Who owns Invesco Exch Trd Slf Idx Fd bulshs 2027 muni?
- Ticker: BSMR
- CUSIP Number: 46138j494
Tip: Access positions for across all investors
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 | 535k | $13M | 12% | Dec 2024 |
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| Wells Fargo & Company | 328k | $7.7M | 16% | Dec 2024 |
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| LPL Financial | 298k | $7.0M | 6% | Dec 2024 |
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| Key FInancial | 274k | $6.5M | 0% | Dec 2024 |
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| Union Bankshares | 251k | $5.9M | 35% | Dec 2024 |
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| Confluence Investment Management | 241k | $5.7M | -1% | Dec 2024 |
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| Invesco | 240k | $5.7M | 26% | Dec 2024 |
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| Bank of America Corporation | 204k | $4.8M | 5% | Dec 2024 |
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| Central Valley Advisors | 186k | $4.4M | 100% | Mar 2025 |
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| Sanctuary Advisors | 184k | $4.4M | 6% | Dec 2024 |
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| UBS Group | 181k | $4.3M | 20% | Dec 2024 |
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| Commonwealth Equity Services | 176k | $4.1M | -3% | Dec 2024 |
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| Raymond James Financial | 157k | $3.7M | 100% | Dec 2024 |
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| Goss Wealth Management | 135k | $3.2M | 8% | Dec 2024 |
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| Atria Investments | 130k | $3.1M | 43% | Dec 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 128k | $3.0M | 45% | Dec 2024 |
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| Envestnet Asset Management | 120k | $2.8M | 69% | Dec 2024 |
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| Precedent Wealth Partners | 115k | $2.7M | 59% | Mar 2025 |
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| Asset Dedication | 86k | $2.0M | 5% | Dec 2024 |
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| Colony | 76k | $1.8M | 6% | Dec 2024 |
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| Integrated Wealth Concepts | 67k | $1.6M | 62% | Dec 2024 |
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| Advisor Group Holdings | 64k | $1.5M | 7% | Dec 2024 |
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| HighTower Advisors | 60k | $1.4M | 7% | Dec 2024 |
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| Garrett Investment Advisors | 58k | $1.4M | 0% | Mar 2025 |
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| MONECO Advisors | 56k | $1.3M | 46% | Dec 2024 |
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| Fortress Wealth Management | 52k | $1.2M | 1% | Dec 2024 |
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| Focus Financial Network | 51k | $1.2M | 402% | Mar 2025 |
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| Cornerstone Wealth Management | 50k | $1.2M | 100% | Dec 2024 |
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| AlphaStar Capital Management | 49k | $1.2M | 12% | Dec 2024 |
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| Astoria Portfolio Advisors | 49k | $1.2M | 15% | Dec 2024 |
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| Stifel Financial | 49k | $1.2M | -9% | Dec 2024 |
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| PAX Financial Group | 48k | $1.1M | 100% | Dec 2024 |
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| Brown Advisory Holdings Incorporated | 47k | $1.1M | 22% | Dec 2024 |
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| Royal Bank of Canada | 47k | $1.1M | 50% | Dec 2024 |
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| Savant Capital Management | 45k | $1.0M | -4% | Dec 2024 |
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| Paulson Wealth Management | 44k | $1.0M | 6% | Dec 2024 |
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| Equitable Holdings | 41k | $977k | 21% | Dec 2024 |
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| Aptus Capital Advisors | 41k | $977k | 0% | Dec 2024 |
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| Kestra Advisory Services | 40k | $943k | -34% | Dec 2024 |
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| Toronto-Dominion Bank | 40k | $933k | 100% | Dec 2024 |
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| Vermillion & White Wealth Management Group | 39k | $921k | 0% | Dec 2024 |
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| Hobbs Group Advisors | 39k | $910k | 0% | Dec 2024 |
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| Mml Investors Services | 37k | $874k | 40% | Dec 2024 |
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| Meridian Wealth Management | 36k | $840k | 10% | Dec 2024 |
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| First Command Advisory Services | 32k | $763k | 202% | Dec 2024 |
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| Wealthcare Advisory Partners | 31k | $727k | 0% | Mar 2025 |
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| Hills Bank And Trust Company | 30k | $711k | 100% | Dec 2024 |
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| Sentinel Pension Advisors | 29k | $682k | 5% | Mar 2025 |
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| Intl Fcstone | 27k | $633k | 100% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 22k | $529k | 62% | Dec 2024 |
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| TLWM | 22k | $526k | 2% | Dec 2024 |
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| Kathmere Capital Management | 22k | $523k | 100% | Dec 2024 |
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| Captrust Financial Advisors | 21k | $490k | 68% | Dec 2024 |
