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 104 institutions that hold shares in the stock, with a total of 5.28 Million shares, which have been reported (via 13F filing form) to have a value of $125 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
22,158
shares
|
$524,258
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
20,610
shares
|
$487,632
0.14% of portfolio
|
Q3 2024
Added 27.66%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
20,194
shares
|
$477,790
0.03% of portfolio
|
Q2 2024
Added 5.62%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
20,092
shares
|
$475,376
0.13% of portfolio
|
Q4 2024
Reduced 9.97%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
19,186
shares
|
$453,940
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
18,978
shares
|
$449,019
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
17,322
shares
|
$409,838
0.31% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
17,119
shares
|
$405,035
0.14% of portfolio
|
Q2 2024
Added 33.13%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
16,803
shares
|
$397,558
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
16,078
shares
|
$380,405
0.18% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
15,763
shares
|
$372,952
0.29% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
15,663
shares
|
$370,586
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 31, 2025 Q4 2024 |
14,862
shares
|
$351,634
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
14,316
shares
|
$338,716
0.0% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
14,015
shares
|
$331,594
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
13,923
shares
|
$329,418
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
13,866
shares
|
$328,069
0.0% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
13,492
shares
|
$319,220
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,970
shares
|
$306,870
0.02% of portfolio
|
Q3 2024
Reduced 66.81%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
12,910
shares
|
$305,450
0.01% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
12,615
shares
|
$298,470
0.16% of portfolio
|
Q4 2024
Added 18.23%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
12,334
shares
|
$291,822
0.02% of portfolio
|
Q3 2024
Reduced 42.99%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
12,314
shares
|
$291,349
0.0% of portfolio
|
Q3 2024
Added 11.59%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
12,312
shares
|
$291,301
0.0% of portfolio
|
Q3 2024
Added 20.28%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
11,768
shares
|
$278,430
0.11% of portfolio
|
Q4 2024
Added 7.73%
|