Who owns Invesco Exch Trd Slf Idx Fd bulshs 2029 muni?
- Ticker: BSMT
- CUSIP Number: 46138j478
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Analyze quarterly positions in Invesco Exch Trd Slf Idx Fd bulshs 2029 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 2029 muni stock
Who bought or sold Invesco Exch Trd Slf Idx Fd bulshs 2029 muni this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Hills Bank And Trust Company | 633k | $15M | 11% | Dec 2025 |
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| Wells Fargo & Company | 579k | $13M | 5% | Dec 2025 |
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| Invesco | 280k | $6.5M | 17% | Dec 2025 |
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| Kathmere Capital Management | 273k | $6.3M | -2% | Dec 2025 |
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| LPL Financial | 272k | $6.3M | 10% | Dec 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 230k | $5.3M | 14% | Mar 2026 |
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| Raymond James Financial | 201k | $4.7M | 22% | Dec 2025 |
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| HighTower Advisors | 200k | $4.6M | 50% | Dec 2025 |
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| UBS Group | 181k | $4.2M | 30% | Dec 2025 |
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| Union Bankshares | 177k | $4.1M | 0% | Dec 2025 |
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| Central Valley Advisors | 177k | $4.1M | -7% | Mar 2026 |
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| Goss Wealth Management | 171k | $4.0M | 9% | Dec 2025 |
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| Sequoia Financial Advisors | 169k | $3.9M | 100% | Dec 2025 |
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| Precedent Wealth Partners | 153k | $3.6M | 10% | Dec 2025 |
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| MONECO Advisors | 133k | $3.1M | 3% | Dec 2025 |
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| Key FInancial | 121k | $2.8M | 1% | Dec 2025 |
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| Integrated Wealth Concepts | 113k | $2.6M | 28% | Dec 2025 |
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| Lido Advisors | 106k | $2.5M | 11% | Dec 2025 |
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| Confluence Investment Management | 104k | $2.4M | 100% | Mar 2026 |
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| Envestnet Asset Management | 98k | $2.3M | 1% | Dec 2025 |
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| Colony | 95k | $2.2M | 11% | Dec 2025 |
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| Advisor Group Holdings | 94k | $2.2M | 16% | Dec 2025 |
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| Commonwealth Equity Services | 91k | $2.1M | -44% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 90k | $2.1M | 18% | Dec 2025 |
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| Jane Street | 89k | $2.1M | 100% | Dec 2025 |
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| Legacy Private Trust | 87k | $2.0M | 50% | Mar 2026 |
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| Kestra Advisory Services | 82k | $1.9M | 6% | Dec 2025 |
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| Elequin Capital | 78k | $1.8M | 92% | Dec 2025 |
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| Signature | 78k | $1.8M | 0% | Mar 2026 |
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| VestGen Advisors | 77k | $1.8M | -44% | Dec 2025 |
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| Mml Investors Services | 75k | $1.7M | 17% | Dec 2025 |
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| Clark Asset Management | 75k | $1.7M | 34% | Dec 2025 |
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| Asset Dedication | 69k | $1.6M | 7% | Dec 2025 |
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| Coastline Complete Wealth | 69k | $1.6M | 100% | Dec 2025 |
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| Farmers National Bank | 52k | $1.2M | 5% | Dec 2025 |
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| AlphaStar Capital Management | 39k | $911k | -14% | Dec 2025 |
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| Paulson Wealth Management | 39k | $892k | 27% | Dec 2025 |
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| Brown Advisory Holdings Incorporated | 37k | $855k | 0% | Dec 2025 |
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| Jones Financial Companies, L.L | 37k | $854k | 30% | Dec 2025 |
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| Sanctuary Advisors | 37k | $854k | 245% | Dec 2025 |
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| Equitable Holdings | 36k | $840k | 2% | Dec 2025 |
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| Captrust Financial Advisors | 34k | $776k | 16% | Dec 2025 |
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| Marietta Wealth Management | 31k | $717k | 0% | Dec 2025 |
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| Harbour Investments | 31k | $715k | 8% | Dec 2025 |
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| Huntington National Bank | 30k | $701k | 0% | Dec 2025 |
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| Reuter James Wealth Management | 30k | $695k | 0% | Dec 2025 |
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| Sentinel Pension Advisors | 29k | $665k | 0% | Dec 2025 |
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| Koss-Olinger Consulting | 29k | $661k | 0% | Dec 2025 |
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| Meridian Wealth Management | 27k | $624k | 3% | Dec 2025 |
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| Addison Advisors | 25k | $578k | 0% | Dec 2025 |
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| Horizons Wealth Management | 23k | $537k | 0% | Mar 2026 |
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| Cetera Investment Advisers | 23k | $524k | 87% | Dec 2025 |
