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 |
|---|---|---|---|---|---|
| Elequin Capital | 943k | $24M | 1110% | Mar 2026 |
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| Hills Bank And Trust Company | 659k | $15M | 4% | Mar 2026 |
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| Wells Fargo & Company | 587k | $14M | 1% | Mar 2026 |
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| LPL Financial | 300k | $6.9M | 10% | Mar 2026 |
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| Invesco | 296k | $6.8M | 6% | Mar 2026 |
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| Bank of America Corporation | 292k | $6.7M | 100% | Mar 2026 |
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| Kathmere Capital Management | 252k | $5.8M | -8% | Mar 2026 |
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| Morgan Stanley | 245k | $5.6M | 100% | Mar 2026 |
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| UBS Group | 234k | $5.4M | 30% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 230k | $5.3M | 14% | Mar 2026 |
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| HighTower Advisors | 221k | $5.1M | 10% | Mar 2026 |
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| Raymond James Financial | 201k | $4.7M | 22% | Dec 2025 |
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| Union Bankshares | 191k | $4.4M | 8% | Mar 2026 |
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| Central Valley Advisors | 177k | $4.1M | -7% | Mar 2026 |
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| Precedent Wealth Partners | 166k | $3.8M | 8% | Mar 2026 |
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| Sequoia Financial Advisors | 160k | $3.7M | -5% | Mar 2026 |
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| MONECO Advisors | 153k | $3.5M | 15% | Mar 2026 |
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| Integrated Wealth Concepts | 135k | $3.1M | 20% | Mar 2026 |
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| Key FInancial | 111k | $2.6M | -8% | Mar 2026 |
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| Commonwealth Equity Services | 110k | $2.5M | 21% | Mar 2026 |
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| Envestnet Asset Management | 108k | $2.5M | 9% | Mar 2026 |
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| Lido Advisors | 106k | $2.4M | 0% | Mar 2026 |
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| Confluence Investment Management | 104k | $2.4M | 100% | Mar 2026 |
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| Clark Asset Management | 99k | $2.3M | 32% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 99k | $2.3M | 10% | Mar 2026 |
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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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| Legacy Private Trust | 87k | $2.0M | 50% | Mar 2026 |
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| Jane Street | 86k | $2.0M | -4% | Mar 2026 |
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| Kestra Advisory Services | 79k | $1.8M | -4% | Mar 2026 |
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| Signature | 78k | $1.8M | 0% | Mar 2026 |
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| VestGen Advisors | 75k | $1.7M | -2% | Mar 2026 |
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| Asset Dedication | 69k | $1.6M | 7% | Dec 2025 |
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| Coastline Complete Wealth | 69k | $1.6M | 0% | Mar 2026 |
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| Mml Investors Services | 64k | $1.5M | -15% | Mar 2026 |
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| Paulson Wealth Management | 58k | $1.3M | 49% | Mar 2026 |
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| Farmers National Bank | 52k | $1.2M | 5% | Dec 2025 |
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| Carnegie Capital Asset Management | 43k | $991k | 99% | Mar 2026 |
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| Willis Johnson & Associates | 43k | $989k | 100% | Mar 2026 |
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| AlphaStar Capital Management | 39k | $907k | 0% | Mar 2026 |
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| Sanctuary Advisors | 39k | $901k | 6% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 39k | $900k | 6% | Mar 2026 |
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| Equitable Holdings | 37k | $861k | 2% | Mar 2026 |
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| Jones Financial Companies, L.L | 37k | $854k | 30% | Dec 2025 |
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| Harbour Investments | 36k | $839k | 18% | Mar 2026 |
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| Captrust Financial Advisors | 34k | $776k | 16% | Dec 2025 |
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| Reuter James Wealth Management | 32k | $745k | 8% | Mar 2026 |
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| Stifel Financial | 31k | $723k | 45% | Mar 2026 |
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| Marietta Wealth Management | 31k | $713k | 0% | Mar 2026 |
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| Huntington National Bank | 30k | $701k | 0% | Dec 2025 |
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| Sentinel Pension Advisors | 29k | $661k | 0% | Mar 2026 |
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| Cetera Investment Advisers | 27k | $631k | 21% | Mar 2026 |
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| Meridian Wealth Management | 27k | $621k | 0% | Mar 2026 |
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| Anchor Investment Management | 27k | $610k | 562% | Mar 2026 |
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| Addison Advisors | 26k | $589k | 2% | Mar 2026 |
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| Howard Wealth Management | 25k | $585k | 13% | Mar 2026 |
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| Hobbs Group Advisors | 24k | $547k | 18% | Mar 2026 |
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| Horizons Wealth Management | 23k | $537k | 0% | Mar 2026 |
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| TLWM | 22k | $510k | -5% | Mar 2026 |
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| Private Trust Co Na | 22k | $508k | 65% | Mar 2026 |
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| Royal Bank of Canada | 21k | $476k | 4% | Mar 2026 |
