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 | 564k | $13M | 2% | Mar 2026 |
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| LPL Financial | 511k | $12M | 2% | Jun 2026 |
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| Bank of America Corporation | 480k | $11M | 3% | Jun 2026 |
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| Wells Fargo & Company | 435k | $10M | -6% | Jun 2026 |
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| Invesco | 416k | $9.8M | 5% | Jun 2026 |
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| Raymond James Financial | 392k | $9.3M | 18% | Jun 2026 |
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| Key FInancial | 368k | $8.7M | 7% | Jun 2026 |
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| Financial Solutions Advisory Group | 344k | $8.1M | 0% | Jun 2026 |
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| Union Bankshares | 321k | $7.6M | 49% | Jun 2026 |
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| Integrated Wealth Concepts | 303k | $7.2M | 54% | Jun 2026 |
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| HighTower Advisors | 246k | $5.8M | 6% | Jun 2026 |
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| UBS Group | 222k | $5.2M | -13% | Jun 2026 |
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| Goss Wealth Management | 218k | $5.1M | 7% | Jun 2026 |
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| Thrivent Financial for Lutherans | 203k | $4.8M | 15% | Jun 2026 |
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| Precedent Wealth Partners | 190k | $4.5M | 11% | Jun 2026 |
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| Central Valley Advisors | 185k | $4.4M | 9% | Jun 2026 |
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| Hills Bank And Trust Company | 179k | $4.2M | -22% | Jun 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 172k | $4.1M | -6% | Jun 2026 |
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| Coastline Complete Wealth | 166k | $3.9M | 7% | Mar 2026 |
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| Advisor Group Holdings | 163k | $3.9M | 18% | Jun 2026 |
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| MONECO Advisors | 159k | $3.8M | 6% | Jun 2026 |
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| Summit Financial | 157k | $3.7M | -27% | Jun 2026 |
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| Envestnet Asset Management | 132k | $3.1M | 6% | Jun 2026 |
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| Ameriprise Financial | 127k | $3.0M | 17% | Jun 2026 |
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| Asset Dedication | 125k | $3.0M | 3% | Jun 2026 |
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| Commonwealth Equity Services | 111k | $2.6M | 6% | Jun 2026 |
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| Kathmere Capital Management | 106k | $2.5M | 1% | Jun 2026 |
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| Legacy Private Trust | 100k | $2.4M | 73% | Jun 2026 |
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| Mml Investors Services | 96k | $2.3M | 38% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 94k | $2.2M | 13% | Jun 2026 |
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| Signature | 90k | $2.1M | 0% | Jun 2026 |
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| VestGen Advisors | 88k | $2.1M | -5% | Jun 2026 |
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| Stifel Financial | 79k | $1.9M | 14% | Jun 2026 |
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| Paulson Wealth Management | 78k | $1.8M | -1% | Jun 2026 |
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| Jones Financial Companies, L.L | 77k | $1.8M | 11% | Jun 2026 |
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| Cornerstone Wealth Management | 76k | $1.8M | 6% | Jun 2026 |
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| Kestra Advisory Services | 73k | $1.7M | 78% | Jun 2026 |
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| Royal Bank of Canada | 65k | $1.5M | -5% | Jun 2026 |
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| Equitable Holdings | 63k | $1.5M | -9% | Jun 2026 |
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| Farnam Financial | 63k | $1.5M | 27% | Jun 2026 |
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| Mission Wealth Management | 63k | $1.5M | 100% | Jun 2026 |
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| Clark Asset Management | 62k | $1.5M | 32% | Jun 2026 |
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| Old Mission Capital | 58k | $1.4M | 100% | Jun 2026 |
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| Aptus Capital Advisors | 57k | $1.4M | 6% | Jun 2026 |
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| Private Advisor | 54k | $1.3M | 2% | Jun 2026 |
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| Farmers National Bank | 51k | $1.2M | 0% | Jun 2026 |
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| Old Second Wealth Management | 50k | $1.2M | 60% | Jun 2026 |
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| Garrett Wealth Advisory Group | 50k | $1.2M | 100% | Jun 2026 |
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| Steward Partners Investment Advisory | 48k | $1.1M | 0% | Jun 2026 |
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| Astoria Portfolio Advisors | 48k | $1.1M | -1% | Jun 2026 |
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| PAX Financial Group | 48k | $1.1M | 1% | Jun 2026 |
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| Brown Advisory Holdings Incorporated | 47k | $1.1M | 0% | Jun 2026 |
