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Get Institutions for : 
Invesco Bulletshares 2025 High Yld Corp Bd ETF (BSJP)  
$23.06 0.04 (0.17%) as of 4:30 Wed 5/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 141    3
Total shares held : 
 17,193,860  
% of shares held : 
 19.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   28  
Amount of shares held : 
 -23,706,503  
% of shares held change : 
   -26.34%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $22.46  
Last Quarter's Ending Price : 
 $22.73  
Last Quarter's Average Price : 
 $22.57  
Change from last quarter's     
avg. price to the last closing  : 
0.49 (2.17%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 1,178,323
 6.85%
 
Increased Positions :
69
 3,078,276
 17.9%
 
Unchanged Positions :
23
 1,260,113
 7.33%
 
Decreased Positions :
38
-1,896,461
-11.03%
 
Closed Positions :
14
-26,066,641
-151.6%
 
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
   LPL FINANCIAL CORP 821 - 2024-03-31 1,130,247 $25,939,000 197,414
   Mirador Capital Partners LP 2 - 2024-03-31 1,073,320 $24,633,000 151,562
   WELLS FARGO & CO/MN 1025 - 2024-03-31 1,040,619 $23,882,000 101,030
   Sterling Financial Group Inc. 4 - 2024-03-31 778,283 $17,862,000 197,779
   MULTIFINANCIAL SECURITIES CORP 96 - 2023-12-31 704,282 $16,008,000 145,808
   Wright Fund Managment LLC 33 - 2024-03-31 691,600 $15,872,000 140,900
   Legacy Financial Group LLC 10 - 2024-03-31 628,474 $14,423,000 609,643
   Advisor Group Holdings Inc. 549 - 2024-03-31 593,734 $13,626,000 64,621
   ENVESTNET ASSET MANAGEMENT INC 1268 - 2023-12-31 588,861 $13,385,000 374,257
   BANK OF AMERICA CORP /DE/ 2220 - 2023-12-31 521,655 $11,857,000 53,637
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 763 - 2024-03-31 473,391 $10,864,000 81,562
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 203 - 2023-12-31 390,943 $8,886,000 381,954
   CHATHAM CAPITAL GROUP INC 21 - 2024-03-31 290,855 $6,675,000 21,800
   Advisory Alpha LLC 51 - 2024-03-31 284,645 $6,533,000 45,391
   Stablepoint Partners LLC 31 - 2024-03-31 218,120 $5,006,000 29,251
   COMMONWEALTH EQUITY SERVICES LLC. 1223 - 2024-03-31 196,919 $4,519,000 34,668
   FF AdvisorsLLC 6 - 2024-03-31 196,061 $4,500,000 60,059
   RAYMOND JAMES & ASSOCIATES 1737 - 2024-03-31 173,676 $3,986,000 109,583
   COLLECTIVE FAMILY OFFICE LLC 22 - 2024-03-31 171,165 $3,928,000 5,413
   Werba Rubin Papier Wealth Management 16 - 2024-03-31 164,452 $3,774,000 37,447
   IHT Wealth Management LLC 131 - 2023-12-31 156,534 $3,558,000 5,514
   Oder Investment Management LLC 5 - 2024-03-31 147,361 $3,382,000 19,155
   WEALTHSOURCE PARTNERS LLC 78 - 2023-12-31 138,797 $3,155,000 22,630
   Merit Financial Group LLC 209 - 2024-03-31 134,398 $3,088,000 124,921
   PRIVATE CLIENT SERVICES LLC 14 - 2024-03-31 126,768 $2,909,000 44,358
   FINANCIAL NETWORK 841 - 2023-12-31 115,051 $2,615,000 58,071
   PARK AVENUE SECURITIES LLC 325 - 2024-03-31 113,429 $2,603,000 40,966
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 25 - 2024-03-31 112,960 $2,592,000 8,399
   Equitable Holdings Inc. 348 - 2023-12-31 112,486 $2,557,000 3,474
   AA Financial Advisors LLC 31 - 2024-03-31 108,419 $2,488,000 97,154
   Northwest Bancshares Inc. 56 - 2024-03-31 104,612 $2,401,000 397
