BSMR institutional holders

INVESCO BULLETSHARES (R)2027 MUNICIPAL BOND ETF · 13F, 2026Q2

Managers holding143
Shares held10,282,838
Reported value$243.1m
Quarter flows13 new, 68 added, 33 trimmed, 12 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY583,667$13.8m0.0%
LPL Financial LLC511,446$12.1m0.0%
BANK OF AMERICA CORP /DE/480,377$11.4m0.0%
WELLS FARGO & COMPANY/MN435,082$10.3m0.0%
Invesco Ltd.416,301$9.8m0.0%
RAYMOND JAMES FINANCIAL INC392,401$9.3m0.0%
Key Financial Inc367,608$8.7m1.4%
Financial Solutions Advisory Group, Inc.343,679$8.1m1.0%
Atlantic Union Bankshares Corp320,485$7.6m0.1%
Integrated Wealth Concepts LLC302,985$7.2m0.0%
HighTower Advisors, LLC245,694$5.8m0.0%
UBS Group AG222,064$5.2m0.0%
NewEdge Advisors, LLC217,832$5.1m0.0%
Thrivent Financial for Lutherans202,894$4.8m0.0%
PRECEDENT WEALTH PARTNERS, LLC190,052$4.5m0.7%
CENTRAL VALLEY ADVISORS, LLC184,560$4.4m1.1%
Hills Bank & Trust Co178,708$4.2m0.2%
Avior Wealth Management, LLC171,608$4.1m0.1%
OSAIC HOLDINGS, INC.163,122$3.9m0.0%
MONECO ADVISORS, LLC159,326$3.8m0.2%
Summit Financial, LLC157,385$3.7m0.0%
ENVESTNET ASSET MANAGEMENT INC131,780$3.1m0.0%
AMERIPRISE FINANCIAL INC127,095$3.0m0.0%
Asset Dedication, LLC124,958$3.0m0.2%
COMMONWEALTH EQUITY SERVICES, LLC110,974$2.6m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("BSMR"). BSMR price history · All 13F data

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