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 $178 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
536,467
shares
|
$12.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
445,666
shares
|
$10.5 Million
0.0% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
426,482
shares
|
$10.1 Million
0.0% of portfolio
|
Q2 2025
Added 25.84%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
315,561
shares
|
$7.45 Million
0.18% of portfolio
|
Q2 2025
Added 13.08%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
293,809
shares
|
$6.93 Million
0.0% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
283,788
shares
|
$6.7 Million
1.37% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
265,158
shares
|
$6.26 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
257,482
shares
|
$6.08 Million
0.0% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
201,020
shares
|
$4.74 Million
0.19% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
184,052
shares
|
$4.34 Million
0.03% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
183,010
shares
|
$4.32 Million
0.01% of portfolio
|
Q2 2025
Added 9.9%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
182,851
shares
|
$4.32 Million
1.46% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
169,885
shares
|
$4.01 Million
0.0% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
166,610
shares
|
$3.93 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
165,074
shares
|
$3.9 Million
0.02% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
147,798
shares
|
$3.49 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
140,666
shares
|
$3.32 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
133,095
shares
|
$3.14 Million
0.03% of portfolio
|
Q2 2025
Added 44.41%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
130,764
shares
|
$3.09 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
128,734
shares
|
$3.04 Million
0.74% of portfolio
|
Q2 2025
Added 11.75%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
120,405
shares
|
$2.84 Million
0.28% of portfolio
|
Q1 2025
Added 44.56%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
105,006
shares
|
$2.48 Million
0.2% of portfolio
|
Q1 2025
Added 22.02%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
89,011
shares
|
$2.1 Million
1.67% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
82,365
shares
|
$1.94 Million
0.0% of portfolio
|
Q2 2025
Reduced 27.82%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
78,411
shares
|
$1.85 Million
0.12% of portfolio
|
Q2 2025
Added 0.06%
|