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Get Institutions for : 
Invesco Bulletshares 2027 Hi Yld Corp Bd Etf (BSJR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 64    7
Total shares held : 
4,123,823  
% of shares held : 
45.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  37  
Amount of shares held : 
971,918  
% of shares held change : 
  10.8%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 250,518
 6.07%
 
Increased Positions :
36
 828,231
 20.08%
 
Unchanged Positions :
11
 79,319
 1.92%
 
Decreased Positions :
6
-67,854
-1.65%
 
Closed Positions :
4
-38,977
-0.95%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   ENVESTNET ASSET MANAGEMENT INC 1949 - 2023-12-31 205,438 $4,595,000 -14,991
   MERCER GLOBAL ADVISORS INC /ADV 497 - 2023-12-31 200,837 $4,493,000 -47,228
   MORGAN STANLEY 3927 - 2023-12-31 198,057 $4,430,000 -446
   Advisor Group Holdings Inc. 2142 - 2024-03-31 54,732 $1,218,000 -5,061
   Goss Wealth Management LLC 871 - 2023-12-31 49,351 $1,104,000 -840
   Brookstone Capital Management 552 - 2024-03-31 31,035 $691,000 -5,109
   Private Advisor Group LLC 1384 - 2024-03-31 28,204 $628,000 -286
   4Thought Financial Group Inc. 32 - 2024-03-31 17,951 $399,000 -340
   MONECO Advisors LLC 320 - 2024-03-31 12,841 $286,000 -911
   NATIONAL ASSET MANAGEMENT, INC. 1230 - 2023-12-31 9,442 $211,000 -2,866
   Global Retirement Partners LLC 2143 - 2024-03-31 393 $9,000 -1,401

  11 Records found
  1    
  Page 1 of 1
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