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 |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,133
shares
|
$807,928
0.01% of portfolio
|
Q3 2023
Added 1.19%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
33,956
shares
|
$803,738
0.46% of portfolio
|
Q2 2025
Reduced 27.13%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,180
shares
|
$785,370
0.0% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
31,920
shares
|
$755,546
0.02% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
30,839
shares
|
$729,959
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
30,245
shares
|
$715,899
0.09% of portfolio
|
Q3 2025
Added 41.46%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
30,123
shares
|
$713,011
0.11% of portfolio
|
Q3 2025
Added 31.79%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Nov 17, 2025 Q3 2025 |
28,399
shares
|
$672,204
0.29% of portfolio
|
Q3 2025
Added 54.15%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
28,151
shares
|
$666,334
0.12% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
27,514
shares
|
$651,256
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
25,872
shares
|
$612,390
0.42% of portfolio
|
Q2 2025
Added 49.36%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
25,788
shares
|
$610,401
0.19% of portfolio
|
Q3 2025
Added 14.13%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
24,312
shares
|
$575,465
0.0% of portfolio
|
Q2 2025
Added 17.95%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
24,058
shares
|
$569,452
0.01% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
23,960
shares
|
$567,133
0.87% of portfolio
|
Q4 2022
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
22,821
shares
|
$540,173
0.11% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
22,590
shares
|
$534,705
0.0% of portfolio
|
Q3 2025
Added 26.43%
|
|
|
Tlwm
San Antonio, TX |
Oct 10, 2025 Q3 2025 |
22,210
shares
|
$525,710
0.1% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
22,093
shares
|
$522,941
0.14% of portfolio
|
Q3 2025
Added 10.2%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
21,020
shares
|
$497,543
0.19% of portfolio
|
Q3 2025
Added 90.4%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
20,496
shares
|
$485,140
0.02% of portfolio
|
Q3 2025
Reduced 7.25%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
20,365
shares
|
$482,039
0.03% of portfolio
|
Q3 2025
Added 82.24%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
20,063
shares
|
$474,891
0.0% of portfolio
|
Q3 2025
Added 124.19%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
18,343
shares
|
$434,178
0.0% of portfolio
|
Q3 2025
Added 13.78%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
18,332
shares
|
$433,918
0.01% of portfolio
|
Q3 2025
Added 0.71%
|
|