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 83 institutions that hold shares in the stock, with a total of 4.44 Million shares, which have been reported (via 13F filing form) to have a value of $105 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
39,073
shares
|
$926,420
0.05% of portfolio
|
Q2 2024
New holding
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 14, 2024 Q2 2024 |
39,007
shares
|
$924,855
0.69% of portfolio
|
Q1 2024
New holding
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
38,007
shares
|
$901,145
0.34% of portfolio
|
Q2 2024
Added 8.57%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
37,371
shares
|
$886,066
0.01% of portfolio
|
Q1 2024
Added 144.86%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
37,180
shares
|
$881,537
0.02% of portfolio
|
Q2 2024
Added 2.34%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
36,062
shares
|
$855,030
0.01% of portfolio
|
Q2 2024
Reduced 10.93%
|
|
Paulson Wealth Management Inc.
|
Jul 25, 2024 Q2 2024 |
34,694
shares
|
$822,594
0.24% of portfolio
|
Q2 2024
Added 22.42%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,133
shares
|
$809,293
0.01% of portfolio
|
Q3 2023
Added 1.19%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
32,386
shares
|
$767,872
0.01% of portfolio
|
Q4 2023
Reduced 13.3%
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
30,482
shares
|
$722,728
0.09% of portfolio
|
Q2 2024
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
30,309
shares
|
$718,626
0.0% of portfolio
|
Q2 2024
Added 5.49%
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
29,652
shares
|
$703,048
0.0% of portfolio
|
Q2 2024
New holding
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
27,123
shares
|
$643,086
0.0% of portfolio
|
Q2 2024
Added 43.49%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
25,122
shares
|
$595,642
0.0% of portfolio
|
Q2 2024
Added 6.3%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
23,980
shares
|
$568,565
0.0% of portfolio
|
Q2 2024
Added 43.85%
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
23,960
shares
|
$568,091
0.87% of portfolio
|
Q4 2022
New holding
|
|
Moneco Advisors, LLC
Fairfield, CT |
Jul 19, 2024 Q2 2024 |
23,774
shares
|
$563,681
0.08% of portfolio
|
Q2 2024
Added 122.79%
|
|
Tlwm
San Antonio, TX |
Jul 12, 2024 Q2 2024 |
21,840
shares
|
$517,826
0.11% of portfolio
|
Q1 2024
Added 3.87%
|
|
Krilogy Financial LLC
|
Jul 22, 2024 Q2 2024 |
21,634
shares
|
$512,942
0.04% of portfolio
|
Q2 2024
Reduced 5.67%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
20,854
shares
|
$494,448
0.0% of portfolio
|
Q2 2024
Added 15.37%
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 16, 2024 Q2 2024 |
20,623
shares
|
$488,971
0.17% of portfolio
|
Q2 2024
Added 9.01%
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 01, 2024 Q2 2024 |
20,194
shares
|
$478,799
0.03% of portfolio
|
Q2 2024
Added 5.62%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
18,978
shares
|
$449,968
0.01% of portfolio
|
Q2 2024
New holding
|
|
Royal Harbor Partners, LLC
|
Jul 30, 2024 Q2 2024 |
18,042
shares
|
$427,775
0.22% of portfolio
|
Q2 2024
Reduced 8.75%
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 12, 2024 Q2 2024 |
17,331
shares
|
$410,918
0.09% of portfolio
|
Q2 2024
Added 41.81%
|