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 |
---|---|---|---|---|---|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
996
shares
|
$23,615
0.0% of portfolio
|
Q1 2024
Added 43.1%
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2024 Q2 2024 |
850
shares
|
$20,153
0.0% of portfolio
|
Q2 2024
New holding
|
|
Chris Bulman Inc
Roseville, CA |
Aug 06, 2024 Q2 2024 |
841
shares
|
$19,940
0.01% of portfolio
|
Q2 2024
New holding
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
784
shares
|
$18,588
0.0% of portfolio
|
Q1 2022
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
646
shares
|
$15,316
0.0% of portfolio
|
Q4 2022
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
544
shares
|
$12,898
0.0% of portfolio
|
Q2 2024
Added 14.77%
|
|
West Branch Capital LLC
|
Jul 26, 2024 Q2 2024 |
500
shares
|
$11,855
0.0% of portfolio
|
Q2 2022
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|