INVESCO EXCH TRD SLF IDX FD BSCO
BULSHS 2024 CB · ETP · CUSIP 46138J841
331
institutional holders
123.1m
shares reported held*
$2.5bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $20.49.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Lido Advisors, LLC 16.35% of their portfolio | 40.1m $816.7m | — |
| WELLS FARGO & COMPANY/MN 0.04% of their portfolio | 5.9m $120.5m | — |
| MORGAN STANLEY 0.01% of their portfolio | 4.9m $99.2m | — |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 3.5m $72.3m | — |
| UBS Group AG 0.03% of their portfolio | 2.7m $54.3m | — |
| HM PAYSON & CO 1.14% of their portfolio | 2.0m $41.6m | — |
| Raymond James Financial Services Advisors, Inc. 0.09% of their portfolio | 2.0m $40.8m | — |
| LPL Financial LLC 0.04% of their portfolio | 1.8m $36.5m | — |
| Motley Fool Wealth Management, LLC 2.33% of their portfolio | 1.7m $35.6m | — |
| Fusion Family Wealth, LLC 5.47% of their portfolio | 1.6m $36.4m | — |
| Asset Dedication, LLC 3.57% of their portfolio | 1.6m $32.5m | — |
| TruWealth Advisors, LLC 3.32% of their portfolio | 1.5m $31.4m | — |
| Brookstone Capital Management 0.70% of their portfolio | 1.5m $30.2m | — |
| Astor Investment Management LLC 7.50% of their portfolio | 1.3m $26.2m | — |
| Kestra Advisory Services, LLC 0.28% of their portfolio | 1.3m $26.1m | — |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 1.2m $24.9m | — |
| EASTERN BANK 1.38% of their portfolio | 1.2m $24.1m | — |
| Ironwood Wealth Management, LLC. 10.07% of their portfolio | 1.1m $22.5m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 1.1m $21.8m | — |
| True Link Financial Advisors, LLC 3.06% of their portfolio | 1.0m $21.1m | — |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 986.9k $20.1m | — |
| RAYMOND JAMES & ASSOCIATES 0.02% of their portfolio | 959.9k $19.6m | — |
| STIFEL FINANCIAL CORP 0.03% of their portfolio | 928.4k $18.9m | — |
| Campbell Wealth Management 2.71% of their portfolio | 920.1k $18.8m | — |
| IMA Advisory Services, Inc. 4.92% of their portfolio | 898.7k $18.3m | — |
| AE Wealth Management LLC 0.14% of their portfolio | 877.1k $17.9m | — |
| Integrated Wealth Concepts LLC 0.54% of their portfolio | 833.7k $17.0m | — |
| DAVIS R M INC 0.47% of their portfolio | 795.1k $16.2m | — |
| Bluespring Wealth Management, LLC 2.32% of their portfolio | 782.6k $16.0m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio | 773.1k $15.8m | — |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 769.8k $15.7m | — |
| MANCHESTER FINANCIAL INC 4.44% of their portfolio | 755.9k $15.4m | — |
| Gradient Investments LLC 0.47% of their portfolio | 749.4k $15.3m | — |
| NOTTINGHAM ADVISORS, INC. 1.96% of their portfolio | 664.5k $13.6m | — |
| Legacy Private Trust Co. 1.22% of their portfolio | 632.5k $12.9m | — |
| Carnegie Investment Counsel 0.61% of their portfolio | 630.1k $12.8m | — |
| GPM Growth Investors, Inc. 8.34% of their portfolio | 613.0k $12.5m | — |
| Janney Montgomery Scott LLC 0.05% of their portfolio | 590.9k $12.0m | — |
| Stonebridge Capital Advisors LLC 1.53% of their portfolio | 583.5k $11.9m | — |
| BEACON FINANCIAL GROUP 1.86% of their portfolio | 574.7k $12.0m | — |
| SENTINEL PENSION ADVISORS, LLC 3.94% of their portfolio | 553.6k $11.3m | — |
| 1834 INVESTMENT ADVISORS CO 1.67% of their portfolio | 548.0k $11.2m | — |
| Hudson Capital Management LLC 5.36% of their portfolio | 528.0k $10.8m | — |
| Steward Partners Investment Advisory, LLC 0.20% of their portfolio | 514.3k $10.5m | — |
| OSAIC HOLDINGS, INC. 0.02% of their portfolio | 507.4k $10.3m | — |
| Anchor Investment Management, LLC 1.59% of their portfolio | 502.8k $10.3m | — |
| NORTHCAPE WEALTH MANAGEMENT, LLC 3.63% of their portfolio | 500.6k $10.2m | — |
| Legacy Financial Group LLC 3.39% of their portfolio | 497.9k $10.2m | — |
