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 |
|---|---|---|---|---|---|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
8,600
shares
|
$202,358
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
8,512
shares
|
$200,287
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
8,455
shares
|
$198,946
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
7,368
shares
|
$173,369
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
May 07, 2025 Q1 2025 |
7,060
shares
|
$166,121
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
6,565
shares
|
$154,474
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
5,349
shares
|
$125,861
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
4,875
shares
|
$114,708
0.01% of portfolio
|
Q2 2025
Reduced 11.68%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,993
shares
|
$93,955
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,220
shares
|
$52,236
0.0% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,581
shares
|
$37,200
0.0% of portfolio
|
Q1 2025
Reduced 28.4%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,435
shares
|
$33,765
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,393
shares
|
$32,777
0.0% of portfolio
|
Q1 2025
Reduced 23.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,303
shares
|
$30,659
0.0% of portfolio
|
Q1 2025
Reduced 75.8%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,091
shares
|
$25,671
0.0% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
850
shares
|
$20,000
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
800
shares
|
$18,824
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
790
shares
|
$18,588
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
500
shares
|
$11,765
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
150
shares
|
$3,529
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|