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 |
|---|---|---|---|---|---|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Oct 28, 2025 Q3 2025 |
9,317
shares
|
$220,533
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
9,129
shares
|
$216,083
0.0% of portfolio
|
Q3 2025
Reduced 29.38%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
9,125
shares
|
$215,988
0.02% of portfolio
|
Q3 2025
Added 87.18%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
9,047
shares
|
$214,142
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
8,857
shares
|
$209,645
0.0% of portfolio
|
Q3 2025
Reduced 42.5%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
8,727
shares
|
$206,568
0.0% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
8,617
shares
|
$203,964
0.15% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
8,564
shares
|
$202,709
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
8,511
shares
|
$201,455
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
8,455
shares
|
$200,129
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
7,417
shares
|
$175,560
0.0% of portfolio
|
Q3 2025
Added 416.86%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
7,368
shares
|
$174,400
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 03, 2025 Q3 2025 |
7,060
shares
|
$167,110
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
6,793
shares
|
$160,790
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5,765
shares
|
$136,457
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
5,349
shares
|
$126,610
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
5,200
shares
|
$123,084
0.03% of portfolio
|
Q3 2025
Added 550.0%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,691
shares
|
$111,035
0.0% of portfolio
|
Q2 2025
Reduced 28.55%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
4,382
shares
|
$103,721
0.08% of portfolio
|
Q3 2025
Reduced 61.03%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
4,094
shares
|
$96,904
0.0% of portfolio
|
Q3 2025
Added 157.97%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,013
shares
|
$94,987
0.0% of portfolio
|
Q3 2025
Reduced 63.7%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,100
shares
|
$73,377
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,929
shares
|
$69,329
0.0% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
2,252
shares
|
$53,304
0.0% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,393
shares
|
$32,972
0.0% of portfolio
|
Q1 2025
Reduced 23.29%
|
|