   Harrison & Co Wealth Management LLC 9 - 2022-12-31 104,317 $2,306,000 2,747
   Paradiem LLC 71 - 2024-03-31 99,537 $2,284,000 862
   REBALANCE LLC 41 - 2024-03-31 90,456 $2,076,000 10,780
   S.E.E.D. Planning Group LLC 39 - 2024-03-31 90,298 $2,072,000 1,874
   IFP Advisors Inc 229 - 2023-12-31 89,947 $2,044,000 16,924
   Tyler-Stone Wealth Management 23 - 2023-12-31 83,013 $1,887,000 30,990
   Glass Jacobson Investment Advisors llc 45 - 2024-03-31 81,258 $1,865,000 28,925
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1323 - 2024-03-31 79,342 $1,821,000 33,327
   STIFEL FINANCIAL CORP 1735 - 2023-12-31 79,800 $1,814,000 4,332
   Western Wealth Management LLC 163 - 2024-03-31 65,331 $1,499,000 1,050
   Ballew Advisors Inc 19 - 2024-03-31 64,255 $1,471,000 7,730
   Pacific Wealth Strategies Group Inc. 22 - 2024-03-31 63,947 $1,468,000 4,317
   Goss Wealth Management LLC 853 - 2023-12-31 51,615 $1,173,000 391
   OLD SECOND NATIONAL BANK OF AURORA 78 - 2024-03-31 48,805 $1,120,000 13,546
   SEGMENT WEALTH MANAGEMENT, LLC 140 - 2024-03-31 48,163 $1,105,000 14,280
   Wealthcare Advisory Partners LLC 339 - 2024-03-31 47,251 $1,084,000 12,229
   FCA CORP /TX 83 - 2024-03-31 46,896 $1,076,000 2,268
   MML INVESTORS SERVICES LLC 1313 - 2023-12-31 47,141 $1,072,000 8,806
   Masso Torrence Wealth Management Inc. 38 - 2024-03-31 43,182 $991,000 18
   Altrius Capital Management Inc 70 - 2023-12-31 42,828 $973,000 1,181
   EVEXIA WEALTH LLC 39 - 2024-03-31 40,865 $936,000 3,680
   Brookstone Capital Management 502 - 2024-03-31 40,728 $935,000 2,604
   River Street Advisors LLC 51 - 2024-03-31 40,202 $923,000 12,446
   Iron Financial LLC 41 - 2024-03-31 35,698 $819,000 570
   Capital Analysts Inc. 259 - 2023-12-31 34,427 $783,000 4,529
   SHUFRO ROSE & CO LLC 138 - 2024-03-31 28,291 $649,000 2,491
   EMPIRICAL FINANCIAL SERVICES, LLC 309 - 2024-03-31 27,699 $636,000 156
   Atria Wealth Solutions Inc. 1109 - 2023-12-31 26,101 $593,000 4,748
   Kestra Advisory Services LLC 1453 - 2023-12-31 24,353 $554,000 11,563
   Trilogy Capital Inc. 187 - 2024-03-31 24,109 $553,000 1,950
   Geneos Wealth Management Inc. 477 - 2024-03-31 23,552 $541,000 9,730
   Steward Partners Investment Advisory LLC 998 - 2023-12-31 22,225 $505,000 644
   H D Vest Advisory Services 1037 - 2024-03-31 21,618 $496,000 4,111
   STEPHENS INC /AR/ 760 - 2023-12-31 21,090 $479,000 2,374
   4Thought Financial Group Inc. 27 - 2024-03-31 19,875 $456,000 1,896
   Private Advisory Group LLC 146 - 2023-12-31 18,790 $427,000 318
   Quad-Cities Investment Group LLC 97 - 2024-03-31 18,469 $424,000 389
   RFG Advisory Group LLC 537 - 2024-03-31 18,267 $419,000 7,740
   HANSON MCCLAIN, INC. 614 - 2024-03-31 16,781 $385,000 6
   Consolidated Portfolio Review Corp 184 - 2024-03-31 15,936 $366,000 1,109
   We Are One Seven LLC 645 - 2023-12-31 15,699 $357,000 4,456
   Certified Advisory Corp 212 - 2024-03-31 14,940 $343,000 1,661
   Stratos Wealth Partners LTD. 1136 - 2024-03-31 11,441 $263,000 786
   Farther Finance Advisors LLC 751 - 2023-12-31 5,024 $114,000 2,090
   PRIVATE TRUST CO NA 828 - 2024-03-31 4,820 $111,000 2,153
   Nalls Sherbakoff Group LLC 112 - 2023-12-31 4,754 $108,000 9
   BENJAMIN F. EDWARDS & COMPANY INC. 1345 - 2024-03-31 1,842 $42,000 87
  78 Records found
  1    
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