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Get Institutions for : 
Invesco Bulletshares 2023 Municipal Bond Etf (BSMN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1    75
Total shares held : 
603  
% of shares held : 
0.01%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -76  
Amount of shares held : 
-3,455,218  
% of shares held change : 
  -38.39%  
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 :
0
 0
 0%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
0
 0
 0%
 
Decreased Positions :
1
-9,603
-1592.54%
 
Closed Positions :
75
-3,445,615
-571412.11%
 
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
   S.C. Financial Services Inc. 30 - 2022-12-31 25,629 $644,000 7,222
   IFP Advisors Inc 2007 - 2023-12-31 603 $15,000 -9,603
   THRIVENT FINANCIAL FOR LUTHERANS 2417 *Closed 2023-12-31 0 $0 -17,006
   We Are One Seven LLC 887 *Closed 2023-12-31 0 $0 -19,444
   FLOW TRADERS U.S. LLC 873 *Closed 2023-12-31 0 $0 -9,524
   CAPTRUST FINANCIAL ADVISORS 2654 *Closed 2023-12-31 0 $0 -23,633
   HHM Wealth Advisors LLC 724 *Closed 2023-12-31 0 $0 -2,965
   Addison Advisors LLC 678 *Closed 2023-12-31 0 $0 -6,205
   WEALTHSOURCE PARTNERS LLC 498 *Closed 2023-12-31 0 $0 -10,091
   Nalls Sherbakoff Group LLC 458 *Closed 2023-12-31 0 $0 -1,338
   HARBOUR INVESTMENTS INC. 2998 *Closed 2023-12-31 0 $0 -2,818
   Bleakley Financial Group LLC *Closed 2023-12-31 0 $0 -13,872
   MORGAN STANLEY 7226 *Closed 2023-12-31 0 $0 -41,156
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6106 *Closed 2023-12-31 0 $0 -25,439
   WELLS FARGO & CO/MN 6255 *Closed 2023-12-31 0 $0 -196,546
   Tradition Wealth Management LLC 1296 *Closed 2023-12-31 0 $0 -102
   BANK OF AMERICA CORP /DE/ 6407 *Closed 2023-12-31 0 $0 -208,393
   J P MORGAN CHASE & CO 5912 *Closed 2023-12-31 0 $0 -629
   STEPHENS INC /AR/ 1209 *Closed 2023-12-31 0 $0 -18,490
   HIGHTOWER ADVISORS, LLC 3399 *Closed 2023-12-31 0 $0 -25,369
   Gateway Wealth Partners LLC 249 *Closed 2023-12-31 0 $0 -244,802
   JANE STREET GROUP LLC 5672 *Closed 2023-12-31 0 $0 -195,359
   INVESCO LTD 3733 *Closed 2023-12-31 0 $0 -169,670
   Capital Analysts Inc. 1115 *Closed 2023-12-31 0 $0 -4,242
   CONFLUENCE INVESTMENT MANAGEMENT LLC 296 *Closed 2024-03-31 0 $0 -221,383
   ROYAL BANK OF CANADA 6608 *Closed 2023-12-31 0 $0 -1,840
   SAVANT CAPITAL MANAGEMENT INC 862 *Closed 2023-12-31 0 $0 -55,221
   Equitable Holdings Inc. 1145 *Closed 2023-12-31 0 $0 -17,886
   OLD SECOND NATIONAL BANK OF AURORA 355 *Closed 2023-12-31 0 $0 -7,903
   Farther Finance Advisors LLC 3300 *Closed 2023-12-31 0 $0 -11,527
   Advisor Group Holdings Inc. 7087 *Closed 2023-12-31 0 $0 -108,659
   STIFEL FINANCIAL CORP 3306 *Closed 2023-12-31 0 $0 -20,032
   LPL FINANCIAL CORP 4778 *Closed 2023-12-31 0 $0 -321,819
   ENVESTNET ASSET MANAGEMENT INC 4134 *Closed 2023-12-31 0 $0 -52,756
   Sawtooth Asset Management Inc. 1118 *Closed 2023-12-31 0 $0 -13,872
   Goss Wealth Management LLC 3829 *Closed 2023-12-31 0 $0 -105,244
   UBS Group AG 8412 *Closed 2023-12-31 0 $0 -79,156
   Integrated Wealth Concepts LLC 1634 *Closed 2023-12-31 0 $0 -107,581
   MML INVESTORS SERVICES LLC 2472 *Closed 2023-12-31 0 $0 -19,598
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 501 *Closed 2023-12-31 0 $0 -32,635
   CLEAR HARBOR ASSET MANAGEMENT, LLC 363 *Closed 2023-12-31 0 $0 -14,865
   MARINER WEALTH ADVISORS, LLC 3209 *Closed 2023-12-31 0 $0 -29,928
   Beacon Pointe Advisors LLC 1350 *Closed 2023-12-31 0 $0 -8,813
   PNC FINANCIAL SERVICES GROUP INC 4670 *Closed 2023-12-31 0 $0 -20,703

  44 Records found
  1    
  Page 1 of 1
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