BSMT institutional holders

INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF · 13F, 2026Q2

Managers holding123
Shares held8,159,250
Reported value$187.9m
Quarter flows16 new, 52 added, 28 trimmed, 8 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Hills Bank & Trust Co664,948$15.3m0.7%
WELLS FARGO & COMPANY/MN567,574$13.1m0.0%
RAYMOND JAMES FINANCIAL INC381,835$8.8m0.0%
LPL Financial LLC324,270$7.5m0.0%
Invesco Ltd.303,363$7.0m0.0%
Atlantic Union Bankshares Corp301,728$6.9m0.1%
BANK OF AMERICA CORP /DE/293,262$6.8m0.0%
Kathmere Capital Management, LLC274,921$6.3m0.3%
Integrated Wealth Concepts LLC250,783$5.8m0.0%
MORGAN STANLEY247,954$5.7m0.0%
HighTower Advisors, LLC225,499$5.2m0.0%
NewEdge Advisors, LLC216,442$5.0m0.0%
Avior Wealth Management, LLC193,355$4.5m0.1%
PRECEDENT WEALTH PARTNERS, LLC178,979$4.1m0.7%
CENTRAL VALLEY ADVISORS, LLC169,747$3.9m1.0%
OSAIC HOLDINGS, INC.169,221$3.9m0.0%
MONECO ADVISORS, LLC158,107$3.6m0.2%
UBS Group AG155,342$3.6m0.0%
Legacy Private Trust Co.132,580$3.1m0.2%
COMMONWEALTH EQUITY SERVICES, LLC112,989$2.6m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO110,271$2.5m0.0%
Sequoia Financial Advisors, LLC107,886$2.5m0.0%
Lido Advisors, LLC106,400$2.5m0.0%
ENVESTNET ASSET MANAGEMENT INC105,968$2.4m0.0%
CONFLUENCE INVESTMENT MANAGEMENT LLC96,425$2.2m0.0%

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

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