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 113 institutions that hold shares in the stock, with a total of 6.22 Million shares, which have been reported (via 13F filing form) to have a value of $144 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
535,442
shares
|
$12.4 Million
0.0% of portfolio
|
Q4 2024
Added 12.39%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
327,631
shares
|
$7.57 Million
0.0% of portfolio
|
Q4 2024
Added 16.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
298,378
shares
|
$6.9 Million
0.0% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
273,987
shares
|
$6.33 Million
0.1% of portfolio
|
Q1 2025
Added 13.92%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
273,666
shares
|
$6.32 Million
1.49% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
250,543
shares
|
$5.79 Million
0.37% of portfolio
|
Q4 2024
Added 34.56%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
240,179
shares
|
$5.55 Million
0.0% of portfolio
|
Q4 2024
Added 26.17%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
204,215
shares
|
$4.72 Million
0.0% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
185,510
shares
|
$4.29 Million
1.66% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
184,052
shares
|
$4.25 Million
0.03% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
180,929
shares
|
$4.18 Million
0.0% of portfolio
|
Q4 2024
Added 20.46%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
175,521
shares
|
$4.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
157,492
shares
|
$3.64 Million
0.15% of portfolio
|
Q1 2025
Added 22.81%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
157,112
shares
|
$3.63 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
135,131
shares
|
$3.12 Million
0.02% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
129,494
shares
|
$2.99 Million
0.04% of portfolio
|
Q4 2024
Added 43.31%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
119,520
shares
|
$2.76 Million
0.0% of portfolio
|
Q4 2024
Added 69.32%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
115,196
shares
|
$2.66 Million
0.75% of portfolio
|
Q1 2025
Added 58.93%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
86,059
shares
|
$1.99 Million
0.16% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
74,161
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2024
Reduced 32.97%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
67,298
shares
|
$1.56 Million
0.02% of portfolio
|
Q4 2024
Added 61.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
63,759
shares
|
$1.47 Million
0.0% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
60,376
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
57,884
shares
|
$1.34 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
56,324
shares
|
$1.3 Million
0.15% of portfolio
|
Q4 2024
Added 46.03%
|