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 130 institutions that hold shares in the stock, with a total of 7.56 Million shares, which have been reported (via 13F filing form) to have a value of $179 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
16,980
shares
|
$400,728
0.1% of portfolio
|
Q2 2025
Added 29.32%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
16,977
shares
|
$400,657
0.09% of portfolio
|
Q2 2025
Added 11.85%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
16,977
shares
|
$400,657
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
16,803
shares
|
$396,550
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
16,134
shares
|
$380,762
0.05% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
16,122
shares
|
$380,479
0.0% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
15,923
shares
|
$375,782
0.27% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
15,762
shares
|
$371,983
0.0% of portfolio
|
Q2 2025
Added 19.23%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
15,403
shares
|
$363,510
0.0% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
15,014
shares
|
$354,330
0.31% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
14,862
shares
|
$350,743
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
14,690
shares
|
$346,684
0.17% of portfolio
|
Q2 2025
Added 16.45%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
13,009
shares
|
$307,012
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
12,927
shares
|
$305,077
0.0% of portfolio
|
Q2 2025
Reduced 36.88%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
12,910
shares
|
$304,676
0.01% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
12,238
shares
|
$288,816
0.02% of portfolio
|
Q2 2025
Added 25.42%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
12,061
shares
|
$284,639
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
11,898
shares
|
$280,792
0.02% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
11,791
shares
|
$278,267
0.0% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
11,768
shares
|
$277,724
0.1% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
11,506
shares
|
$271,541
0.14% of portfolio
|
Q4 2024
Added 21.53%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
11,244
shares
|
$265,358
0.23% of portfolio
|
Q1 2025
Reduced 19.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
11,221
shares
|
$264,815
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
11,175
shares
|
$263,730
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
11,055
shares
|
$260,898
0.0% of portfolio
|
Q2 2025
Reduced 4.77%
|