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 97 institutions that hold shares in the stock, with a total of 5.15 Million shares, which have been reported (via 13F filing form) to have a value of $121 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
10,694
shares
|
$252,806
0.0% of portfolio
|
Q3 2024
Added 90.83%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
10,670
shares
|
$252,238
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
10,544
shares
|
$249,260
0.02% of portfolio
|
Q3 2024
Added 14.77%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
9,463
shares
|
$223,705
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
9,267
shares
|
$219,071
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
8,900
shares
|
$210,396
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
8,760
shares
|
$207,086
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
8,459
shares
|
$199,970
0.0% of portfolio
|
Q3 2024
Added 33.13%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
7,060
shares
|
$166,898
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
5,538
shares
|
$130,918
0.0% of portfolio
|
Q3 2024
Added 918.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
5,515
shares
|
$130,374
0.0% of portfolio
|
Q3 2024
Reduced 48.7%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
5,361
shares
|
$126,734
0.0% of portfolio
|
Q3 2024
Added 347.5%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
3,160
shares
|
$74,702
0.01% of portfolio
|
Q3 2024
Added 25.15%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
2,100
shares
|
$49,644
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,978
shares
|
$46,759
0.0% of portfolio
|
Q2 2024
Added 182.57%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,393
shares
|
$32,930
0.0% of portfolio
|
Q4 2022
Reduced 47.87%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,136
shares
|
$26,855
0.0% of portfolio
|
Q3 2024
Added 44.9%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,009
shares
|
$23,852
0.0% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
850
shares
|
$20,094
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
500
shares
|
$11,820
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
437
shares
|
$10,330
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|