BSMS institutional holders

INVESCO BULLETSHARES (R)2028 MUNICIPAL BOND ETF · 13F, 2026Q2

Managers holding132
Shares held8,888,984
Reported value$208.4m
Quarter flows15 new, 61 added, 27 trimmed, 12 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC525,668$12.3m0.0%
MORGAN STANLEY431,869$10.1m0.0%
RAYMOND JAMES FINANCIAL INC422,297$9.9m0.0%
Invesco Ltd.418,580$9.8m0.0%
TRUIST FINANCIAL CORP324,173$7.6m0.0%
BANK OF AMERICA CORP /DE/299,578$7.0m0.0%
Integrated Wealth Concepts LLC258,608$6.1m0.0%
Atlantic Union Bankshares Corp258,432$6.1m0.1%
NewEdge Advisors, LLC221,808$5.2m0.0%
COMMONWEALTH EQUITY SERVICES, LLC216,228$5.1m0.0%
Kathmere Capital Management, LLC208,191$4.9m0.3%
Hills Bank & Trust Co189,779$4.4m0.2%
CENTRAL VALLEY ADVISORS, LLC188,612$4.4m1.1%
UBS Group AG186,076$4.4m0.0%
PRECEDENT WEALTH PARTNERS, LLC179,962$4.2m0.7%
HighTower Advisors, LLC172,737$4.0m0.0%
OSAIC HOLDINGS, INC.169,848$4.0m0.0%
WELLS FARGO & COMPANY/MN163,761$3.8m0.0%
MONECO ADVISORS, LLC162,305$3.8m0.2%
Summit Financial, LLC158,825$3.7m0.0%
Thrivent Financial for Lutherans147,663$3.5m0.0%
Financial Solutions Advisory Group, Inc.140,881$3.3m0.4%
ENVESTNET ASSET MANAGEMENT INC137,943$3.2m0.0%
Elequin Capital, LP117,520$2.8m0.1%
Invariant Investment Management113,415$2.7m1.6%

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

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