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 8.16 Million shares, which have been reported (via 13F filing form) to have a value of $193 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
87,580
shares
|
$2.07 Million
0.04% of portfolio
|
Q3 2025
Added 105.28%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
77,922
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
74,161
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 32.97%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
71,945
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
66,534
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
65,506
shares
|
$1.55 Million
0.09% of portfolio
|
Q3 2025
Added 12.42%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
56,937
shares
|
$1.35 Million
0.33% of portfolio
|
Q3 2025
Added 37.34%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
56,204
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Added 400.88%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
53,542
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
50,703
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
48,346
shares
|
$1.14 Million
0.3% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
47,340
shares
|
$1.12 Million
0.87% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
47,079
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Added 24.8%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
47,020
shares
|
$1.11 Million
0.23% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
46,644
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Added 22.04%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
45,591
shares
|
$1.08 Million
0.13% of portfolio
|
Q3 2025
Added 56.88%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
43,989
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
43,289
shares
|
$1.02 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
43,082
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
41,879
shares
|
$991,275
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
41,836
shares
|
$990,258
0.0% of portfolio
|
Q3 2025
Added 142.65%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
38,953
shares
|
$922,017
0.04% of portfolio
|
Q3 2025
Added 15.82%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
38,255
shares
|
$905,495
0.0% of portfolio
|
Q3 2025
Added 41.51%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
35,765
shares
|
$846,557
0.54% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
35,161
shares
|
$832,260
0.01% of portfolio
|
Q3 2025
Added 2.4%
|
|