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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
33,632
shares
|
$788,334
0.04% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
33,180
shares
|
$777,739
0.0% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
30,848
shares
|
$723,077
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
30,801
shares
|
$721,975
0.01% of portfolio
|
Q1 2025
Reduced 30.75%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
29,737
shares
|
$697,035
0.0% of portfolio
|
Q1 2025
Added 32.78%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
28,971
shares
|
$679,080
0.13% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
28,259
shares
|
$662,390
0.04% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
23,960
shares
|
$561,622
0.87% of portfolio
|
Q4 2022
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
23,206
shares
|
$543,948
0.01% of portfolio
|
Q1 2025
Added 22.28%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
22,587
shares
|
$529,439
0.09% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
22,399
shares
|
$525,032
0.11% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
21,370
shares
|
$500,912
0.15% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
20,612
shares
|
$483,145
0.12% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
20,612
shares
|
$483,145
0.0% of portfolio
|
Q4 2024
Added 67.41%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
20,480
shares
|
$480,051
0.0% of portfolio
|
Q1 2025
Added 16.83%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
20,194
shares
|
$473,347
0.03% of portfolio
|
Q2 2024
Added 5.62%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 15, 2025 Q1 2025 |
18,578
shares
|
$435,468
0.2% of portfolio
|
Q1 2025
Added 15.55%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
17,818
shares
|
$417,653
0.01% of portfolio
|
Q1 2025
Added 4092.47%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
17,322
shares
|
$406,027
0.35% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
17,119
shares
|
$401,269
0.15% of portfolio
|
Q2 2024
Added 33.13%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
16,964
shares
|
$397,636
0.05% of portfolio
|
Q1 2025
Added 56.49%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
16,803
shares
|
$393,862
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
16,328
shares
|
$382,728
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
15,763
shares
|
$369,484
0.28% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
15,372
shares
|
$360,319
0.0% of portfolio
|
Q1 2025
Added 10.73%
|