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| River Street Advisors | 46k | $1.1M | 0% | Jun 2026 |
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| Jane Street | 46k | $1.1M | 100% | Jun 2026 |
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| Captrust Financial Advisors | 46k | $1.1M | -3% | Jun 2026 |
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| Warren Averett Asset Management | 46k | $1.1M | 8% | Jun 2026 |
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| Accurate Wealth Management | 43k | $1.0M | 12% | Jun 2026 |
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| Willis Johnson & Associates | 42k | $1.0M | 0% | Jun 2026 |
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| Jacobi Capital Management | 42k | $988k | 130% | Jun 2026 |
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| Landaas & Co | 41k | $973k | 12% | Jun 2026 |
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| Vermillion & White Wealth Management Group | 39k | $932k | 1% | Jun 2026 |
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| Meridian Wealth Management | 39k | $921k | 0% | Jun 2026 |
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| Webster Bank, N. A. | 39k | $915k | 0% | Jun 2026 |
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| Sanctuary Advisors | 39k | $911k | -76% | Jun 2026 |
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| AlphaStar Capital Management | 38k | $893k | -1% | Jun 2026 |
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| Sarver Vrooman Wealth Advisors | 36k | $854k | 0% | Jun 2026 |
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| OneAscent Financial Services | 33k | $768k | 2% | Jun 2026 |
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| Wealthcare Advisory Partners | 32k | $755k | 0% | Jun 2026 |
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| Marietta Wealth Management | 31k | $722k | 0% | Jun 2026 |
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| Wedmont Private Capital | 31k | $720k | 100% | Jun 2026 |
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| TCG Advisory Services | 30k | $715k | 34% | Jun 2026 |
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| Sentinel Pension Advisors | 29k | $686k | 0% | Jun 2026 |
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| Hobbs Group Advisors | 28k | $672k | -3% | Jun 2026 |
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| Huntington National Bank | 27k | $629k | 24% | Jun 2026 |
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| Cetera Investment Advisers | 26k | $625k | -18% | Jun 2026 |
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| WESPAC Advisors | 26k | $612k | 0% | Jun 2026 |
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| HighPoint Advisor | 26k | $609k | 200% | Jun 2026 |
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| Howard Wealth Management | 26k | $608k | 3% | Jun 2026 |
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| Heritage Trust | 26k | $604k | 8% | Jun 2026 |
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| Kickstand Ventures | 25k | $578k | 36% | Jun 2026 |
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| Lido Advisors | 24k | $575k | 0% | Jun 2026 |
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| Resources Investment Advisors | 24k | $569k | 0% | Jun 2026 |
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| Honkamp Krueger Financial Services | 23k | $554k | 1% | Jun 2026 |
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| YANKCOM Partnership | 23k | $549k | 0% | Jun 2026 |
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| Sequoia Financial Advisors | 23k | $540k | 0% | Jun 2026 |
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| Ausdal Financial Partners | 22k | $523k | 138% | Jun 2026 |
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| TLWM | 22k | $519k | 0% | Jun 2026 |
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| Voisard Asset Management Group | 22k | $518k | 0% | Jun 2026 |
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| AA Financial Advisors | 22k | $511k | 0% | Jun 2026 |
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| Baird Financial | 21k | $501k | -8% | Jun 2026 |
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| Harbour Investments | 21k | $494k | -9% | Jun 2026 |
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| SNS Financial | 21k | $494k | 20% | Jun 2026 |
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| LLBH Private Wealth Management | 18k | $419k | 25% | Jun 2026 |
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| Horizons Wealth Management | 18k | $417k | 0% | Mar 2026 |
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| Bill Few Associates | 17k | $405k | 0% | Jun 2026 |
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| Hartland & Co | 17k | $399k | 0% | Jun 2026 |
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| Cambridge Financial Group | 17k | $398k | -21% | Jun 2026 |
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| Carnegie Capital Asset Management | 16k | $388k | 0% | Jun 2026 |
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| Savant Capital Management | 16k | $387k | -46% | Jun 2026 |
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| Beacon Pointe Advisors | 16k | $367k | 0% | Jun 2026 |
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| Wingate Wealth Advisors | 15k | $365k | 1% | Jun 2026 |
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| Vestmark Advisory Solutions | 15k | $352k | 17% | Jun 2026 |
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| Cooksen Wealth | 15k | $351k | 0% | Jun 2026 |
