Who owns Invesco Exch Trd Slf Idx Fd bulshs 2029 muni?
- Ticker: BSMT
- CUSIP Number: 46138j478
Tip: Access positions for across all investors
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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 286k | $6.7M | -27% | Dec 2023 |
|
| Hills Bank And Trust Company | 236k | $5.5M | 125% | Dec 2023 |
|
| Key FInancial | 81k | $1.9M | 0% | Mar 2024 |
|
| Union Bankshares | 66k | $1.5M | 6% | Mar 2024 |
|
| Garrett Investment Advisors | 64k | $1.5M | -33% | Mar 2024 |
|
| Kestra Advisory Services | 62k | $1.5M | 100% | Dec 2023 |
|
| D.A. Davidson & Co. | 59k | $1.4M | -17% | Dec 2023 |
|
| Precedent Wealth Partners | 50k | $1.2M | 28% | Mar 2024 |
|
| UBS Group | 47k | $1.1M | 19% | Dec 2023 |
|
| Bank of America Corporation | 43k | $998k | 61% | Dec 2023 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 38k | $878k | 35% | Mar 2024 |
|
| Commonwealth Equity Services | 34k | $785k | 7% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 33k | $768k | 100% | Mar 2024 |
|
| Asset Dedication | 31k | $711k | 8% | Mar 2024 |
|
| Advisor Group Holdings | 30k | $696k | -7% | Dec 2023 |
|
| Sterling Financial Group | 28k | $660k | 0% | Dec 2023 |
|
| Hobbs Group Advisors | 26k | $618k | 100% | Dec 2023 |
|
| Captrust Financial Advisors | 23k | $549k | -6% | Dec 2023 |
|
| FF Advisors | 21k | $478k | -5% | Mar 2024 |
|
| Addison Advisors | 20k | $457k | 48% | Mar 2024 |
|
| Horizons Wealth Management | 19k | $448k | 301% | Mar 2024 |
|
| Royal Harbor Partners | 18k | $422k | 0% | Mar 2024 |
|
| Private Advisor | 16k | $362k | 0% | Mar 2024 |
|
| Savant Capital Management | 16k | $360k | 0% | Mar 2024 |
|
| Beacon Pointe Advisors | 16k | $364k | 100% | Dec 2023 |
|
| Cooksen Wealth | 15k | $353k | 0% | Mar 2024 |
|
| Raymond James & Associates | 12k | $274k | 32% | Mar 2024 |
|
| TLWM | 11k | $264k | 6% | Mar 2024 |
|
| Silverlake Wealth Management | 11k | $258k | 100% | Mar 2024 |
|
| Royal Bank of Canada | 10k | $238k | 7% | Dec 2023 |
|
| Huntington National Bank | 3.3k | $77k | 35% | Mar 2024 |
|
| Benjamin F. Edwards & Company | 3.0k | $71k | 0% | Mar 2024 |
|
| First Command Advisory Services | 2.0k | $46k | 100% | Mar 2024 |
|
| Davis Capital Management | 1.2k | $28k | 0% | Mar 2024 |
|
| Global Retirement Partners | 1.2k | $28k | 0% | Mar 2024 |
|
| Steward Partners Investment Advisory | 700.00 | $16k | 0% | Dec 2023 |
|
| Massmutual Trust | 295.00 | $6.9k | 0% | Mar 2024 |
|
| Rise Advisors | 216.00 | $5.0k | 0% | Mar 2024 |
|
Who sold out of Invesco Exch Trd Slf Idx Fd bulshs 2029 muni?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Sep 2023 | 108k | $2.4M |
| Wrapmanager | Sep 2023 | 13k | $294k |
| Valicenti Advisory Services | Dec 2023 | 8.5k | $200k |