Who owns Invesco Exch Trd Slf Idx Fd bulshs 2027 muni?
- Ticker: BSMR
- CUSIP Number: 46138j494
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Analyze quarterly positions in Invesco Exch Trd Slf Idx Fd bulshs 2027 muni with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Invesco Exch Trd Slf Idx Fd bulshs 2027 muni stock
Who bought or sold Invesco Exch Trd Slf Idx Fd bulshs 2027 muni this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 537k | $13M | 100% | Jun 2025 |
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| Wells Fargo & Company | 492k | $12M | 10% | Sep 2025 |
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| LPL Financial | 414k | $9.8M | -3% | Sep 2025 |
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| Union Bankshares | 337k | $8.0M | 7% | Sep 2025 |
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| Invesco | 334k | $7.9M | 14% | Sep 2025 |
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| Key FInancial | 285k | $6.7M | 0% | Sep 2025 |
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| Commonwealth Equity Services | 273k | $6.5M | 49% | Sep 2025 |
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| Confluence Investment Management | 252k | $6.0M | -5% | Sep 2025 |
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| Summit Financial | 214k | $5.1M | 100% | Sep 2025 |
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| VestGen Advisors | 202k | $4.8M | 1% | Sep 2025 |
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| Central Valley Advisors | 184k | $4.4M | 1% | Sep 2025 |
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| Raymond James Financial | 180k | $4.2M | 6% | Sep 2025 |
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| Goss Wealth Management | 170k | $4.0M | 3% | Sep 2025 |
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| UBS Group | 169k | $4.0M | 1% | Sep 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 166k | $3.9M | 13% | Sep 2025 |
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| Integrated Wealth Concepts | 155k | $3.7M | 16% | Sep 2025 |
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| Precedent Wealth Partners | 146k | $3.5M | 14% | Sep 2025 |
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| MONECO Advisors | 128k | $3.0M | 6% | Sep 2025 |
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| Kathmere Capital Management | 127k | $3.0M | -10% | Sep 2025 |
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| Hills Bank And Trust Company | 123k | $2.9M | 56% | Sep 2025 |
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| Envestnet Asset Management | 121k | $2.9M | -7% | Sep 2025 |
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| Asset Dedication | 109k | $2.6M | 2% | Sep 2025 |
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| Advisor Group Holdings | 108k | $2.5M | 3% | Sep 2025 |
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| Colony | 101k | $2.4M | 13% | Sep 2025 |
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| Signature | 88k | $2.1M | 105% | Sep 2025 |
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| HighTower Advisors | 78k | $1.8M | 3% | Sep 2025 |
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| Mml Investors Services | 72k | $1.7M | -3% | Sep 2025 |
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| Stifel Financial | 67k | $1.6M | 5% | Sep 2025 |
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| Cornerstone Wealth Management | 66k | $1.5M | 12% | Sep 2025 |
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| Paulson Wealth Management | 57k | $1.3M | 37% | Sep 2025 |
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| Ameriprise Financial | 56k | $1.3M | 401% | Sep 2025 |
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| Equitable Holdings | 54k | $1.3M | 8% | Sep 2025 |
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| Royal Bank of Canada | 51k | $1.2M | 2% | Sep 2025 |
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| Farmers National Bank | 48k | $1.1M | 3% | Jun 2025 |
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| Farnam Financial | 47k | $1.1M | 0% | Sep 2025 |
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| Captrust Financial Advisors | 47k | $1.1M | 25% | Sep 2025 |
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| PAX Financial Group | 47k | $1.1M | -3% | Sep 2025 |
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| Brown Advisory Holdings Incorporated | 47k | $1.1M | 0% | Sep 2025 |
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| Clark Asset Management | 46k | $1.1M | 57% | Sep 2025 |
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| AlphaStar Capital Management | 44k | $1.0M | -5% | Sep 2025 |
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| Astoria Portfolio Advisors | 43k | $1.0M | -2% | Sep 2025 |
