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 |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
19,186
shares
|
$454,708
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
18,978
shares
|
$449,778
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
17,322
shares
|
$410,531
0.31% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
17,119
shares
|
$405,720
0.15% of portfolio
|
Q2 2024
Added 33.13%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Oct 22, 2024 Q3 2024 |
15,831
shares
|
$375,194
0.21% of portfolio
|
Q2 2024
Reduced 14.94%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
15,763
shares
|
$373,583
0.29% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
15,663
shares
|
$371,213
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
14,862
shares
|
$352,229
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
14,322
shares
|
$339,431
0.0% of portfolio
|
Q3 2024
Reduced 47.2%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
14,316
shares
|
$339,289
0.0% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
14,015
shares
|
$332,155
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
13,866
shares
|
$328,624
0.0% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,970
shares
|
$307,389
0.02% of portfolio
|
Q3 2024
Reduced 66.81%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
12,910
shares
|
$305,967
0.01% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
12,334
shares
|
$292,315
0.02% of portfolio
|
Q3 2024
Reduced 42.99%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
12,314
shares
|
$291,841
0.0% of portfolio
|
Q3 2024
Added 11.59%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
12,312
shares
|
$291,794
0.0% of portfolio
|
Q3 2024
Added 20.28%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
11,669
shares
|
$276,555
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
11,319
shares
|
$268,260
0.13% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
10,924
shares
|
$258,898
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
10,694
shares
|
$253,447
0.0% of portfolio
|
Q3 2024
Added 90.83%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
10,670
shares
|
$252,879
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
10,544
shares
|
$249,892
0.02% of portfolio
|
Q3 2024
Added 14.77%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
9,468
shares
|
$224,391
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
9,463
shares
|
$224,273
0.06% of portfolio
|
Q3 2024
New holding
|