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 7.56 Million shares, which have been reported (via 13F filing form) to have a value of $179 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
75,387
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2025
Added 17.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
74,161
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2024
Reduced 32.97%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
73,984
shares
|
$1.75 Million
0.01% of portfolio
|
Q2 2025
Added 22.43%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
63,104
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
Added 13.88%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
59,049
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Added 321.33%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
58,267
shares
|
$1.38 Million
0.09% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
49,939
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
49,476
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
48,378
shares
|
$1.14 Million
0.24% of portfolio
|
Q2 2025
Reduced 11.08%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
48,346
shares
|
$1.14 Million
0.3% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Aug 12, 2025 Q2 2025 |
47,340
shares
|
$1.12 Million
1.0% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
46,644
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Added 22.04%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
46,275
shares
|
$1.09 Million
0.07% of portfolio
|
Q2 2025
Added 14.54%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
44,030
shares
|
$1.04 Million
0.39% of portfolio
|
Q2 2025
Reduced 22.74%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
43,872
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 69.95%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
42,784
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
42,664
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2025
Added 535.45%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
41,758
shares
|
$985,488
0.01% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
41,456
shares
|
$978,361
0.26% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
37,724
shares
|
$890,286
0.0% of portfolio
|
Q1 2025
Added 81.88%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
35,185
shares
|
$830,366
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
34,337
shares
|
$810,353
0.01% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,133
shares
|
$805,538
0.01% of portfolio
|
Q3 2023
Added 1.19%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
33,956
shares
|
$801,361
0.52% of portfolio
|
Q2 2025
Reduced 27.13%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
33,876
shares
|
$799,473
0.08% of portfolio
|
Q2 2025
Reduced 41.48%
|