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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
   BFT FINANCIAL GROUP LLC 79 - 2023-06-30 78,313 $1,907,000 0
   Leo Wealth LLC 89 - 2024-03-31 78,313 $1,904,000 0
   Key Financial Inc 47 - 2024-03-31 71,185 $1,747,000 0
   PRIVATE TRUST CO NA 177 - 2024-03-31 49,650 $1,208,000 0
   Horizons Wealth Management 27 - 2024-03-31 34,415 $844,000 0
   Davis Capital Management 49 - 2024-03-31 26,135 $635,000 0
   BROWN ADVISORY HOLDINGS INC 894 - 2024-03-31 24,920 $607,000 0
   VOISARD ASSET MANAGEMENT GROUP INC. 23 - 2024-03-31 24,800 $604,000 0
   Masso Torrence Wealth Management Inc. 52 - 2024-03-31 21,781 $530,000 0
   ORBA Wealth Advisors L.L.C. 58 - 2024-03-31 20,000 $487,000 0
   Steward Partners Investment Advisory LLC 1104 - 2023-12-31 16,000 $393,000 0
   Levy Wealth Management Group LLC 79 - 2024-03-31 12,342 $303,000 0
   LEAVELL T & ASSOCIATES INC 434 - 2024-03-31 10,915 $266,000 0
   Heritage Trust Co 255 - 2024-03-31 10,382 $253,000 0
   Kohmann Bosshard Financial Services LLC 175 - 2024-03-31 10,088 $246,000 0
   Bill Few Associates Inc. 158 - 2024-03-31 8,813 $215,000 0
   HILLSTRUST 255 - 2024-03-31 6,025 $147,000 0
   Capital Analysts Inc. 633 - 2023-12-31 2,133 $52,000 0
   Nalls Sherbakoff Group LLC 191 - 2023-12-31 1,463 $36,000 0
   AdvisorNet Financial Inc 1182 - 2024-03-31 589 $14,000 0
   PRINCIPAL SECURITIES INC. 2496 - 2024-03-31 250 $6,000 0
   PROEQUITIES INC. 8835 - 2024-03-31 0 $0 0

  22 Records found
  1    
  Page 1 of 1
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