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| AA Financial Advisors | 21k | $485k | 3% | Mar 2025 |
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| Lido Advisors | 21k | $486k | 67% | Dec 2024 |
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| Addison Advisors | 21k | $484k | 0% | Dec 2024 |
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| Midland Wealth Advisors | 20k | $476k | 0% | Mar 2025 |
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| Resources Investment Advisors | 19k | $448k | 0% | Dec 2024 |
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| Sterling Financial Group | 19k | $438k | 16% | Mar 2025 |
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| Independent Advisor Alliance | 18k | $419k | 100% | Dec 2024 |
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| Huntington National Bank | 18k | $414k | 107% | Dec 2024 |
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| WESPAC Advisors | 17k | $409k | 0% | Dec 2024 |
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| Bill Few Associates | 17k | $404k | 0% | Dec 2024 |
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| YANKCOM Partnership | 17k | $397k | 100% | Dec 2024 |
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| Beacon Pointe Advisors | 16k | $385k | 14% | Dec 2024 |
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| Benjamin Edwards | 16k | $373k | 1% | Dec 2024 |
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| Horizons Wealth Management | 16k | $371k | 0% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 15k | $362k | 11% | Mar 2025 |
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| Cooksen Wealth | 15k | $351k | 0% | Dec 2024 |
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| Thrivent Financial for Lutherans | 14k | $331k | 0% | Dec 2024 |
|
| Eqis Capital Management | 13k | $300k | 100% | Dec 2024 |
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| Howard Wealth Management | 13k | $298k | 18% | Dec 2024 |
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| Silverlake Wealth Management | 12k | $278k | 8% | Dec 2024 |
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| Kades & Cheifetz | 12k | $272k | 22% | Dec 2024 |
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| Mercer Global Advisors | 12k | $272k | 100% | Dec 2024 |
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| Collier Financial | 11k | $265k | -19% | Mar 2025 |
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| Denver Wealth Management | 11k | $265k | -1% | Dec 2024 |
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| Jacobi Capital Management | 11k | $262k | 5% | Dec 2024 |
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| Heritage Trust | 11k | $256k | 100% | Dec 2024 |
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| Jones Financial Companies, L.L | 11k | $252k | 99% | Dec 2024 |
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| Tassel Capital Management | 11k | $249k | 100% | Dec 2024 |
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| Advisory Services Network | 10k | $237k | 15% | Dec 2024 |
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| OneAscent Financial Services | 9.6k | $227k | 100% | Dec 2024 |
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| Kickstand Ventures | 9.5k | $223k | 0% | Dec 2024 |
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| Private Advisor | 9.4k | $222k | -34% | Dec 2024 |
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| Cetera Investment Advisers | 9.3k | $220k | 0% | Dec 2024 |
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| Voisard Asset Management Group | 8.9k | $210k | 0% | Dec 2024 |
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| Wingate Wealth Advisors | 8.5k | $201k | 100% | Dec 2024 |
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| Crews Bank & Trust | 8.5k | $200k | 100% | Dec 2024 |
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| Pnc Financial Services | 7.7k | $181k | 38% | Dec 2024 |
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| Knights of Columbus Asset Advisors | 7.1k | $167k | 0% | Dec 2024 |
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| Signature | 6.7k | $158k | 100% | Dec 2024 |
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| EP Wealth Advisors | 6.6k | $155k | 100% | Dec 2024 |
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| Webster Bank, N. A. | 5.5k | $130k | 0% | Mar 2025 |
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| Steward Partners Investment Advisory | 5.4k | $127k | -2% | Dec 2024 |
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| Principal Securities | 4.0k | $94k | 100% | Dec 2024 |
|
| IFP Advisors | 2.2k | $52k | 11% | Dec 2024 |
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| MAI Wealth Advisors | 2.2k | $52k | 100% | Dec 2024 |
|
| CWM | 1.8k | $43k | 30% | Dec 2024 |
|
| AdvisorNet Financial | 1.1k | $26k | -4% | Mar 2025 |
|
| Brian McDonald | 1.0k | $24k | 0% | Dec 2024 |
|
| ORG Partners | 850.00 | $20k | 0% | Dec 2024 |
|
| Old Second Wealth Management | 800.00 | $19k | 100% | Dec 2024 |
|
| West Branch Capital | 500.00 | $12k | 0% | Mar 2025 |
|
| Bessemer | 437.00 | $10k | 0% | Dec 2024 |
|
| Harbour Investments | 425.00 | $10k | 100% | Dec 2024 |
|
| Harbor Investment Advisory | 150.00 | $3.5k | 100% | Mar 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 |
|---|---|---|---|
| Jane Street | Sep 2024 | 127k | $3.0M |
| Susquehanna International | Sep 2024 | 59k | $1.4M |
| Change Path | Sep 2024 | 54k | $1.3M |
| Goldman Sachs Group | Sep 2024 | 27k | $645k |
| Citadel Advisors | Sep 2024 | 19k | $455k |
| Flow Traders US | Sep 2024 | 13k | $307k |
| Krilogy Financial | Dec 2024 | 12k | $291k |
| TCG Advisory Services | Sep 2024 | 12k | $277k |
| Higgins & Schmidt Wealth Strategies | Sep 2024 | 9.3k | $222k |
| River Street Advisors | Sep 2024 | 2.1k | $50k |