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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
   Wright Fund Managment LLC 46 - 2024-03-31 209,800 $4,769,000 0
   Horizons Wealth Management 17 - 2024-03-31 131,406 $2,985,000 0
   Leo Wealth LLC 125 - 2024-03-31 55,487 $1,261,000 0
   BFT FINANCIAL GROUP LLC 107 - 2023-06-30 55,487 $1,247,000 0
   BROWN ADVISORY HOLDINGS INC 807 - 2024-03-31 39,118 $889,000 0
   Flaharty Asset Management LLC 68 - 2023-12-31 24,015 $546,000 0
   LEAVELL T & ASSOCIATES INC 348 - 2024-03-31 22,015 $500,000 0
   PATTON ALBERTSON & MILLER, LLC 152 - 2024-03-31 18,640 $424,000 0
   CoreCap Advisors LLC 491 - 2023-12-31 11,738 $267,000 0
   Evanson Asset Management LLC 257 - 2024-03-31 11,600 $264,000 0
   Key Financial Inc 195 - 2024-03-31 10,640 $242,000 0
   TRANSCEND WEALTH COLLECTIVE LLC 463 - 2024-03-31 10,500 $239,000 0
   SHUFRO ROSE & CO LLC 273 - 2024-03-31 9,000 $205,000 0
   TI-TRUST INC 133 - 2024-03-31 8,940 $203,000 0
   Carmel Capital Partners LLC 152 - 2024-03-31 8,850 $201,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 510 - 2024-03-31 5,733 $130,000 0
   ATWOOD & PALMER INC 171 - 2024-03-31 5,250 $119,000 0
   HANSON MCCLAIN, INC. 1016 - 2024-03-31 4,434 $101,000 0
   Anchor Investment Management LLC 506 - 2023-12-31 2,400 $55,000 0
   Sargent Bickham Lagudis LLC 457 - 2022-12-31 1,970 $44,000 0
   Baldrige Asset Management LLC 232 - 2023-03-31 733 $16,000 0
   TOWER RESEARCH CAPITAL LLC 3944 - 2023-12-31 601 $14,000 0
   AdvisorNet Financial Inc 1179 - 2024-03-31 622 $14,000 0
   Financial Gravity Wealth Inc. 436 - 2023-12-31 236 $5,000 0
   Mascoma Wealth Management LLC 401 - 2024-03-31 180 $4,000 0
   TRUST CO OF VERMONT 774 - 2024-03-31 131 $3,000 0
   Missouri Trust & Investment Co 401 - 2023-12-31 22 $1,000 0
   PROEQUITIES INC. 8825 - 2024-03-31 0 $0 0
  28 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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