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 121 institutions that hold shares in the stock, with a total of 7.1 Million shares, which have been reported (via 13F filing form) to have a value of $167 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
15,403
shares
|
$362,432
0.0% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
15,178
shares
|
$357,138
0.09% of portfolio
|
Q1 2025
Added 60.39%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
14,905
shares
|
$350,714
0.4% of portfolio
|
Q1 2025
Added 75.48%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
14,862
shares
|
$349,702
0.36% of portfolio
|
Q4 2023
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
14,015
shares
|
$329,772
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
13,220
shares
|
$311,066
0.0% of portfolio
|
Q1 2025
Added 42.06%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
13,009
shares
|
$306,101
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
12,910
shares
|
$303,772
0.0% of portfolio
|
Q1 2025
Reduced 18.34%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
12,910
shares
|
$303,772
0.01% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
12,615
shares
|
$296,830
0.17% of portfolio
|
Q4 2024
Added 18.23%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
12,461
shares
|
$293,207
0.03% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
12,152
shares
|
$285,936
0.0% of portfolio
|
Q1 2025
Added 29.28%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
11,768
shares
|
$276,901
0.1% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
11,609
shares
|
$273,159
0.0% of portfolio
|
Q1 2025
Added 51.57%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
11,506
shares
|
$270,736
0.14% of portfolio
|
Q4 2024
Added 21.53%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
11,244
shares
|
$264,571
0.23% of portfolio
|
Q1 2025
Reduced 19.24%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
11,175
shares
|
$262,947
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
11,119
shares
|
$261,630
0.13% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
11,110
shares
|
$261,418
0.0% of portfolio
|
Q1 2025
Reduced 91.81%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
11,063
shares
|
$260,312
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Apr 22, 2025 Q1 2025 |
10,582
shares
|
$248,994
0.22% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
10,293
shares
|
$242,194
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
9,758
shares
|
$229,605
0.02% of portfolio
|
Q1 2025
Reduced 11.96%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
8,678
shares
|
$204,193
0.01% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
8,638
shares
|
$203,252
0.01% of portfolio
|
Q1 2025
New holding
|