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Get Institutions for : 
Invesco Bulletshares 2026 Municipal Bond Etf (BSMQ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 100    3
Total shares held : 
4,916,733  
% of shares held : 
54.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  26  
Amount of shares held : 
46,624  
% of shares held change : 
  0.52%  
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
 75,765
 1.54%
 
Increased Positions :
48
 337,519
 6.86%
 
Unchanged Positions :
20
 322,623
 6.56%
 
Decreased Positions :
25
-241,533
-4.91%
 
Closed Positions :
4
-125,127
-2.54%
 
Guru Positions :
0
 0%
 
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 period: 
12-31-2023 View holdings for period: 
3-31-2024 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
   LEGACY PRIVATE TRUST CO. 119 - 2024-06-30 69,299 $1,628,000 0
   Aptus Capital Advisors LLC 366 - 2024-06-30 46,665 $1,096,000 0
   SAVANT CAPITAL MANAGEMENT INC 672 - 2024-06-30 32,303 $759,000 0
   BROWN ADVISORY HOLDINGS INC 897 - 2024-06-30 25,976 $610,000 0
   TLWM 56 - 2024-06-30 23,934 $562,000 0
   PRIVATE TRUST CO NA 403 - 2024-06-30 18,775 $441,000 0
   Cooksen Wealth LLC 40 - 2024-06-30 14,776 $347,000 0
   THRIVENT FINANCIAL FOR LUTHERANS 2296 - 2024-06-30 13,619 $320,000 0
   Horizons Wealth Management 47 - 2024-06-30 12,838 $303,000 0
   Levy Wealth Management Group LLC 86 - 2024-06-30 12,259 $288,000 0
   SILVERLAKE WEALTH MANAGEMENT LLC 208 - 2024-06-30 10,968 $258,000 0
   Kohmann Bosshard Financial Services LLC 172 - 2024-06-30 10,302 $242,000 0
   We Are One Seven LLC 889 - 2024-06-30 8,979 $211,000 0
   OLD SECOND NATIONAL BANK OF AURORA 141 - 2024-06-30 7,877 $185,000 0
   SIGNATUREFD, LLC 924 - 2024-06-30 6,751 $159,000 0
   Capital Analysts Inc. 560 - 2024-06-30 4,470 $105,000 0
   CWM LLC 2755 - 2024-06-30 1,389 $33,000 0
   AdvisorNet Financial Inc 1184 - 2024-06-30 604 $14,000 0
   PROEQUITIES INC. 7431 - 2024-06-30 0 $0 0

  19 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results