Institutional Ownership Invesco Bulletshares 2027 Muni (BSMR)
This table provides information about the institutional ownership of Invesco Bulletshares 2027 Muni (BSMR). We have compiled data on the 130 institutions that hold shares in the stock, with a total of 7.56 Million shares, which have been reported (via 13F filing form) to have a value of $179 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
33,632
shares
|
$793,715
0.03% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
33,220
shares
|
$783,992
0.02% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,180
shares
|
$783,048
0.0% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
30,820
shares
|
$727,352
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
29,061
shares
|
$685,839
0.09% of portfolio
|
Q2 2025
Added 28.66%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
28,157
shares
|
$664,505
0.03% of portfolio
|
Q2 2025
Reduced 44.64%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
28,134
shares
|
$663,962
0.12% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
27,514
shares
|
$649,330
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
27,033
shares
|
$637,978
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
25,872
shares
|
$610,579
0.48% of portfolio
|
Q2 2025
Added 49.36%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
24,312
shares
|
$573,763
0.0% of portfolio
|
Q2 2025
Added 17.95%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
24,058
shares
|
$567,768
0.01% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
23,960
shares
|
$565,456
0.87% of portfolio
|
Q4 2022
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
22,857
shares
|
$539,425
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
22,808
shares
|
$538,268
0.12% of portfolio
|
Q2 2025
Added 10.65%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
22,595
shares
|
$533,242
0.18% of portfolio
|
Q2 2025
Reduced 41.38%
|
|
|
Tlwm
San Antonio, TX |
Jul 28, 2025 Q2 2025 |
22,399
shares
|
$528,616
0.1% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
22,099
shares
|
$521,536
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
21,380
shares
|
$504,568
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
20,049
shares
|
$473,156
0.13% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
18,423
shares
|
$434,782
0.19% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
18,202
shares
|
$429,567
0.01% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
17,867
shares
|
$421,661
0.0% of portfolio
|
Q2 2025
Added 47.03%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
17,241
shares
|
$406,887
0.0% of portfolio
|
Q2 2025
Added 55.18%
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
17,119
shares
|
$404,008
0.13% of portfolio
|
Q2 2024
Added 33.13%
|