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 |
|---|---|---|---|---|---|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
18,148
shares
|
$429,563
0.05% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
18,017
shares
|
$426,462
0.0% of portfolio
|
Q3 2025
Added 14.31%
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
17,119
shares
|
$405,206
0.12% of portfolio
|
Q2 2024
Added 33.13%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
16,980
shares
|
$401,916
0.09% of portfolio
|
Q2 2025
Added 29.32%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
16,977
shares
|
$401,845
0.09% of portfolio
|
Q2 2025
Added 11.85%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
16,905
shares
|
$400,141
0.09% of portfolio
|
Q3 2025
Added 40.16%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
16,803
shares
|
$397,727
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
16,690
shares
|
$395,052
0.04% of portfolio
|
Q3 2025
Reduced 50.73%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
16,346
shares
|
$386,909
0.26% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
15,440
shares
|
$365,464
0.17% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
15,120
shares
|
$357,890
0.25% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 30, 2025 Q3 2025 |
14,862
shares
|
$351,783
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
14,838
shares
|
$351,215
0.02% of portfolio
|
Q3 2025
Added 21.25%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
14,584
shares
|
$345,203
0.0% of portfolio
|
Q3 2025
Added 32.77%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
14,015
shares
|
$331,735
0.0% of portfolio
|
Q3 2025
Reduced 76.27%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
13,591
shares
|
$321,698
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
13,139
shares
|
$311,000
0.01% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
13,100
shares
|
$310,077
0.02% of portfolio
|
Q3 2025
Added 43.96%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
12,910
shares
|
$305,579
0.01% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
12,721
shares
|
$301,106
0.0% of portfolio
|
Q3 2025
Added 7.89%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
12,642
shares
|
$299,236
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
11,768
shares
|
$278,548
0.07% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
11,506
shares
|
$272,347
0.14% of portfolio
|
Q4 2024
Added 21.53%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
10,665
shares
|
$252,440
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
10,272
shares
|
$243,138
0.02% of portfolio
|
Q3 2025
Added 20.08%
|
|