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Get Institutions for : 
Invesco Bulletshares 2029 Hi Yld Corp Bd Etf (BSJT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 22    6
Total shares held : 
 609,004  
% of shares held : 
 6.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 254,958  
% of shares held change : 
   2.83%  
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 :
8
 224,032
 36.79%
 
Increased Positions :
11
 161,778
 26.56%
 
Unchanged Positions :
1
 0
 0%
 
Decreased Positions :
2
-79,017
-12.97%
 
Closed Positions :
2
-51,835
-8.51%
 
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
   JANE STREET GROUP LLC 2531 - 2023-12-31 86,235 $1,826,000 42,032
   OLD MISSION CAPITAL LLC 289 *New 2023-12-31 82,943 $1,756,000 82,943
   MORGAN STANLEY 4603 - 2023-12-31 67,218 $1,423,000 65,484
   WELLS FARGO & CO/MN 2820 - 2023-12-31 58,240 $1,233,000 -69,586
   SFE INVESTMENT COUNSEL 80 *New 2023-12-31 52,274 $1,107,000 52,274
   Equitable Holdings Inc. 603 *New 2023-12-31 43,084 $912,000 43,084
   MONECO Advisors LLC 190 - 2024-03-31 34,741 $736,000 19,349
   TCG Advisory Services LLC 200 - 2023-12-31 30,881 $654,000 8,721
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1145 - 2023-12-31 26,814 $568,000 -9,431
   EMPIRICAL FINANCIAL SERVICES, LLC 308 *New 2023-12-31 26,015 $551,000 26,015
   RAYMOND JAMES & ASSOCIATES 2976 - 2024-03-31 25,735 $545,000 9,508
   LPL FINANCIAL CORP 3566 - 2023-12-31 24,875 $527,000 11,437
   BANK OF MONTREAL /CAN/ 2097 - 2023-12-31 20,894 $446,000 20,894
   BANK OF AMERICA CORP /DE/ 4577 - 2023-12-31 20,151 $427,000 10,639
   4Thought Financial Group Inc. 30 - 2024-03-31 19,136 $405,000 -368
   SEGMENT WEALTH MANAGEMENT, LLC 212 *New 2024-03-31 13,490 $286,000 13,490
   Advisor Group Holdings Inc. 3657 - 2023-12-31 12,816 $271,000 1,361
   FINANCIAL ADVISORY CORP /UT/ /ADV 132 *New 2024-03-31 12,454 $264,000 12,454
   Capital Analysts Inc. 676 *New 2023-12-31 2,043 $43,000 2,043
   UBS Group AG 5427 - 2023-12-31 1,737 $37,000 624
   BENJAMIN F. EDWARDS & COMPANY INC. 1418 - 2024-03-31 1,440 $30,000 94
   Goss Wealth Management LLC 3095 - 2023-12-31 215 $5,000 118
   TOWER RESEARCH CAPITAL LLC 5279 *New 2023-12-31 100 $2,000 100
   Virtue Capital Management LLC 363 *Closed 2023-12-31 0 $0 -23,128
   Kalos Management Inc. 341 *Closed 2023-06-30 0 $0 -136
   PROEQUITIES INC. 6305 - 2023-12-31 0 $0 0
   FLOW TRADERS U.S. LLC 1161 *Closed 2023-12-31 0 $0 -28,707
  27 Records found
  1    
  Page 1 of 1
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