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| Aptus Capital Advisors | 43k | $1.0M | 1% | Sep 2025 |
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| Kestra Advisory Services | 42k | $991k | 0% | Sep 2025 |
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| Jones Financial Companies, L.L | 42k | $990k | 143% | Sep 2025 |
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| Meridian Wealth Management | 39k | $922k | 16% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 38k | $905k | 42% | Sep 2025 |
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| Sarver Vrooman Wealth Advisors | 36k | $846k | 2% | Sep 2025 |
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| First Command Advisory Services | 35k | $832k | 2% | Sep 2025 |
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| Vermillion & White Wealth Management Group | 34k | $803k | 0% | Sep 2025 |
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| Wealthcare Advisory Partners | 32k | $755k | -4% | Sep 2025 |
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| Savant Capital Management | 31k | $730k | 0% | Sep 2025 |
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| Marietta Wealth Management | 30k | $716k | 41% | Sep 2025 |
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| Accurate Wealth Management | 30k | $714k | 32% | Sep 2025 |
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| Sterling Financial Group | 28k | $672k | 54% | Sep 2025 |
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| Sentinel Pension Advisors | 28k | $666k | 0% | Sep 2025 |
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| Koss-Olinger Consulting | 28k | $646k | 0% | Sep 2025 |
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| WESPAC Advisors | 26k | $612k | 0% | Sep 2025 |
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| Hobbs Group Advisors | 26k | $610k | 14% | Sep 2025 |
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| Lido Advisors | 24k | $575k | 0% | Sep 2025 |
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| Resources Investment Advisors | 24k | $569k | 0% | Sep 2025 |
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| YANKCOM Partnership | 23k | $550k | 0% | Sep 2025 |
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| AA Financial Advisors | 23k | $540k | 0% | Sep 2025 |
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| Private Advisor | 23k | $535k | 26% | Sep 2025 |
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| TLWM | 22k | $526k | -1% | Sep 2025 |
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| Addison Advisors | 22k | $523k | 10% | Sep 2025 |
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| River Street Advisors | 21k | $497k | 90% | Sep 2025 |
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| Intl Fcstone | 21k | $485k | -7% | Sep 2025 |
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| Legacy Private Trust | 20k | $482k | 82% | Sep 2025 |
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| Steward Partners Investment Advisory | 20k | $475k | 124% | Sep 2025 |
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| Beacon Pointe Advisors | 18k | $434k | 14% | Sep 2025 |
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| Harbour Investments | 18k | $434k | 1% | Sep 2025 |
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| Heritage Trust | 18k | $429k | 12% | Sep 2025 |
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| Cetera Investment Advisers | 18k | $426k | 14% | Sep 2025 |
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| OneAscent Financial Services | 18k | $418k | 100% | Sep 2025 |
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| Bill Few Associates | 17k | $405k | 0% | Sep 2025 |
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| Voisard Asset Management Group | 17k | $402k | 0% | Sep 2025 |
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| Kickstand Ventures | 17k | $402k | 0% | Sep 2025 |
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| Landaas & Co | 17k | $400k | 40% | Sep 2025 |
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| Garrett Investment Advisors | 17k | $395k | -51% | Sep 2025 |
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| Horizons Wealth Management | 16k | $387k | 3% | Sep 2025 |
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| Howard Wealth Management | 15k | $365k | 5% | Sep 2025 |
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| Wingate Wealth Advisors | 15k | $358k | 1% | Sep 2025 |
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| Cooksen Wealth | 15k | $352k | 0% | Sep 2025 |
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| Jacobi Capital Management | 15k | $351k | 21% | Sep 2025 |
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| Warren Averett Asset Management | 15k | $345k | 33% | Sep 2025 |
