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 107 institutions that hold shares in the stock, with a total of 5.62 Million shares, which have been reported (via 13F filing form) to have a value of $133 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
12,314
shares
|
$291,102
0.0% of portfolio
|
Q3 2024
Added 11.59%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
12,312
shares
|
$291,055
0.0% of portfolio
|
Q3 2024
Added 20.28%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
11,768
shares
|
$278,195
0.11% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
11,669
shares
|
$275,855
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
11,506
shares
|
$272,001
0.14% of portfolio
|
Q4 2024
Added 21.53%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
11,226
shares
|
$265,382
0.13% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
11,084
shares
|
$262,025
0.02% of portfolio
|
Q4 2024
Added 5.12%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
10,692
shares
|
$252,758
0.0% of portfolio
|
Q4 2024
Added 99.44%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
10,533
shares
|
$249,000
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
10,138
shares
|
$239,662
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
9,463
shares
|
$223,705
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
9,400
shares
|
$222,216
0.0% of portfolio
|
Q4 2024
Reduced 34.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
9,267
shares
|
$219,071
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
8,900
shares
|
$210,396
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
8,760
shares
|
$207,086
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
8,494
shares
|
$200,798
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
8,459
shares
|
$199,970
0.0% of portfolio
|
Q3 2024
Added 33.13%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
8,455
shares
|
$199,876
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
7,659
shares
|
$181,058
0.0% of portfolio
|
Q4 2024
Added 38.3%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
7,060
shares
|
$166,898
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
5,520
shares
|
$130,492
0.01% of portfolio
|
Q4 2024
Added 74.68%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,385
shares
|
$127,301
0.0% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
3,993
shares
|
$94,394
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
2,208
shares
|
$52,197
0.0% of portfolio
|
Q4 2024
Added 11.12%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,816
shares
|
$42,930
0.0% of portfolio
|
Q4 2024
Added 30.37%
|