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 | 100% | Mar 2026 |
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| LPL Financial | 500k | $12M | 12% | Mar 2026 |
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| Bank of America Corporation | 467k | $11M | 100% | Mar 2026 |
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| Wells Fargo & Company | 463k | $11M | 3% | Mar 2026 |
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| Invesco | 395k | $9.3M | 7% | Mar 2026 |
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| Key FInancial | 342k | $8.1M | 11% | Mar 2026 |
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| UBS Group | 254k | $6.0M | 29% | Mar 2026 |
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| HighTower Advisors | 231k | $5.5M | 45% | Mar 2026 |
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| Hills Bank And Trust Company | 230k | $5.5M | 12% | Mar 2026 |
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| Summit Financial | 216k | $5.1M | 1% | Mar 2026 |
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| Union Bankshares | 215k | $5.1M | 6% | Mar 2026 |
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| Raymond James Financial | 201k | $4.8M | 12% | Dec 2025 |
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| Integrated Wealth Concepts | 197k | $4.6M | 14% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 183k | $4.3M | -5% | Mar 2026 |
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| Thrivent Financial for Lutherans | 177k | $4.2M | 74% | Mar 2026 |
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| Precedent Wealth Partners | 172k | $4.1M | 9% | Mar 2026 |
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| Central Valley Advisors | 170k | $4.0M | -8% | Mar 2026 |
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| Coastline Complete Wealth | 166k | $3.9M | 7% | Mar 2026 |
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| Sanctuary Advisors | 158k | $3.7M | -15% | Mar 2026 |
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| MONECO Advisors | 150k | $3.6M | 11% | Mar 2026 |
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| Asset Dedication | 139k | $3.3M | 28% | Dec 2025 |
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| Advisor Group Holdings | 129k | $3.1M | 20% | Dec 2025 |
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| Envestnet Asset Management | 125k | $3.0M | 8% | Mar 2026 |
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| Colony | 112k | $2.6M | 11% | Dec 2025 |
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| Ameriprise Financial | 109k | $2.5M | 45% | Mar 2026 |
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| Commonwealth Equity Services | 105k | $2.5M | -5% | Mar 2026 |
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| Kathmere Capital Management | 104k | $2.5M | -17% | Mar 2026 |
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| Thomas J. Herzfeld Advisors | 96k | $2.3M | 100% | Mar 2026 |
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| VestGen Advisors | 93k | $2.2M | -4% | Mar 2026 |
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| Signature | 90k | $2.1M | 3% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 84k | $2.0M | 57% | Mar 2026 |
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| Paulson Wealth Management | 79k | $1.9M | 32% | Mar 2026 |
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| Cornerstone Wealth Management | 71k | $1.7M | 4% | Mar 2026 |
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| Mml Investors Services | 70k | $1.6M | -21% | Mar 2026 |
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| Equitable Holdings | 69k | $1.6M | 3% | Mar 2026 |
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| Stifel Financial | 69k | $1.6M | -10% | Mar 2026 |
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| Royal Bank of Canada | 68k | $1.6M | 34% | Mar 2026 |
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| Legacy Private Trust | 58k | $1.4M | 74% | Mar 2026 |
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| Jones Financial Companies, L.L | 56k | $1.3M | 33% | Dec 2025 |
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| Aptus Capital Advisors | 54k | $1.3M | 25% | Mar 2026 |
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| Private Advisor | 53k | $1.3M | 97% | Mar 2026 |
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| Farmers National Bank | 51k | $1.2M | 3% | Dec 2025 |
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| Farnam Financial | 49k | $1.2M | 4% | Mar 2026 |
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| Astoria Portfolio Advisors | 48k | $1.1M | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 48k | $1.1M | 6% | Mar 2026 |
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| PAX Financial Group | 47k | $1.1M | 0% | Mar 2026 |
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| Captrust Financial Advisors | 47k | $1.1M | 0% | Dec 2025 |
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| Clark Asset Management | 47k | $1.1M | 0% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 47k | $1.1M | 0% | Mar 2026 |
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| River Street Advisors | 46k | $1.1M | 108% | Mar 2026 |
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| Willis Johnson & Associates | 42k | $997k | 100% | Mar 2026 |
