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Get Institutions for : 
Invesco Bulletshares 2024 Municipal Bond Etf (BSMO)  
$24.85 0.02 (0.06%) as of 4:30 Thu 5/16


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 92    4
Total shares held : 
 5,725,716  
% of shares held : 
 63.62%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   11  
Amount of shares held : 
 594,640  
% of shares held change : 
   6.61%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $24.61  
Last Quarter's Ending Price : 
 $24.92  
Last Quarter's Average Price : 
 $24.77  
Change from last quarter's     
avg. price to the last closing  : 
0.08 (0.32%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 450,253
 7.86%
 
Increased Positions :
36
 749,304
 13.09%
 
Unchanged Positions :
16
 269,428
 4.71%
 
Decreased Positions :
29
-229,629
-4.01%
 
Closed Positions :
7
-375,288
-6.55%
 
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
   Key Financial Inc 45 - 2024-03-31 70,865 $1,766,000 0
   BFT FINANCIAL GROUP LLC 88 - 2023-06-30 63,660 $1,577,000 0
   Leo Wealth LLC 109 - 2024-03-31 63,660 $1,577,000 0
   Masso Torrence Wealth Management Inc. 48 - 2024-03-31 25,477 $631,000 0
   BROWN ADVISORY HOLDINGS INC 895 - 2024-03-31 24,306 $602,000 0
   Horizons Wealth Management 33 - 2024-03-31 23,773 $592,000 0
   ORBA Wealth Advisors L.L.C. 59 - 2024-03-31 19,500 $483,000 0
   LEAVELL T & ASSOCIATES INC 392 - 2024-03-31 14,655 $363,000 0
   VOISARD ASSET MANAGEMENT GROUP INC. 36 - 2024-03-31 14,664 $363,000 0
   Levy Wealth Management Group LLC 75 - 2024-03-31 12,497 $311,000 0
   Heritage Trust Co 269 - 2024-03-31 8,979 $223,000 0
   Bill Few Associates Inc. 156 - 2024-03-31 8,838 $219,000 0
   Capital Analysts Inc. 427 - 2023-12-31 7,926 $197,000 0
   COMERICA BANK 2381 - 2023-12-31 5,537 $138,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1204 - 2024-03-31 2,725 $68,000 0
   AdvisorNet Financial Inc 1154 - 2024-03-31 594 $15,000 0
   PRINCIPAL SECURITIES INC. 2498 - 2024-03-31 250 $6,000 0
   Davis Capital Management 254 - 2024-03-31 165 $4,000 0
   PROEQUITIES INC. 8834 - 2024-03-31 0 $0 0
  19 Records found
  1    
  Page 1 of 1
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