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Get Institutions for : 
Invesco Bulletshares 2024 High Yld Corp Bd ETF (BSJO)  
$22.78 0.01 (0.04%) as of 4:30 Tue 5/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 152    4
Total shares held : 
 23,528,145  
% of shares held : 
 26.14%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   28  
Amount of shares held : 
 3,491,563  
% of shares held change : 
   3.88%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $22.46  
Last Quarter's Ending Price : 
 $22.72  
Last Quarter's Average Price : 
 $22.55  
Change from last quarter's     
avg. price to the last closing  : 
0.22 (1%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 1,555,742
 6.61%
 
Increased Positions :
74
 3,118,050
 13.25%
 
Unchanged Positions :
25
 513,357
 2.18%
 
Decreased Positions :
42
-790,153
-3.36%
 
Closed Positions :
15
-392,076
-1.67%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Mirador Capital Partners LP 1 - 2024-03-31 3,560,590 $80,932,000 178,531
   UBS Group AG 801 - 2023-12-31 1,642,120 $37,301,000 349,604
   ENVESTNET ASSET MANAGEMENT INC 1068 - 2023-12-31 827,095 $18,787,000 33,347
   LPL FINANCIAL CORP 1037 - 2024-03-31 714,112 $16,232,000 3,182
   MULTIFINANCIAL SECURITIES CORP 105 - 2023-12-31 654,331 $14,863,000 210,549
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 158 - 2023-12-31 595,414 $13,525,000 67,195
   MILESTONE ASSET MANAGEMENT LLC 6 - 2024-03-31 486,011 $11,047,000 459,877
   CAPTRUST FINANCIAL ADVISORS 357 - 2023-12-31 470,999 $10,699,000 41,813
   Migdal Insurance & Financial Holdings Ltd. 77 - 2024-03-31 462,110 $10,504,000 29,753
   BANK OF AMERICA CORP /DE/ 2382 - 2023-12-31 435,886 $9,901,000 14,026
   CWM LLC 289 - 2024-03-31 432,224 $9,824,000 23,860
   Intrua Financial LLC 8 - 2023-03-31 434,612 $9,714,000 107,490
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 836 - 2024-03-31 403,536 $9,172,000 29,480
   Advisory Alpha LLC 45 - 2024-03-31 329,561 $7,491,000 46,643
   Nelson Van Denburg & Campbell Wealth Management Gr 59 - 2024-03-31 316,884 $7,203,000 1,429
   OLD SECOND NATIONAL BANK OF AURORA 16 - 2024-03-31 269,524 $6,126,000 2,422
   JANE STREET GROUP LLC 1523 - 2023-12-31 208,744 $4,742,000 100,762
   COMMONWEALTH EQUITY SERVICES LLC. 1220 - 2024-03-31 200,051 $4,547,000 2,323
   RAYMOND JAMES & ASSOCIATES 1858 - 2024-03-31 141,743 $3,222,000 16,126
   WEALTHSOURCE PARTNERS LLC 79 - 2023-12-31 138,794 $3,153,000 19,610
   PRIVATE CLIENT SERVICES LLC 15 - 2024-03-31 125,759 $2,859,000 45,096
   THRIVENT FINANCIAL FOR LUTHERANS 1134 - 2023-12-31 115,655 $2,627,000 26,803
   Capital Analysts Inc. 136 - 2023-12-31 114,843 $2,609,000 16,351
   IFP Advisors Inc 178 - 2023-12-31 114,535 $2,602,000 9,761
   Delta Investment Management LLC 33 - 2024-03-31 113,905 $2,589,000 65,039
   River Street Advisors LLC 14 - 2024-03-31 106,286 $2,416,000 2,544
   Paradiem LLC 69 - 2024-03-31 101,885 $2,316,000 155
   Harrison & Co Wealth Management LLC 11 - 2022-12-31 103,256 $2,284,000 1,996
   FCA CORP /TX 54 - 2024-03-31 96,096 $2,184,000 1,784