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| Kestra Advisory Services | 41k | $967k | -7% | Mar 2026 |
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| Vermillion & White Wealth Management Group | 39k | $923k | 0% | Mar 2026 |
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| Meridian Wealth Management | 39k | $921k | 0% | Mar 2026 |
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| Warren Averett Asset Management | 39k | $919k | 166% | Dec 2025 |
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| Webster Bank, N. A. | 39k | $915k | 12% | Mar 2026 |
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| AlphaStar Capital Management | 38k | $902k | 0% | Mar 2026 |
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| Accurate Wealth Management | 38k | $900k | 18% | Mar 2026 |
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| Landaas & Co | 37k | $873k | 13% | Mar 2026 |
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| Sarver Vrooman Wealth Advisors | 36k | $853k | 0% | Mar 2026 |
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| Cetera Investment Advisers | 32k | $766k | 36% | Mar 2026 |
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| Wealthcare Advisory Partners | 32k | $755k | 0% | Mar 2026 |
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| OneAscent Financial Services | 32k | $751k | 100% | Mar 2026 |
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| Old Second Wealth Management | 32k | $745k | 506% | Mar 2026 |
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| Marietta Wealth Management | 31k | $723k | 1% | Mar 2026 |
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| Savant Capital Management | 30k | $720k | -1% | Mar 2026 |
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| Hobbs Group Advisors | 29k | $695k | 14% | Mar 2026 |
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| Sentinel Pension Advisors | 29k | $687k | 3% | Mar 2026 |
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| First Command Advisory Services | 28k | $649k | 37% | Mar 2026 |
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| WESPAC Advisors | 26k | $612k | 0% | Mar 2026 |
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| Howard Wealth Management | 25k | $589k | 14% | Mar 2026 |
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| Lido Advisors | 24k | $575k | 0% | Mar 2026 |
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| Resources Investment Advisors | 24k | $569k | 0% | Mar 2026 |
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| Heritage Trust | 24k | $559k | 30% | Mar 2026 |
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| Honkamp Krueger Financial Services | 23k | $550k | 11% | Mar 2026 |
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| YANKCOM Partnership | 23k | $549k | 0% | Mar 2026 |
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| Addison Advisors | 23k | $548k | 3% | Mar 2026 |
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| Harbour Investments | 23k | $543k | 24% | Mar 2026 |
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| Sequoia Financial Advisors | 23k | $541k | -20% | Mar 2026 |
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| TCG Advisory Services | 23k | $535k | 100% | Mar 2026 |
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| TLWM | 22k | $519k | -1% | Mar 2026 |
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| Voisard Asset Management Group | 22k | $519k | 0% | Mar 2026 |
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| AA Financial Advisors | 22k | $511k | -20% | Mar 2026 |
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| Cambridge Financial Group | 21k | $503k | 100% | Mar 2026 |
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| Jacobi Capital Management | 18k | $429k | 1% | Mar 2026 |
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| Kickstand Ventures | 18k | $425k | -2% | Mar 2026 |
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| Horizons Wealth Management | 18k | $417k | 0% | Mar 2026 |
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| SNS Financial | 18k | $413k | 0% | Mar 2026 |
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| Bill Few Associates | 17k | $405k | 0% | Mar 2026 |
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| Hartland & Co | 17k | $399k | 0% | Mar 2026 |
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| Carnegie Capital Asset Management | 16k | $388k | 100% | Mar 2026 |
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| Wingate Wealth Advisors | 15k | $362k | 1% | Mar 2026 |
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| Cooksen Wealth | 15k | $352k | 0% | Mar 2026 |
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| Prospera Financial Services | 15k | $348k | 11% | Mar 2026 |
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| Silverlake Wealth Management | 15k | $346k | 0% | Mar 2026 |
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| Capital Analysts | 14k | $330k | 0% | Mar 2026 |
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| Baird Financial | 14k | $322k | 0% | Dec 2025 |
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| Susquehanna International | 14k | $319k | 100% | Dec 2025 |
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| Intentional Wealth Strategies | 13k | $312k | 100% | Mar 2026 |
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| Garrett Investment Advisors | 13k | $311k | -10% | Mar 2026 |