| MONTAG A & ASSOCIATES INC 0.69% of their portfolio | 490.0k $10.0m | — |
| Ironwood Financial, llc 3.26% of their portfolio | 482.6k $9.8m | — |
| Cornerstone Wealth Management, LLC 1.01% of their portfolio | 443.0k $9.0m | — |
| Mirador Capital Partners LP 2.06% of their portfolio | 418.5k $8.5m | — |
| COOKSON PEIRCE & CO INC 0.59% of their portfolio | 410.1k $8.4m | — |
| Oakhurst Advisors,LLC 100.00% of their portfolio | 404.8k $8.3m | — |
| Gryphon Financial Partners LLC 2.11% of their portfolio | 401.0k $8.2m | — |
| Marietta Wealth Management, LLC 2.04% of their portfolio | 400.5k $8.2m | — |
| VAUGHAN DAVID INVESTMENTS LLC/IL 0.27% of their portfolio | 390.4k $8.0m | — |
| Atria Wealth Solutions, Inc. 0.14% of their portfolio | 385.4k $7.9m | — |
| RVW Wealth, LLC 1.09% of their portfolio | 382.4k $7.8m | — |
| S.E.E.D. Planning Group LLC 3.62% of their portfolio | 379.2k $7.7m | — |
| Transparent Wealth Partners LLC 6.46% of their portfolio | 376.4k $7.7m | — |
| MGO ONE SEVEN LLC 0.59% of their portfolio | 372.3k $15.3m | — |
| Treasure Coast Financial Planning 6.02% of their portfolio | 367.6k $7.5m | — |
| STEPHENS INC /AR/ 0.16% of their portfolio | 361.8k $7.4m | — |
| Red Spruce Capital, LLC 4.97% of their portfolio | 347.1k $7.1m | — |
| Centennial Wealth Advisory LLC 4.16% of their portfolio | 346.6k $7.1m | — |
| Atria Investments, Inc 0.15% of their portfolio | 339.5k $6.9m | — |
| Edge Wealth Management LLC 1.48% of their portfolio | 328.2k $6.7m | — |
| KIRR MARBACH & CO LLC /IN/ 2.10% of their portfolio | 303.1k $6.2m | — |
| Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio | 300.3k $6.1m | — |
| Good Life Advisors, LLC 0.90% of their portfolio | 299.1k $6.1m | — |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 0.25% of their portfolio | 289.5k $5.9m | — |
| WEALTHSOURCE PARTNERS, LLC 0.43% of their portfolio | 285.1k $5.8m | — |
| Avior Wealth Management, LLC 0.48% of their portfolio | 284.1k $5.8m | — |
| Sigma Planning Corp 0.22% of their portfolio | 282.3k $5.8m | — |
| Goepper Burkhardt LLC 4.27% of their portfolio | 281.3k $5.7m | — |
| Certified Advisory Corp 1.25% of their portfolio | 267.7k $5.5m | — |
| FCA CORP /TX 2.23% of their portfolio | 257.3k $5.2m | — |
| Curbstone Financial Management Corp 1.30% of their portfolio | 256.5k $5.2m | — |
| HENGEHOLD CAPITAL MANAGEMENT LLC 0.80% of their portfolio | 255.3k $5.2m | — |
| HighTower Advisors, LLC 0.01% of their portfolio | 251.1k $5.1m | — |
| IRON Financial LLC 2.80% of their portfolio | 250.1k $5.1m | — |
| NewEdge Advisors, LLC 0.08% of their portfolio | 239.6k $4.9m | — |
| Trilogy Capital Inc. 0.44% of their portfolio | 238.9k $4.9m | — |
| Aspen Investment Management Inc 3.15% of their portfolio | 231.7k $4.7m | — |
| COURIER CAPITAL LLC 0.58% of their portfolio | 231.5k $4.7m | — |
| ProVise Management Group, LLC 0.49% of their portfolio | 216.7k $4.4m | — |
| COLONY GROUP LLC 0.08% of their portfolio | 216.0k $4.4m | — |
| HUB Investment Partners, LLC 1.25% of their portfolio | 202.8k $4.1m | — |
| Mariner, LLC 0.02% of their portfolio | 195.4k $4.0m | — |
| Legacy CG, LLC 2.59% of their portfolio | 192.7k $3.9m | — |
| Strategic Family Wealth Counselors, L.L.C. 1.91% of their portfolio | 190.7k $3.9m | — |
| Exchange Capital Management, Inc. 0.90% of their portfolio | 190.3k $3.9m | — |
| Lokken Investment Group LLC 3.26% of their portfolio | 185.2k $3.8m | — |
| Lantz Financial LLC 1.93% of their portfolio | 181.7k $3.7m | — |
| Oliver Luxxe Assets LLC 1.15% of their portfolio | 181.2k $3.7m | — |
| SFE Investment Counsel 1.13% of their portfolio | 175.5k $3.6m | — |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC 0.15% of their portfolio | 172.1k $3.5m | — |
| Heartwood Wealth Advisors LLC 0.61% of their portfolio | 171.4k $3.5m | — |
| GeoWealth Management, LLC 0.38% of their portfolio | 169.3k $3.5m | — |