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 112 institutions that hold shares in the stock, with a total of 5.87 Million shares, which have been reported (via 13F filing form) to have a value of $139 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
23,960
shares
|
$565,935
0.87% of portfolio
|
Q4 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
22,396
shares
|
$528,993
0.0% of portfolio
|
Q4 2024
Added 61.52%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
22,276
shares
|
$526,159
0.1% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
22,158
shares
|
$523,371
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
20,741
shares
|
$489,902
0.0% of portfolio
|
Q4 2024
Added 68.43%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
20,612
shares
|
$486,855
0.0% of portfolio
|
Q4 2024
Added 67.41%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
20,510
shares
|
$484,446
0.14% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
20,194
shares
|
$476,982
0.03% of portfolio
|
Q2 2024
Added 5.62%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
20,092
shares
|
$474,573
0.13% of portfolio
|
Q4 2024
Reduced 9.97%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
18,978
shares
|
$448,260
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
17,752
shares
|
$419,302
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
17,530
shares
|
$414,058
0.0% of portfolio
|
Q4 2024
Added 107.23%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
17,322
shares
|
$409,145
0.31% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
17,119
shares
|
$404,350
0.14% of portfolio
|
Q2 2024
Added 33.13%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
16,803
shares
|
$396,886
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
16,322
shares
|
$385,525
0.0% of portfolio
|
Q4 2024
Added 14.01%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
16,078
shares
|
$379,762
0.18% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
15,809
shares
|
$373,408
0.01% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
15,763
shares
|
$372,322
0.29% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 31, 2025 Q4 2024 |
14,862
shares
|
$351,040
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
14,015
shares
|
$331,034
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
13,923
shares
|
$328,861
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
13,883
shares
|
$327,916
0.0% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
12,910
shares
|
$304,934
0.01% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
12,705
shares
|
$300,092
0.03% of portfolio
|
Q4 2024
New holding
|