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| Members Wealth | 13k | $306k | -14% | Mar 2026 |
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| Pensionmark Financial Group | 13k | $302k | 100% | Mar 2026 |
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| Vestmark Advisory Solutions | 13k | $302k | 100% | Mar 2026 |
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| Tassel Capital Management | 12k | $294k | 7% | Mar 2026 |
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| Kestra Private Wealth Services | 12k | $292k | 100% | Mar 2026 |
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| Opus Financial Solutions | 12k | $282k | 100% | Mar 2026 |
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| Benjamin Edwards | 12k | $279k | -8% | Mar 2026 |
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| Leavell Investment Management | 12k | $274k | 0% | Mar 2026 |
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| LLBH Private Wealth Management | 12k | $271k | 12% | Dec 2025 |
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| BridgePort Financial Solutions | 11k | $269k | 100% | Mar 2026 |
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| Independent Advisor Alliance | 11k | $266k | 100% | Mar 2026 |
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| Western Wealth Management | 11k | $263k | -24% | Mar 2026 |
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| Invariant Investment Management | 11k | $253k | -27% | Mar 2026 |
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| Beacon Pointe Advisors | 10k | $247k | -43% | Dec 2025 |
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| Foundry Financial Group | 9.7k | $231k | 100% | Mar 2026 |
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| Advisory Services Network | 9.5k | $224k | 64% | Dec 2025 |
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| NorthAvenue | 9.5k | $224k | 0% | Mar 2026 |
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| Community Bank & Trust, Waco, Texas | 9.3k | $220k | 0% | Mar 2026 |
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| Ausdal Financial Partners | 9.3k | $220k | 100% | Mar 2026 |
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| Farther Finance Advisors | 9.1k | $216k | -38% | Mar 2026 |
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| Wagner Wealth Management, Corp | 9.1k | $216k | 100% | Mar 2026 |
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| Nations Financial Group | 9.0k | $214k | 0% | Mar 2026 |
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| Huntington National Bank | 8.9k | $210k | -3% | Dec 2025 |
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| Cookson, Peirce & Co | 8.8k | $208k | -4% | Mar 2026 |
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| Opulen Financial Group | 8.7k | $206k | 1% | Mar 2026 |
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| Crews Bank & Trust | 8.5k | $200k | 0% | Mar 2026 |
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| Private Trust Co Na | 7.2k | $170k | 239% | Mar 2026 |
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| Knights of Columbus Asset Advisors | 7.1k | $167k | 0% | Mar 2026 |
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| O'shaughnessy Asset Management | 6.8k | $161k | 0% | Mar 2026 |
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| Anchor Investment Management | 6.2k | $147k | 100% | Mar 2026 |
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| Larson Financial Group | 5.3k | $127k | 0% | Dec 2025 |
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| IFP Advisors | 4.3k | $103k | 6% | Mar 2026 |
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| Pnc Financial Services | 4.1k | $98k | 2% | Mar 2026 |
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| Geneos Wealth Management | 3.1k | $73k | 0% | Mar 2026 |
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| Collier Financial | 1.9k | $46k | -24% | Mar 2026 |
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| CWM | 1.4k | $33k | 0% | Dec 2025 |
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| Golden State Equity Partners | 850.00 | $20k | 100% | Mar 2026 |
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| ORG Partners | 850.00 | $20k | 0% | Dec 2025 |
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| AdvisorNet Financial | 784.00 | $19k | 0% | Mar 2026 |
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| MAI Wealth Advisors | 549.00 | $13k | -76% | Mar 2026 |
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| West Branch Capital | 500.00 | $12k | 0% | Mar 2026 |
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| Trust | 398.00 | $9.4k | 0% | Mar 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 |
|---|---|---|---|
| Confluence Investment Management | Dec 2025 | 244k | $5.8M |
| Goss Wealth Management | Dec 2025 | 183k | $4.3M |
| Elequin Capital | Dec 2025 | 155k | $3.7M |
| Summit Trail Advisors | Dec 2025 | 34k | $792k |
| Koss-Olinger Consulting | Dec 2025 | 33k | $770k |
| Intl Fcstone | Dec 2025 | 14k | $339k |
| Jane Street | Dec 2025 | 13k | $317k |
| Goldman Sachs Group | Dec 2025 | 11k | $259k |
| BCS Wealth Management | Dec 2025 | 9.6k | $228k |
| Wealth Enhancement Advisory Services | Dec 2025 | 9.6k | $228k |
| Brookstone Capital Management | Dec 2025 | 8.8k | $207k |
| Francis Financial | Dec 2025 | 8.6k | $203k |