Who owns Invesco Exch Trd Slf Idx Fd bulshs 2027 muni?
- Ticker: BSMR
- CUSIP Number: 46138j494
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Analyze quarterly positions in Invesco Exch Trd Slf Idx Fd bulshs 2027 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 2027 muni stock
Who bought or sold Invesco Exch Trd Slf Idx Fd bulshs 2027 muni this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Key FInancial | 246k | $5.8M | 22% | Mar 2024 |
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| Morgan Stanley | 227k | $5.4M | 54% | Mar 2024 |
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| Wells Fargo & Company | 225k | $5.3M | 38% | Mar 2024 |
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| LPL Financial | 203k | $4.8M | 26% | Mar 2024 |
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| Commonwealth Equity Services | 143k | $3.4M | 7% | Mar 2024 |
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| Goss Wealth Management | 116k | $2.8M | 3% | Mar 2024 |
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| Bank of America Corporation | 116k | $2.7M | 43% | Mar 2024 |
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| Union Bankshares | 113k | $2.7M | 8% | Mar 2024 |
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| Raymond James & Associates | 108k | $2.5M | 2% | Mar 2024 |
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| UBS Group | 101k | $2.4M | 9% | Mar 2024 |
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| Sterling Financial Group | 90k | $2.1M | -29% | Dec 2023 |
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| Colony | 80k | $1.9M | 50% | Mar 2024 |
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| Asset Dedication | 69k | $1.6M | 19% | Mar 2024 |
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| Garrett Investment Advisors | 68k | $1.6M | -30% | Mar 2024 |
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| Envestnet Asset Management | 56k | $1.3M | 26% | Mar 2024 |
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| Fortress Wealth Management | 51k | $1.2M | 1% | Mar 2024 |
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| Precedent Wealth Partners | 49k | $1.2M | 26% | Mar 2024 |
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| Astoria Portfolio Advisors | 43k | $1.0M | 0% | Mar 2024 |
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| Kestra Advisory Services | 40k | $955k | 100% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 39k | $921k | 25% | Mar 2024 |
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| Advisor Group Holdings | 38k | $905k | -3% | Mar 2024 |
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| Integrated Wealth Concepts | 37k | $884k | 100% | Mar 2024 |
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| Aptus Capital Advisors | 36k | $859k | 100% | Mar 2024 |
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| Hobbs Group Advisors | 35k | $837k | 100% | Dec 2023 |
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| River Street Advisors | 35k | $828k | 100% | Mar 2024 |
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| Steward Partners Investment Advisory | 35k | $828k | -6% | Mar 2024 |
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| WESPAC Advisors | 35k | $820k | 100% | Mar 2024 |
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| AlphaStar Capital Management | 34k | $792k | 100% | Mar 2024 |
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| Savant Capital Management | 32k | $766k | 0% | Mar 2024 |
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| Raymond James Financial Services Advisors | 29k | $680k | 114% | Mar 2024 |
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| Paulson Wealth Management | 28k | $670k | 19% | Mar 2024 |
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| Krilogy Financial | 23k | $543k | 35% | Mar 2024 |
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| TLWM | 22k | $517k | 4% | Mar 2024 |
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| Royal Harbor Partners | 20k | $468k | 0% | Mar 2024 |
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| Midland Wealth Advisors | 19k | $452k | 0% | Mar 2024 |
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| AA Financial Advisors | 19k | $448k | 100% | Mar 2024 |
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| Private Advisor | 19k | $447k | 26% | Mar 2024 |
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| HighTower Advisors | 18k | $429k | 7% | Mar 2024 |
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| Royal Bank of Canada | 17k | $394k | 49% | Mar 2024 |
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| Oceanside Advisors | 16k | $370k | 0% | Mar 2024 |
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| Addison Advisors | 15k | $361k | 33% | Mar 2024 |
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| Cooksen Wealth | 15k | $352k | 0% | Mar 2024 |
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| Horizons Wealth Management | 15k | $350k | 16% | Mar 2024 |
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| Thrivent Financial for Lutherans | 14k | $332k | 100% | Mar 2024 |
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| Beacon Pointe Advisors | 14k | $327k | 100% | Dec 2023 |
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| Stifel Financial | 13k | $315k | 1% | Mar 2024 |
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| Benjamin F. Edwards & Company | 13k | $308k | 0% | Mar 2024 |
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| Bill Few Associates | 13k | $304k | 15% | Mar 2024 |
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| Sentinel Pension Advisors | 12k | $289k | 100% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 12k | $276k | 50% | Mar 2024 |
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| Denver Wealth Management | 11k | $261k | 3% | Mar 2024 |
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| Captrust Financial Advisors | 11k | $261k | -44% | Mar 2024 |
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| Silverlake Wealth Management | 11k | $258k | 100% | Mar 2024 |
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| Cambridge Investment Research Advisors | 11k | $257k | 0% | Mar 2024 |
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| MONECO Advisors | 11k | $252k | -3% | Mar 2024 |
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| Foundry Financial Group | 11k | $249k | 13% | Mar 2024 |
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| Levy Wealth Management Group | 11k | $250k | 0% | Mar 2024 |
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| Jane Street | 10k | $244k | -80% | Mar 2024 |
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| Huntington National Bank | 5.5k | $130k | -19% | Mar 2024 |
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| First Command Advisory Services | 3.0k | $70k | 100% | Mar 2024 |
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| Webster Bank, N. A. | 2.5k | $60k | 50% | Mar 2024 |
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| CWM | 1.4k | $33k | 0% | Mar 2024 |
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| Brian McDonald | 996.00 | $24k | 43% | Mar 2024 |
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| AdvisorNet Financial | 784.00 | $19k | 0% | Mar 2024 |
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| IFP Advisors | 700.00 | $17k | 0% | Dec 2023 |
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| Capital Analysts | 646.00 | $15k | 0% | Mar 2024 |
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| West Branch Capital | 500.00 | $12k | 0% | Mar 2024 |
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| Pnc Financial Services | 474.00 | $11k | 100% | Mar 2024 |
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Who sold out of Invesco Exch Trd Slf Idx Fd bulshs 2027 muni?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bank of New York Mellon | Dec 2023 | 97k | $2.3M |
| Meridian Wealth Management | Dec 2023 | 19k | $445k |
| NorthCrest Asset Manangement | Dec 2023 | 14k | $335k |
| Koss-Olinger Consulting | Sep 2023 | 12k | $265k |
| Creative Planning | Dec 2023 | 10k | $243k |
| Susquehanna International | Sep 2023 | 9.8k | $224k |
| We Are One Seven | Sep 2023 | 8.8k | $202k |
| ORG Partners | Dec 2023 | 850.00 | $20k |
| Advisory Services Network | Dec 2023 | 762.00 | $18k |