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 8.24 Million shares, which have been reported (via 13F filing form) to have a value of $195 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
546,535
shares
|
$12.9 Million
0.0% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
492,116
shares
|
$11.6 Million
0.0% of portfolio
|
Q3 2025
Added 10.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
413,656
shares
|
$9.79 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
337,140
shares
|
$7.98 Million
0.16% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
334,094
shares
|
$7.91 Million
0.0% of portfolio
|
Q3 2025
Added 13.71%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
284,451
shares
|
$6.73 Million
1.27% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
273,721
shares
|
$6.48 Million
0.0% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
272,724
shares
|
$6.46 Million
0.01% of portfolio
|
Q3 2025
Added 49.02%
|
|
|
Confluence Investment Management LLC
|
Jan 05, 2026 Q4 2025 |
243,914
shares
|
$5.77 Million
0.09% of portfolio
|
Q4 2025
Reduced 3.15%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
214,305
shares
|
$5.07 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
202,068
shares
|
$4.78 Million
0.16% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
191,201
shares
|
$4.53 Million
0.15% of portfolio
|
Q4 2025
Added 14.91%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 12, 2026 Q4 2025 |
184,260
shares
|
$4.36 Million
1.3% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
182,591
shares
|
$4.32 Million
0.03% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
179,545
shares
|
$4.25 Million
0.0% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
170,276
shares
|
$4.03 Million
0.02% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
168,606
shares
|
$3.99 Million
0.0% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
157,893
shares
|
$3.74 Million
0.78% of portfolio
|
Q4 2025
Added 8.04%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
154,783
shares
|
$3.66 Million
0.04% of portfolio
|
Q3 2025
Added 16.3%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
127,682
shares
|
$3.02 Million
0.26% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
126,137
shares
|
$2.99 Million
0.22% of portfolio
|
Q4 2025
Reduced 0.43%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
122,629
shares
|
$2.9 Million
0.18% of portfolio
|
Q3 2025
Added 56.39%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
121,416
shares
|
$2.87 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.15%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
108,639
shares
|
$2.57 Million
0.18% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
107,721
shares
|
$2.55 Million
0.0% of portfolio
|
Q3 2025
Added 2.64%
|
|