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| Thrivent Financial for Lutherans | 14k | $332k | -76% | Sep 2025 |
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| Baird Financial | 14k | $322k | 100% | Sep 2025 |
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| Prospera Financial Services | 13k | $311k | 1% | Sep 2025 |
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| Western Wealth Management | 13k | $310k | 44% | Sep 2025 |
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| Benjamin Edwards | 13k | $301k | 8% | Sep 2025 |
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| Hartland & Co | 13k | $299k | 100% | Sep 2025 |
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| Silverlake Wealth Management | 12k | $278k | 0% | Sep 2025 |
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| SNS Financial | 11k | $252k | 0% | Sep 2025 |
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| LLBH Private Wealth Management | 10k | $243k | 20% | Sep 2025 |
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| Community Bank & Trust, Waco, Texas | 9.3k | $220k | 100% | Sep 2025 |
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| Huntington National Bank | 9.1k | $216k | -29% | Sep 2025 |
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| Webster Bank, N. A. | 9.1k | $216k | 87% | Sep 2025 |
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| Nations Financial Group | 9.0k | $214k | 100% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 8.9k | $210k | -42% | Sep 2025 |
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| Brookstone Capital Management | 8.7k | $207k | -8% | Sep 2025 |
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| Opulen Financial Group | 8.6k | $204k | 1% | Sep 2025 |
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| Francis Financial | 8.6k | $203k | 100% | Sep 2025 |
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| TCG Advisory Services | 8.5k | $201k | 100% | Sep 2025 |
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| Crews Bank & Trust | 8.5k | $200k | 0% | Sep 2025 |
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| Farther Finance Advisors | 7.4k | $176k | 417% | Sep 2025 |
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| Capital Analysts | 7.4k | $174k | 0% | Sep 2025 |
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| Knights of Columbus Asset Advisors | 7.1k | $167k | 0% | Sep 2025 |
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| O'shaughnessy Asset Management | 6.8k | $161k | 100% | Sep 2025 |
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| Advisory Services Network | 5.8k | $136k | 100% | Sep 2025 |
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| Larson Financial Group | 5.3k | $127k | 0% | Sep 2025 |
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| Old Second Wealth Management | 5.2k | $123k | 550% | Sep 2025 |
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| EP Wealth Advisors | 4.7k | $110k | -29% | Jun 2025 |
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| Collier Financial | 4.4k | $104k | -61% | Sep 2025 |
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| IFP Advisors | 4.1k | $97k | 158% | Sep 2025 |
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| Pnc Financial Services | 4.0k | $95k | -64% | Sep 2025 |
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| Geneos Wealth Management | 3.1k | $73k | 100% | Sep 2025 |
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| Principal Securities | 2.9k | $69k | -1% | Sep 2025 |
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| MAI Wealth Advisors | 2.3k | $53k | 1% | Sep 2025 |
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| CWM | 1.4k | $33k | 0% | Sep 2025 |
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| ORG Partners | 850.00 | $20k | 0% | Sep 2025 |
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| AdvisorNet Financial | 784.00 | $19k | -28% | Sep 2025 |
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| West Branch Capital | 500.00 | $12k | 0% | Sep 2025 |
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| Harbor Investment Advisory | 150.00 | $3.5k | 0% | Sep 2025 |
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Who sold out of Invesco Exch Trd Slf Idx Fd bulshs 2027 muni?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Elequin Capital | Jun 2025 | 89k | $2.1M |
| Atria Investments | Jun 2025 | 44k | $1.0M |
| Focus Financial Network | Jun 2025 | 28k | $661k |
| Duncan Williams Asset Management | Jun 2025 | 17k | $399k |
| Eqis Capital Management | Jun 2025 | 12k | $279k |
| Tassel Capital Management | Jun 2025 | 11k | $250k |
| Denver Wealth Management | Jun 2025 | 11k | $246k |
| Flow Traders US | Jun 2025 | 9.8k | $231k |
| Bryn Mawr Trust | Jun 2025 | 4.2k | $99k |
| Jpmorgan Chase & Co | Mar 2025 | 790.00 | $19k |