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| Howard Wealth Management | 22k | $518k | 58% | Dec 2025 |
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| TLWM | 22k | $510k | -5% | Mar 2026 |
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| Carnegie Capital Asset Management | 22k | $500k | 50% | Dec 2025 |
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| Stifel Financial | 22k | $500k | -10% | Dec 2025 |
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| Summit Trail Advisors | 21k | $487k | 100% | Dec 2025 |
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| Silverlake Wealth Management | 21k | $477k | 10% | Dec 2025 |
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| Hobbs Group Advisors | 20k | $464k | 1% | Dec 2025 |
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| Intl Fcstone | 19k | $433k | 0% | Dec 2025 |
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| Jacobi Capital Management | 19k | $428k | 22% | Dec 2025 |
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| Invariant Investment Management | 17k | $402k | 100% | Dec 2025 |
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| Hartland & Co | 17k | $399k | 33% | Dec 2025 |
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| Cambridge Financial Group | 16k | $367k | -31% | Mar 2026 |
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| Wingate Wealth Advisors | 16k | $362k | 1% | Dec 2025 |
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| IFG Advisory | 16k | $359k | 68% | Dec 2025 |
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| Cooksen Wealth | 15k | $352k | 0% | Dec 2025 |
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| Beacon Pointe Advisors | 15k | $343k | -36% | Dec 2025 |
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| FF Advisors | 15k | $340k | 0% | Dec 2025 |
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| Wealthcare Advisory Partners | 15k | $336k | 0% | Dec 2025 |
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| WealthBridge Capital Management | 13k | $310k | 2% | Dec 2025 |
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| Private Trust Co Na | 13k | $309k | 31% | Dec 2025 |
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| Bill Few Associates | 13k | $301k | 0% | Mar 2026 |
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| WESPAC Advisors | 13k | $301k | 100% | Dec 2025 |
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| Heritage Trust | 13k | $299k | 47% | Dec 2025 |
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| Leavell Investment Management | 13k | $294k | 100% | Dec 2025 |
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| Accurate Wealth Management | 12k | $281k | 21% | Dec 2025 |
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| YANKCOM Partnership | 12k | $266k | 0% | Dec 2025 |
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| Garrett Investment Advisors | 11k | $247k | -13% | Dec 2025 |
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| River Street Advisors | 11k | $243k | 0% | Dec 2025 |
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| Aptus Capital Advisors | 9.9k | $230k | 1% | Dec 2025 |
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| Prospera Financial Services | 9.6k | $223k | 0% | Dec 2025 |
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| Foundry Financial Group | 9.5k | $221k | 0% | Dec 2025 |
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| Opulen Financial Group | 9.4k | $218k | 1% | Dec 2025 |
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| Cookson, Peirce & Co | 9.3k | $215k | 100% | Dec 2025 |
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| D.A. Davidson & Co. | 9.1k | $211k | 1% | Dec 2025 |
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| Baird Financial | 8.9k | $205k | 0% | Dec 2025 |
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| Crews Bank & Trust | 8.7k | $200k | 0% | Dec 2025 |
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| Knights of Columbus Asset Advisors | 7.2k | $166k | 0% | Dec 2025 |
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| O'shaughnessy Asset Management | 7.0k | $163k | 2% | Dec 2025 |
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| Capital Analysts | 6.7k | $156k | 100% | Dec 2025 |
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| ORG Partners | 6.1k | $141k | 0% | Dec 2025 |
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| First Command Advisory Services | 6.1k | $141k | -39% | Dec 2025 |
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| NorthAvenue | 5.8k | $135k | 100% | Dec 2025 |
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| Larson Financial Group | 5.5k | $128k | 0% | Dec 2025 |
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| Farther Finance Advisors | 5.3k | $123k | -51% | Mar 2026 |
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| Brian McDonald | 4.6k | $108k | 0% | Dec 2025 |
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| Anchor Investment Management | 4.0k | $93k | 300% | Dec 2025 |
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| Steward Partners Investment Advisory | 3.4k | $78k | 680% | Dec 2025 |
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| Pnc Financial Services | 2.7k | $62k | 24% | Dec 2025 |
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| Global Retirement Partners | 1.2k | $28k | 0% | Dec 2025 |
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| CWM | 865.00 | $20k | 0% | Dec 2025 |
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| Harbor Investment Advisory | 700.00 | $16k | 0% | Dec 2025 |
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| Trust | 406.00 | $9.4k | 100% | Dec 2025 |
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| Massmutual Trust | 295.00 | $6.8k | 0% | Dec 2025 |
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Who sold out of Invesco Exch Trd Slf Idx Fd bulshs 2029 muni?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 17k | $394k |
| Principal Securities | Sep 2025 | 2.9k | $67k |