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 |
---|---|---|---|---|---|
Wespac Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
17,322
shares
|
$410,704
0.33% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
Bill Few Associates, Inc.
|
Jul 16, 2024 Q2 2024 |
17,119
shares
|
$405,891
0.16% of portfolio
|
Q2 2024
Added 33.13%
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
16,145
shares
|
$382,797
0.13% of portfolio
|
Q2 2024
Added 5.87%
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 15, 2024 Q2 2024 |
15,831
shares
|
$375,353
0.22% of portfolio
|
Q2 2024
Reduced 14.94%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
15,381
shares
|
$364,683
0.0% of portfolio
|
Q2 2024
Added 9.07%
|
|
Horizons Wealth Management
Asheville, NC |
Jul 22, 2024 Q2 2024 |
15,340
shares
|
$363,711
0.29% of portfolio
|
Q2 2024
Added 4.88%
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jul 25, 2024 Q2 2024 |
14,862
shares
|
$352,378
0.35% of portfolio
|
Q4 2023
New holding
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
14,015
shares
|
$332,295
0.0% of portfolio
|
Q1 2024
New holding
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
13,029
shares
|
$308,917
0.0% of portfolio
|
Q2 2024
Added 11.54%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
12,910
shares
|
$306,096
0.01% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
11,477
shares
|
$272,119
0.0% of portfolio
|
Q2 2024
Reduced 13.67%
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jul 19, 2024 Q2 2024 |
11,234
shares
|
$266,358
0.14% of portfolio
|
Q2 2024
Added 1.84%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
11,035
shares
|
$261,639
0.0% of portfolio
|
Q2 2024
Added 0.14%
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 02, 2024 Q2 2024 |
10,924
shares
|
$259,008
0.11% of portfolio
|
Q1 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
10,898
shares
|
$258,391
0.0% of portfolio
|
Q2 2024
Added 0.42%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
10,750
shares
|
$254,882
0.0% of portfolio
|
Q2 2024
Reduced 69.27%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
10,236
shares
|
$242,695
0.0% of portfolio
|
Q2 2024
New holding
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
9,187
shares
|
$217,823
0.02% of portfolio
|
Q2 2024
New holding
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
8,760
shares
|
$207,699
0.0% of portfolio
|
Q2 2024
New holding
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
6,354
shares
|
$150,653
0.0% of portfolio
|
Q2 2024
Added 15.51%
|
|
First Command Advisory Services, Inc.
|
Jul 26, 2024 Q2 2024 |
5,604
shares
|
$132,870
0.0% of portfolio
|
Q2 2024
Added 88.37%
|
|
Webster Bank, N. A.
|
Jul 12, 2024 Q2 2024 |
2,525
shares
|
$59,867
0.01% of portfolio
|
Q1 2024
Added 49.85%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,978
shares
|
$46,898
0.0% of portfolio
|
Q2 2024
Added 182.57%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
1,393
shares
|
$33,028
0.0% of portfolio
|
Q4 2022
Reduced 47.87%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
1,198
shares
|
$28,404
0.0% of portfolio
|
Q2 2024
New holding
|