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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
   LPL FINANCIAL CORP 1979 - 2024-03-31 178,069 $3,772,000 153,194
   SFE INVESTMENT COUNSEL 65 - 2024-03-31 103,243 $2,187,000 50,969
   MORGAN STANLEY 4453 - 2024-03-31 93,309 $1,976,000 26,091
   Equitable Holdings Inc. 444 - 2024-03-31 92,939 $1,968,000 49,855
   TCG Advisory Services LLC 193 - 2024-03-31 39,519 $837,000 8,638
   MONECO Advisors LLC 190 - 2024-03-31 34,741 $736,000 19,349
   EMPIRICAL FINANCIAL SERVICES, LLC 306 - 2024-03-31 30,171 $639,000 4,156
   BANK OF AMERICA CORP /DE/ 4283 - 2024-03-31 29,177 $618,000 9,026
   RAYMOND JAMES & ASSOCIATES 2976 - 2024-03-31 25,735 $545,000 9,508
   UBS Group AG 4156 - 2024-03-31 21,109 $447,000 19,372
   Advisor Group Holdings Inc. 3314 - 2024-03-31 14,203 $301,000 1,387
   BENJAMIN F. EDWARDS & COMPANY INC. 1418 - 2024-03-31 1,440 $30,000 94

  12 Records found
  1    
  Page 1 of 1
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