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 |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
850
shares
|
$20,119
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
784
shares
|
$18,557
0.0% of portfolio
|
Q3 2025
Reduced 28.14%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
500
shares
|
$11,835
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
150
shares
|
$3,550
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|