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 |
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
11,040
shares
|
$260,544
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
10,984
shares
|
$259,222
0.0% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
10,665
shares
|
$251,694
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
10,659
shares
|
$251,552
0.19% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
10,465
shares
|
$246,974
0.11% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
9,823
shares
|
$231,822
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
9,484
shares
|
$223,822
0.0% of portfolio
|
Q2 2025
Reduced 14.27%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
9,100
shares
|
$214,760
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
8,949
shares
|
$211,196
0.0% of portfolio
|
Q2 2025
Added 586.8%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
8,566
shares
|
$202,157
0.16% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
8,554
shares
|
$201,874
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
8,455
shares
|
$199,538
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
7,368
shares
|
$173,884
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
7,060
shares
|
$166,616
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
5,349
shares
|
$126,236
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
4,875
shares
|
$115,050
0.01% of portfolio
|
Q2 2025
Reduced 11.68%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,691
shares
|
$110,707
0.0% of portfolio
|
Q2 2025
Reduced 28.55%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
4,200
shares
|
$99,120
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,956
shares
|
$69,761
0.0% of portfolio
|
Q2 2025
Reduced 25.97%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,220
shares
|
$52,392
0.0% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,587
shares
|
$37,453
0.0% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,435
shares
|
$33,866
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,393
shares
|
$32,874
0.0% of portfolio
|
Q1 2025
Reduced 23.29%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,091
shares
|
$25,747
0.0% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
850
shares
|
$20,060
0.0% of portfolio
|
Q2 2024
New holding
|