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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
53,729
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Added 368.14%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
51,649
shares
|
$1.22 Million
0.69% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
50,266
shares
|
$1.19 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
49,410
shares
|
$1.17 Million
0.12% of portfolio
|
Q4 2024
Added 11.86%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
49,185
shares
|
$1.16 Million
0.48% of portfolio
|
Q4 2024
Added 14.84%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
45,467
shares
|
$1.08 Million
0.32% of portfolio
|
Q1 2022
Added 10.9%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
44,475
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
41,582
shares
|
$983,830
0.01% of portfolio
|
Q3 2024
Added 11.27%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
41,391
shares
|
$979,311
0.02% of portfolio
|
Q3 2024
Added 11.33%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
41,068
shares
|
$971,668
0.26% of portfolio
|
Q3 2024
Added 18.37%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
39,007
shares
|
$922,905
0.68% of portfolio
|
Q1 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
38,570
shares
|
$912,566
0.12% of portfolio
|
Q3 2024
Added 62.24%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
38,383
shares
|
$908,141
0.33% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
38,220
shares
|
$904,285
0.0% of portfolio
|
Q3 2024
Added 28.9%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
34,273
shares
|
$810,899
0.01% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,133
shares
|
$807,586
0.01% of portfolio
|
Q3 2023
Added 1.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,180
shares
|
$785,038
0.0% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
32,420
shares
|
$767,057
0.04% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
31,019
shares
|
$733,909
0.0% of portfolio
|
Q3 2024
Added 29.35%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
30,848
shares
|
$729,863
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
27,487
shares
|
$650,342
0.12% of portfolio
|
Q4 2024
Added 38.13%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
27,212
shares
|
$643,835
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
26,405
shares
|
$624,742
0.0% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
23,960
shares
|
$566,893
0.87% of portfolio
|
Q4 2022
New holding
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
22,276
shares
|
$527,050
0.1% of portfolio
|
Q4 2024
Added 2.0%
|