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 118 institutions that hold shares in the stock, with a total of 7.21 Million shares, which have been reported (via 13F filing form) to have a value of $169 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
78,361
shares
|
$1.84 Million
0.14% of portfolio
|
Q1 2025
Added 160.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
74,161
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2024
Reduced 32.97%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
64,229
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
60,428
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Added 63.15%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
57,884
shares
|
$1.36 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
56,993
shares
|
$1.34 Million
0.52% of portfolio
|
Q1 2025
Added 15.87%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
55,412
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Added 13.24%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
54,798
shares
|
$1.28 Million
0.09% of portfolio
|
Q1 2025
Added 9.02%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
54,406
shares
|
$1.28 Million
0.24% of portfolio
|
Q1 2025
Added 13.01%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
50,865
shares
|
$1.19 Million
0.05% of portfolio
|
Q1 2025
Added 401.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
49,722
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
46,814
shares
|
$1.1 Million
0.31% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
46,644
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Added 22.04%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
46,598
shares
|
$1.09 Million
0.79% of portfolio
|
Q1 2025
Added 19.46%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
46,069
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Added 11.25%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
44,514
shares
|
$1.04 Million
0.3% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
42,664
shares
|
$1 Million
0.02% of portfolio
|
Q1 2025
Added 535.45%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
42,479
shares
|
$995,707
0.01% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
42,043
shares
|
$985,487
0.01% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
40,400
shares
|
$946,976
0.09% of portfolio
|
Q1 2025
Reduced 18.24%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
40,395
shares
|
$946,858
0.0% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
38,547
shares
|
$903,541
0.35% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
37,724
shares
|
$884,250
0.0% of portfolio
|
Q1 2025
Added 81.88%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,133
shares
|
$800,077
0.01% of portfolio
|
Q3 2023
Added 1.19%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
34,009
shares
|
$797,170
0.01% of portfolio
|
Q1 2025
Added 5.18%
|