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| Wedbush Morgan Securities | 15k | $350k | 100% | Jun 2026 |
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| Prospera Financial Services | 14k | $331k | -5% | Jun 2026 |
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| Capital Analysts | 14k | $331k | 0% | Jun 2026 |
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| IFG Advisory | 14k | $327k | 100% | Jun 2026 |
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| Pensionmark Financial Group | 13k | $302k | 0% | Jun 2026 |
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| Creative Planning | 13k | $300k | 100% | Jun 2026 |
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| Intentional Wealth Strategies | 13k | $298k | -4% | Jun 2026 |
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| Tassel Capital Management | 13k | $296k | 1% | Jun 2026 |
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| Opus Financial Solutions | 12k | $282k | 0% | Jun 2026 |
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| Leavell Investment Management | 12k | $274k | 0% | Jun 2026 |
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| BridgePort Financial Solutions | 11k | $268k | 0% | Jun 2026 |
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| Advisory Services Network | 11k | $261k | 2% | Jun 2026 |
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| Benjamin Edwards | 11k | $255k | -8% | Jun 2026 |
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| Citadel Advisors | 11k | $254k | 100% | Jun 2026 |
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| Invariant Investment Management | 11k | $253k | 0% | Jun 2026 |
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| Western Wealth Management | 11k | $251k | -5% | Jun 2026 |
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| Cambridge Investment Research Advisors | 10k | $244k | 100% | Jun 2026 |
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| Kestra Private Wealth Services | 10k | $243k | -17% | Jun 2026 |
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| Garrett Investment Advisors | 10k | $237k | -24% | Jun 2026 |
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| Private Trust Co Na | 10k | $236k | 39% | Jun 2026 |
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| Foundry Financial Group | 9.8k | $232k | 1% | Jun 2026 |
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| Farther Finance Advisors | 9.7k | $229k | 6% | Jun 2026 |
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| NorthAvenue | 9.5k | $224k | 0% | Jun 2026 |
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| Cookson, Peirce & Co | 9.4k | $222k | 7% | Jun 2026 |
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| Community Bank & Trust, Waco, Texas | 9.3k | $220k | 0% | Jun 2026 |
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| Nations Financial Group | 9.0k | $214k | 0% | Jun 2026 |
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| Opulen Financial Group | 8.8k | $207k | 1% | Jun 2026 |
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| Members Wealth | 8.6k | $204k | -34% | Jun 2026 |
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| Crews Bank & Trust | 8.5k | $200k | 0% | Jun 2026 |
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| Addison Advisors | 7.4k | $176k | -68% | Jun 2026 |
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| Knights of Columbus Asset Advisors | 7.1k | $167k | 0% | Jun 2026 |
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| First Command Advisory Services | 6.9k | $163k | -75% | Jun 2026 |
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| Pnc Financial Services | 6.3k | $148k | 52% | Jun 2026 |
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| Anchor Investment Management | 6.2k | $147k | 100% | Mar 2026 |
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| Larson Financial Group | 5.3k | $126k | 0% | Jun 2026 |
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| IFP Advisors | 4.6k | $109k | 6% | Jun 2026 |
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| Colonial Asset Management | 3.6k | $85k | 100% | Jun 2026 |
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| O'shaughnessy Asset Management | 3.4k | $80k | -50% | Jun 2026 |
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| Geneos Wealth Management | 3.1k | $73k | 0% | Jun 2026 |
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| Plante Moran Financial Advisors | 2.1k | $50k | 100% | Jun 2026 |
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| Collier Financial | 1.9k | $46k | 0% | Jun 2026 |
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| Mercer Global Advisors | 1.8k | $43k | 100% | Jun 2026 |
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| CWM | 557.00 | $13k | -60% | Mar 2026 |
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| West Branch Capital | 500.00 | $12k | 0% | Jun 2026 |
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| Trust | 285.00 | $6.7k | -28% | Jun 2026 |
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| Assetmark | 49.00 | $1.2k | 100% | Jun 2026 |
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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 |
|---|---|---|---|
| Colony | Mar 2026 | 113k | $2.7M |
| Thomas J. Herzfeld Advisors | Mar 2026 | 96k | $2.3M |
| Silverlake Wealth Management | Mar 2026 | 15k | $346k |
| Independent Advisor Alliance | Mar 2026 | 11k | $266k |
| Wagner Wealth Management, Corp | Mar 2026 | 9.1k | $216k |
| Golden State Equity Partners | Mar 2026 | 850.00 | $20k |
| AdvisorNet Financial | Mar 2026 | 784.00 | $19k |
| MAI Wealth Advisors | Mar 2026 | 549.00 | $13k |