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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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 |
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Morgan Stanley | 503k | $12M | 122% | Jun 2024 |
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Wells Fargo & Company | 282k | $6.7M | 35% | Sep 2024 |
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LPL Financial | 280k | $6.6M | 30% | Sep 2024 |
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Key FInancial | 273k | $6.5M | 9% | Sep 2024 |
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Confluence Investment Management | 243k | $5.8M | -6% | Sep 2024 |
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Bank of America Corporation | 195k | $4.6M | -37% | Sep 2024 |
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Invesco | 190k | $4.5M | 10% | Sep 2024 |
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Union Bankshares | 186k | $4.4M | 38% | Sep 2024 |
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Commonwealth Equity Services | 181k | $4.3M | 20% | Sep 2024 |
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Sanctuary Advisors | 173k | $4.1M | 124% | Sep 2024 |
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Jane Street | 127k | $3.0M | -49% | Sep 2024 |
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Goss Wealth Management | 121k | $2.8M | 4% | Jun 2024 |
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Atria Investments | 90k | $2.1M | 5% | Sep 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 89k | $2.1M | 51% | Sep 2024 |
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Asset Dedication | 82k | $1.9M | 16% | Sep 2024 |
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Raymond James & Associates | 74k | $1.8M | -33% | Sep 2024 |
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Colony | 72k | $1.7M | -6% | Sep 2024 |
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Envestnet Asset Management | 71k | $1.7M | 13% | Sep 2024 |
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Precedent Wealth Partners | 70k | $1.7M | 21% | Sep 2024 |
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Kestra Advisory Services | 61k | $1.4M | 3% | Sep 2024 |
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Garrett Investment Advisors | 61k | $1.4M | 0% | Sep 2024 |
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Advisor Group Holdings | 60k | $1.4M | 56% | Sep 2024 |
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Susquehanna International | 59k | $1.4M | 100% | Sep 2024 |
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Change Path | 54k | $1.3M | 100% | Sep 2024 |
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Fortress Wealth Management | 51k | $1.2M | 1% | Sep 2024 |
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Savant Capital Management | 47k | $1.1M | 43% | Sep 2024 |
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Farmers National Bank | 46k | $1.1M | -1% | Jun 2024 |
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AlphaStar Capital Management | 44k | $1.0M | 8% | Sep 2024 |
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Astoria Portfolio Advisors | 43k | $1.0M | -1% | Sep 2024 |
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Integrated Wealth Concepts | 42k | $986k | 11% | Sep 2024 |
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Aptus Capital Advisors | 41k | $981k | 11% | Sep 2024 |
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Paulson Wealth Management | 41k | $973k | 18% | Sep 2024 |
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Vermillion & White Wealth Management Group | 39k | $916k | 100% | Jun 2024 |
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MONECO Advisors | 39k | $914k | 62% | Sep 2024 |
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Hobbs Group Advisors | 38k | $910k | 1% | Sep 2024 |
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Equitable Holdings | 36k | $847k | -11% | Jun 2024 |
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Raymond James Financial Services Advisors | 33k | $786k | 9% | Sep 2024 |
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Meridian Wealth Management | 32k | $768k | 6% | Sep 2024 |
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Royal Bank of Canada | 31k | $735k | 29% | Sep 2024 |
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Brown Advisory Holdings Incorporated | 30k | $696k | 100% | Jun 2024 |
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Mml Investors Services | 26k | $626k | 5% | Sep 2024 |
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AA Financial Advisors | 22k | $529k | 8% | Sep 2024 |
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TLWM | 22k | $518k | 0% | Sep 2024 |
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HighTower Advisors | 21k | $490k | 15% | Jun 2024 |
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Addison Advisors | 21k | $489k | 28% | Sep 2024 |
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Midland Wealth Advisors | 20k | $479k | 0% | Sep 2024 |
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Sentinel Pension Advisors | 20k | $472k | 15% | Sep 2024 |
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Citadel Advisors | 19k | $455k | 100% | Sep 2024 |
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Resources Investment Advisors | 19k | $450k | 0% | Sep 2024 |
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WESPAC Advisors | 17k | $411k | 0% | Sep 2024 |
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Bill Few Associates | 17k | $406k | 0% | Sep 2024 |
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Sterling Financial Group | 16k | $375k | 0% | Sep 2024 |
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Horizons Wealth Management | 16k | $374k | 3% | Sep 2024 |
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Benjamin Edwards | 16k | $371k | 100% | Sep 2024 |
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Cooksen Wealth | 15k | $349k | 0% | Jun 2024 |
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Private Advisor | 14k | $339k | -47% | Sep 2024 |
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Beacon Pointe Advisors | 14k | $339k | -7% | Sep 2024 |
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Thrivent Financial for Lutherans | 14k | $332k | 0% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 14k | $329k | 6% | Sep 2024 |
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Flow Traders US | 13k | $307k | -67% | Sep 2024 |
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Benjamin F. Edwards & Company | 13k | $303k | -1% | Jun 2024 |
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Krilogy Financial | 12k | $292k | -43% | Sep 2024 |
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Captrust Financial Advisors | 12k | $292k | 12% | Sep 2024 |
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Stifel Financial | 12k | $270k | -14% | Jun 2024 |
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Denver Wealth Management | 11k | $268k | 1% | Sep 2024 |
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Silverlake Wealth Management | 11k | $259k | 0% | Sep 2024 |
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Steward Partners Investment Advisory | 11k | $252k | -69% | Jun 2024 |
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First Command Advisory Services | 11k | $253k | 91% | Sep 2024 |
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Howard Wealth Management | 11k | $253k | 100% | Sep 2024 |
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Lido Advisors | 10k | $240k | 100% | Jun 2024 |
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Kades & Cheifetz | 9.5k | $224k | 100% | Sep 2024 |
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Kickstand Ventures | 9.5k | $224k | 100% | Sep 2024 |
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Jacobi Capital Management | 9.2k | $216k | 100% | Jun 2024 |
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Voisard Asset Management Group | 8.9k | $211k | 100% | Sep 2024 |
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Advisory Services Network | 8.8k | $206k | 0% | Sep 2024 |
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Huntington National Bank | 8.5k | $201k | 33% | Sep 2024 |
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Knights of Columbus Asset Advisors | 7.1k | $167k | 100% | Sep 2024 |
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Pnc Financial Services | 5.5k | $131k | 918% | Sep 2024 |
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Jones Financial Companies, L.L | 5.4k | $127k | 100% | Sep 2024 |
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Webster Bank, N. A. | 3.2k | $75k | 25% | Sep 2024 |
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River Street Advisors | 2.1k | $50k | 100% | Sep 2024 |
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IFP Advisors | 2.0k | $46k | 183% | Jun 2024 |
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CWM | 1.4k | $33k | 0% | Sep 2024 |
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AdvisorNet Financial | 1.1k | $27k | 45% | Sep 2024 |
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Brian McDonald | 1.0k | $24k | 1% | Sep 2024 |
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ORG Partners | 850.00 | $20k | 0% | Sep 2024 |
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West Branch Capital | 500.00 | $12k | 0% | Sep 2024 |
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Bessemer | 437.00 | $10k | 100% | Sep 2024 |
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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 |
---|---|---|---|
Royal Harbor Partners | Jun 2024 | 18k | $424k |
Cambridge Investment Research Advisors | Jun 2024 | 11k | $256k |
Levy Wealth Management Group | Mar 2024 | 11k | $250k |
Chris Bulman | Jun 2024 | 841.00 | $20k |