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Get Institutions for : 
Invesco Bulletshares 2030 High Yield Corp Bd Etf (BSJU)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 15    6
Total shares held : 
531,459  
% of shares held : 
5.91%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  10  
Amount of shares held : 
328,956  
% of shares held change : 
  3.66%  
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 :
7
 282,811
 53.21%
 
Increased Positions :
6
 58,681
 11.04%
 
Unchanged Positions :
0
 0
 0%
 
Decreased Positions :
2
-3,335
-0.63%
 
Closed Positions :
1
-9,201
-1.73%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   RPg Family Wealth Advisory LLC *New 2023-12-31 246,807 $6,287,000 246,807
   LPL FINANCIAL CORP 2140 - 2024-03-31 119,694 $3,068,000 105,266
   JANE STREET GROUP LLC 2145 - 2023-12-31 100,724 $2,566,000 48,989
   COMMONWEALTH EQUITY SERVICES LLC. 1612 - 2024-03-31 98,292 $2,519,000 20,147
   TCG Advisory Services LLC 214 - 2024-03-31 28,841 $739,000 7,166
   SFE INVESTMENT COUNSEL 94 *New 2024-03-31 19,332 $495,000 19,332
   4Thought Financial Group Inc. 29 - 2024-03-31 15,981 $410,000 -301
   RAYMOND JAMES & ASSOCIATES 3174 - 2024-03-31 15,200 $390,000 3,598
   MONECO Advisors LLC 279 - 2024-03-31 14,006 $359,000 -905
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2915 *New 2024-03-31 8,784 $225,000 8,784
   BANK OF AMERICA CORP /DE/ 4988 *New 2023-12-31 8,051 $205,000 8,051
   First Capital Advisors Group LLC. *New 2023-06-30 6,637 $164,000 6,637
   Advisor Group Holdings Inc. 3846 - 2024-03-31 6,228 $160,000 -288
   UBS Group AG 5437 - 2023-12-31 1,422 $36,000 422
   BENJAMIN F. EDWARDS & COMPANY INC. 1451 - 2024-03-31 1,024 $26,000 78
   Capital Analysts Inc. 768 *New 2023-12-31 977 $25,000 977
   WELLS FARGO & CO/MN 5146 - 2024-03-31 401 $10,000 -9,018
   OLD MISSION CAPITAL LLC 983 *Closed 2023-12-31 0 $0 -9,201
   PROEQUITIES INC. 7544 - 2024-03-31 0 $0 0

  19 Records found
  1    
  Page 1 of 1
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