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| Silverlake Wealth Management | 21k | $474k | 0% | Mar 2026 |
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| Aptus Capital Advisors | 20k | $457k | 100% | Mar 2026 |
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| Jacobi Capital Management | 19k | $425k | 0% | Mar 2026 |
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| Hartland & Co | 17k | $397k | 0% | Mar 2026 |
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| Heritage Trust | 17k | $396k | 33% | Mar 2026 |
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| Invariant Investment Management | 17k | $388k | -3% | Mar 2026 |
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| Cambridge Financial Group | 16k | $367k | -31% | Mar 2026 |
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| Wingate Wealth Advisors | 16k | $362k | 1% | Mar 2026 |
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| Cooksen Wealth | 15k | $350k | 0% | Mar 2026 |
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| Beacon Pointe Advisors | 15k | $343k | -36% | Dec 2025 |
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| Wealthcare Advisory Partners | 15k | $334k | 0% | Mar 2026 |
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| WealthBridge Capital Management | 14k | $329k | 7% | Mar 2026 |
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| First Command Advisory Services | 14k | $315k | 125% | Mar 2026 |
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| Leavell Investment Management | 13k | $308k | 5% | Mar 2026 |
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| Accurate Wealth Management | 13k | $305k | 9% | Mar 2026 |
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| Bill Few Associates | 13k | $301k | 0% | Mar 2026 |
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| WESPAC Advisors | 13k | $299k | 0% | Mar 2026 |
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| FF Advisors | 13k | $299k | -12% | Mar 2026 |
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| TCG Advisory Services | 13k | $294k | 100% | Mar 2026 |
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| Intentional Wealth Strategies | 12k | $287k | 100% | Mar 2026 |
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| Prospera Financial Services | 11k | $254k | 14% | Mar 2026 |
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| YANKCOM Partnership | 11k | $248k | -7% | Mar 2026 |
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| River Street Advisors | 11k | $242k | 0% | Mar 2026 |
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| Cypress Wealth Services | 10k | $241k | 100% | Mar 2026 |
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| Pensionmark Financial Group | 10k | $240k | 100% | Mar 2026 |
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| Vestmark Advisory Solutions | 10k | $240k | 100% | Mar 2026 |
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| Garrett Investment Advisors | 10k | $233k | -5% | Mar 2026 |
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| Mission Wealth Management | 10k | $230k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 9.9k | $227k | 193% | Mar 2026 |
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| Foundry Financial Group | 9.5k | $219k | 0% | Mar 2026 |
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| Opulen Financial Group | 9.5k | $218k | 1% | Mar 2026 |
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| Private Advisor | 9.2k | $212k | 100% | Mar 2026 |
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| D.A. Davidson & Co. | 9.0k | $208k | -1% | Mar 2026 |
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| Francis Financial | 9.0k | $207k | 100% | Mar 2026 |
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| Cookson, Peirce & Co | 8.9k | $206k | -4% | Mar 2026 |
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| Baird Financial | 8.9k | $205k | 0% | Dec 2025 |
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| Crews Bank & Trust | 8.7k | $199k | 0% | Mar 2026 |
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| Knights of Columbus Asset Advisors | 7.2k | $165k | 0% | Mar 2026 |
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| O'shaughnessy Asset Management | 7.0k | $162k | 0% | Mar 2026 |
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| Capital Analysts | 6.7k | $155k | 0% | Mar 2026 |
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| Golden State Equity Partners | 6.1k | $140k | 100% | Mar 2026 |
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| ORG Partners | 6.1k | $141k | 0% | Dec 2025 |
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| NorthAvenue | 5.8k | $135k | 0% | Mar 2026 |
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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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| Fifth Third Bancorp | 4.6k | $107k | 100% | Mar 2026 |
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| Brian McDonald | 4.6k | $108k | 0% | Dec 2025 |
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| Pnc Financial Services | 2.7k | $62k | 1% | Mar 2026 |
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| Western Wealth Management | 2.2k | $51k | 100% | Mar 2026 |
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| Harbor Investment Advisory | 1.4k | $31k | 93% | Mar 2026 |
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| Global Retirement Partners | 1.2k | $28k | 0% | Dec 2025 |
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| Gill Capital Partners | 1.0k | $24k | 100% | Mar 2026 |
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| CWM | 865.00 | $20k | 0% | Dec 2025 |
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| Trust | 407.00 | $9.4k | 0% | Mar 2026 |
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| Massmutual Trust | 295.00 | $6.8k | 0% | Mar 2026 |
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| IFP Advisors | 249.00 | $5.7k | 100% | Mar 2026 |
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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 |
|---|---|---|---|
| Goss Wealth Management | Dec 2025 | 171k | $4.0M |
| Koss-Olinger Consulting | Dec 2025 | 29k | $661k |
| Summit Trail Advisors | Dec 2025 | 21k | $487k |
| Intl Fcstone | Dec 2025 | 19k | $433k |
| Wealth Enhancement Advisory Services | Dec 2025 | 17k | $394k |
| IFG Advisory | Dec 2025 | 16k | $359k |
| Jpmorgan Chase & Co | Sep 2025 | 7.5k | $172k |