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 112 institutions that hold shares in the stock, with a total of 5.87 Million shares, which have been reported (via 13F filing form) to have a value of $139 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
12,615
shares
|
$298,218
0.16% of portfolio
|
Q4 2024
Added 18.23%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
12,334
shares
|
$291,575
0.02% of portfolio
|
Q3 2024
Reduced 42.99%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
11,768
shares
|
$278,195
0.11% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
11,506
shares
|
$272,001
0.14% of portfolio
|
Q4 2024
Added 21.53%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
11,506
shares
|
$272,001
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
11,226
shares
|
$265,382
0.13% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
11,084
shares
|
$262,025
0.02% of portfolio
|
Q4 2024
Added 5.12%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
10,840
shares
|
$256,257
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
10,692
shares
|
$252,758
0.0% of portfolio
|
Q4 2024
Added 99.44%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
10,533
shares
|
$249,000
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
10,138
shares
|
$239,662
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
10,049
shares
|
$237,558
0.0% of portfolio
|
Q4 2024
Added 14.71%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
9,608
shares
|
$227,133
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
9,463
shares
|
$223,705
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
9,400
shares
|
$222,216
0.0% of portfolio
|
Q4 2024
Reduced 34.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
9,306
shares
|
$219,993
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
8,900
shares
|
$210,396
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
8,494
shares
|
$200,798
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
8,455
shares
|
$199,876
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
7,659
shares
|
$181,058
0.0% of portfolio
|
Q4 2024
Added 38.3%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Feb 11, 2025 Q4 2024 |
7,060
shares
|
$166,898
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
6,714
shares
|
$158,718
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
6,565
shares
|
$155,196
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
5,520
shares
|
$130,492
0.01% of portfolio
|
Q4 2024
Added 74.68%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,385
shares
|
$127,301
0.0% of portfolio
|
Q4 2024
Reduced 2.36%
|