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 93 institutions that hold shares in the stock, with a total of 4.85 Million shares, which have been reported (via 13F filing form) to have a value of $115 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
51,287
shares
|
$1.21 Million
0.67% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
46,456
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Added 43.44%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
45,467
shares
|
$1.08 Million
0.32% of portfolio
|
Q1 2022
Added 10.9%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
44,173
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
42,829
shares
|
$1.01 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
41,582
shares
|
$985,077
0.01% of portfolio
|
Q3 2024
Added 11.27%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
41,391
shares
|
$980,552
0.02% of portfolio
|
Q3 2024
Added 11.33%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
41,068
shares
|
$972,900
0.26% of portfolio
|
Q3 2024
Added 18.37%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
39,007
shares
|
$924,075
0.68% of portfolio
|
Q1 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
38,570
shares
|
$913,723
0.12% of portfolio
|
Q3 2024
Added 62.24%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
38,383
shares
|
$909,293
0.33% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
38,220
shares
|
$905,431
0.0% of portfolio
|
Q3 2024
Added 28.9%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
34,273
shares
|
$811,927
0.01% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,133
shares
|
$808,610
0.01% of portfolio
|
Q3 2023
Added 1.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,180
shares
|
$786,034
0.0% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
32,420
shares
|
$768,029
0.04% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
31,019
shares
|
$734,840
0.0% of portfolio
|
Q3 2024
Added 29.35%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
27,212
shares
|
$644,652
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
26,405
shares
|
$625,534
0.0% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
23,960
shares
|
$567,612
0.87% of portfolio
|
Q4 2022
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
22,318
shares
|
$528,713
0.15% of portfolio
|
Q3 2024
Added 8.22%
|
|
|
Tlwm
San Antonio, TX |
Oct 07, 2024 Q3 2024 |
21,840
shares
|
$517,389
0.11% of portfolio
|
Q1 2024
Added 3.87%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
20,610
shares
|
$488,250
0.14% of portfolio
|
Q3 2024
Added 27.66%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
20,194
shares
|
$478,395
0.03% of portfolio
|
Q2 2024
Added 5.62%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
19,900
shares
|
$471,431
0.09% of portfolio
|
Q3 2024
Added 14.82%
|