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Get Institutions for : 
Invesco Bulletshares 2025 Municipal Bond Etf (BSMP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 92    10
Total shares held : 
5,546,917  
% of shares held : 
61.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  25  
Amount of shares held : 
441,145  
% of shares held change : 
  4.9%  
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 :
14
 519,964
 9.37%
 
Increased Positions :
37
 512,641
 9.24%
 
Unchanged Positions :
19
 345,820
 6.23%
 
Decreased Positions :
22
-368,961
-6.65%
 
Closed Positions :
4
-222,499
-4.01%
 
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
   COLONY GROUP, LLC 414 *New 2023-12-31 51,844 $1,272,000 51,844
   MARINER WEALTH ADVISORS, LLC 1339 *New 2023-12-31 46,651 $1,145,000 46,651
   PAX Financial Group LLC 78 *New 2023-12-31 45,665 $1,118,000 45,665
   AlphaStar Capital Management LLC 141 *New 2024-03-31 32,642 $795,000 32,642
   River Street Advisors LLC 84 *New 2024-03-31 18,594 $453,000 18,594
   WEALTHSOURCE PARTNERS LLC 369 *New 2023-12-31 15,622 $383,000 15,622
   SILVERLAKE WEALTH MANAGEMENT LLC 184 *New 2024-03-31 11,024 $268,000 11,024
   Strategic Financial Group LLC *New 2023-12-31 10,450 $256,000 10,450
   SIGNATUREFD, LLC 918 *New 2024-03-31 6,740 $164,000 6,740
   YHB INVESTMENT ADVISORS, INC. 470 *New 2024-03-31 1,800 $44,000 1,800
   First Command Advisory Services Inc. 296 *New 2024-03-31 1,152 $28,000 1,152

  11 Records found
  1    
  Page 1 of 1
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