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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
54,798
shares
|
$1.27 Million
0.09% of portfolio
|
Q1 2025
Added 9.02%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
51,649
shares
|
$1.19 Million
0.69% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
50,865
shares
|
$1.18 Million
0.05% of portfolio
|
Q1 2025
Added 401.73%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
49,410
shares
|
$1.14 Million
0.12% of portfolio
|
Q4 2024
Added 11.86%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
49,185
shares
|
$1.14 Million
0.48% of portfolio
|
Q4 2024
Added 14.84%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
48,935
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.92%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
48,143
shares
|
$1.11 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
46,644
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 22.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
46,575
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 50.15%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
45,467
shares
|
$1.05 Million
0.32% of portfolio
|
Q1 2022
Added 10.9%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
44,475
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
43,627
shares
|
$1.01 Million
0.28% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
41,409
shares
|
$956,961
0.01% of portfolio
|
Q4 2024
Added 20.82%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
41,391
shares
|
$956,546
0.01% of portfolio
|
Q3 2024
Added 11.33%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
39,962
shares
|
$923,521
0.01% of portfolio
|
Q4 2024
Reduced 34.26%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
39,517
shares
|
$913,237
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
39,007
shares
|
$901,451
0.68% of portfolio
|
Q1 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
38,573
shares
|
$891,422
0.34% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
37,038
shares
|
$855,948
0.0% of portfolio
|
Q4 2024
Added 40.27%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
35,584
shares
|
$822,346
0.04% of portfolio
|
Q4 2024
Added 9.76%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,133
shares
|
$788,813
0.01% of portfolio
|
Q3 2023
Added 1.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,180
shares
|
$766,789
0.0% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
32,335
shares
|
$747,261
0.01% of portfolio
|
Q4 2024
Added 202.37%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
30,848
shares
|
$712,897
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
30,121
shares
|
$696,096
0.06% of portfolio
|
Q4 2024
New holding
|