   Tyler-Stone Wealth Management 19 - 2023-12-31 93,356 $2,121,000 7,522
   S.E.E.D. Planning Group LLC 38 - 2024-03-31 91,771 $2,086,000 206
   Masso Torrence Wealth Management Inc. 21 - 2024-03-31 88,840 $2,019,000 469
   AE Wealth Management LLC 899 - 2023-12-31 88,370 $2,007,000 20,898
   STIFEL FINANCIAL CORP 1679 - 2023-12-31 85,970 $1,953,000 3,975
   Ballew Advisors Inc 16 - 2024-03-31 79,638 $1,811,000 7,229
   AMERIPRISE FINANCIAL INC 2867 - 2023-12-31 76,269 $1,732,000 28,110
   WFA of San Diego LLC 11 - 2023-09-30 73,494 $1,652,000 69,394
   Pacific Wealth Strategies Group Inc. 20 - 2024-03-31 66,093 $1,502,000 3,068
   Resources Investment Advisors Inc. 405 - 2024-03-31 63,791 $1,450,000 44,479
   Farther Finance Advisors LLC 183 - 2023-12-31 62,923 $1,429,000 39,561
   HARBOUR INVESTMENTS INC. 298 - 2023-12-31 60,870 $1,383,000 500
   EVEXIA WEALTH LLC 36 - 2024-03-31 58,251 $1,326,000 5,474
   H D Vest Advisory Services 722 - 2024-03-31 46,457 $1,056,000 832
   Foundations Investment Advisors LLC 298 - 2023-12-31 45,890 $1,042,000 25,121
   TD Waterhouse Canada Inc. 510 - 2024-03-31 39,750 $933,000 2,300
   Brookstone Capital Management 509 - 2024-03-31 39,691 $902,000 1,747
   Atria Wealth Solutions Inc. 909 - 2023-12-31 38,891 $883,000 2,313
   Stablepoint Partners LLC 146 - 2024-03-31 36,568 $831,000 5,017
   4Thought Financial Group Inc. 22 - 2024-03-31 33,916 $771,000 5,261
   FINANCIAL NETWORK 1551 - 2023-12-31 33,672 $765,000 1,737
   Kestra Advisory Services LLC 1305 - 2023-12-31 31,273 $710,000 228
   We Are One Seven LLC 411 - 2023-12-31 30,989 $704,000 18,530
   WESPAC ADVISORS, LLC 92 - 2024-03-31 30,105 $684,000 913
   Geneos Wealth Management Inc. 434 - 2024-03-31 28,300 $643,000 2,135
   EMPIRICAL FINANCIAL SERVICES, LLC 307 - 2024-03-31 28,003 $637,000 1,159
   RENAISSANCE TECHNOLOGIES LLC 2676 - 2023-12-31 27,700 $629,000 27,700
   COMERICA BANK 1828 - 2023-12-31 23,817 $541,000 2,514
   Stratos Wealth Partners LTD. 927 - 2024-03-31 19,572 $445,000 7,847
   CITADEL ADVISORS LLC 3723 - 2023-12-31 19,558 $444,000 19,558
   Private Advisory Group LLC 147 - 2023-12-31 18,559 $422,000 322
   Quad-Cities Investment Group LLC 102 - 2024-03-31 17,088 $388,000 205
   STEPHENS INC /AR/ 844 - 2023-12-31 16,869 $383,000 1,030
   VOISARD ASSET MANAGEMENT GROUP INC. 34 - 2024-03-31 16,661 $379,000 824
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4149 - 2024-03-31 12,067 $274,000 12,067
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1439 - 2023-12-31 10,259 $233,000 10,259
   Nalls Sherbakoff Group LLC 91 - 2023-12-31 7,953 $181,000 7
   Larson Financial Group LLC 482 - 2024-03-31 6,170 $140,000 620
   Global Retirement Partners LLC 1065 - 2024-03-31 4,473 $102,000 22
   Householder Group Estate & Retirement Specialist L 604 - 2024-03-31 1,185 $27,000 873
   PRINCIPAL SECURITIES INC. 1872 - 2024-03-31 1,093 $25,000 2
   J P MORGAN CHASE & CO 5198 - 2024-03-31 148 $3,000 79
   BNP PARIBAS ARBITRAGE SA 2994 - 2024-03-31 70 $2,000 10
  72 Records found
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