BSMV Invesco BulletShares 2031 Municipal Bond ETF

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Institutionelle Eigentümer (13F) 90 Einreicher · $115.2M gesamt · Stand 30. Juni 2026

Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.

Institutionelle Aktivität — Q2 2026 vs. Vorquartal
Neue Positionen Geschlossene Positionen Erhöht Abgenommen Nettoveränderung der Aktien
18 (+6 vs. Vorquartal) 7 (0 vs. Vorquartal) 39 (-2 vs. Vorquartal) 16 (+3 vs. Vorquartal) +335K

Verglichen mit Q1 2026. SEC-Formular 13F-Einreichungen sind innerhalb von 45 Tagen nach Quartalsende fällig, zuzüglich einer kurzen Pufferzeit für verspätete Einreicher — Quartale, die noch in diesem Fenster liegen, werden zugunsten des letzten vollständig berichteten Paares übersprungen.

Institution Wert Aktien % der verfolgten 13F Typ
Hills Bank & Trust Co $7.561.378 360.323 6,56% Aktien
HighTower Advisors, LLC $7.025.092 334.767 6,10% Aktien
LPL Financial LLC $6.053.289 288.458 5,25% Aktien
MORGAN STANLEY $5.811.334 276.928 5,04% Aktien
PRECEDENT WEALTH PARTNERS, LLC $4.533.390 216.030 3,93% Aktien
Invesco Ltd. $4.299.113 204.866 3,73% Aktien
BANK OF AMERICA CORP /DE/ $4.216.747 200.941 3,66% Aktien
Lido Advisors, LLC $4.106.765 195.700 3,56% Aktien
UBS Group AG $4.045.278 192.770 3,51% Aktien
CENTRAL VALLEY ADVISORS, LLC $3.803.851 181.265 3,30% Aktien
Avior Wealth Management, LLC $3.205.103 152.733 2,78% Aktien
ENVESTNET ASSET MANAGEMENT INC $3.099.144 147.684 2,69% Aktien
MONECO ADVISORS, LLC $2.924.513 139.362 2,54% Aktien
RAYMOND JAMES FINANCIAL INC $2.782.785 132.608 2,41% Aktien
Legacy Private Trust Co. $2.552.594 121.639 2,22% Aktien
Envision Financial Planning, LLC $2.472.056 117.801 2,15% Aktien
CARY STREET PARTNERS FINANCIAL LLC $2.303.209 109.755 2,00% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $2.274.426 108.383 1,97% Aktien
Clark Asset Management, LLC $2.231.473 106.337 1,94% Aktien
Parkway Wealth Management Group, LLC $2.208.047 105.220 1,92% Aktien
Kestra Advisory Services, LLC $2.017.678 96.149 1,75% Aktien
OSAIC HOLDINGS, INC. $1.971.047 93.904 1,71% Aktien
STIFEL FINANCIAL CORP $1.526.831 72.758 1,33% Aktien
Key Financial Inc $1.509.745 71.944 1,31% Aktien
Integrated Wealth Concepts LLC $1.501.332 71.542 1,30% Aktien
Coastline Complete Wealth LLC $1.499.660 71.823 1,30% Aktien
JANE STREET GROUP, LLC $1.377.644 65.649 1,20% Aktien
HUNTINGTON NATIONAL BANK $1.309.569 62.405 1,14% Aktien
UNITED CAPITAL FINANCIAL ADVISORS, LLC $1.269.048 60.488 1,10% Aktien
MML INVESTORS SERVICES, LLC $1.203.118 57.332 1,04% Aktien
Farmers National Bank $1.172.873 55.891 1,02% Aktien
VestGen Advisors, LLC $1.061.804 50.598 0,92% Aktien
WELLS FARGO & COMPANY/MN $1.027.006 48.940 0,89% Aktien
Jacobi Capital Management LLC $982.725 46.830 0,85% Aktien
Equitable Holdings, Inc. $978.247 46.617 0,85% Aktien
Elequin Capital, LP $948.333 45.191 0,82% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $912.840 43.500 0,79% Aktien
MISSION WEALTH MANAGEMENT, LP $768.388 36.616 0,67% Aktien
Sterling Financial Group, Inc. $762.033 36.270 0,66% Aktien
Marietta Wealth Management, LLC $713.742 34.012 0,62% Aktien
Wedmont Private Capital $706.975 33.770 0,61% Aktien
IFG Advisory, LLC $692.596 33.004 0,60% Aktien
SAX WEALTH ADVISORS, LLC $667.501 31.968 0,58% Aktien
CAPTRUST FINANCIAL ADVISORS $662.262 31.559 0,57% Aktien
JONES FINANCIAL COMPANIES LLLP $636.298 30.336 0,55% Aktien
Garrett Wealth Advisory Group, LLC $614.483 29.282 0,53% Aktien
Sequoia Financial Advisors, LLC $608.041 28.975 0,53% Aktien
Asset Dedication, LLC $605.805 28.868 0,53% Aktien
BENJAMIN EDWARDS INC $582.936 27.781 0,51% Aktien
ROYAL BANK OF CANADA $471.000 22.431 0,41% Aktien
Cetera Investment Advisers $430.144 20.498 0,37% Aktien
Atlantic Union Bankshares Corp $422.470 20.132 0,37% Aktien
Gradient Capital Advisors, LLC $413.488 19.704 0,36% Aktien
Venture Visionary Partners LLC $382.092 18.207 0,33% Aktien
HUB Investment Partners, LLC $343.433 16.366 0,30% Aktien
KESTRA PRIVATE WEALTH SERVICES, LLC $318.671 15.186 0,28% Aktien
Heritage Trust Co $292.803 13.953 0,25% Aktien
Crews Bank & Trust $278.366 13.265 0,24% Aktien
NewEdge Advisors, LLC $269.657 12.850 0,23% Aktien
Horizons Wealth Management $263.196 12.605 0,23% Aktien
Global Financial Private Client, LLC $256.185 12.208 0,22% Aktien
Beacon Pointe Advisors, LLC $255.909 12.256 0,22% Aktien
HENGEHOLD CAPITAL MANAGEMENT LLC $251.001 11.961 0,22% Aktien
Intentional Wealth Strategies, LLC $247.812 11.809 0,22% Aktien
OneAscent Financial Services LLC $243.594 11.608 0,21% Aktien
Vestmark Advisory Solutions, Inc. $239.019 11.390 0,21% Aktien
World Investment Advisors $237.827 11.390 0,21% Aktien
COOKSON PEIRCE & CO INC $217.258 10.353 0,19% Aktien
CGN Advisors LLC $200.868 9.572 0,17% Aktien
HARBOUR INVESTMENTS, INC. $199.714 9.517 0,17% Aktien
Addison Advisors LLC $190.208 9.064 0,17% Aktien
ATLAS CAPITAL ADVISORS INC. $146.895 7.000 0,13% Aktien
ORG Partners LLC $141.604 6.700 0,12% Aktien
Larson Financial Group LLC $127.064 6.055 0,11% Aktien
Aptus Capital Advisors, LLC $112.962 5.383 0,10% Aktien
Colonial Trust Advisors $83.940 4.000 0,07% Aktien
NorthAvenue LLC $71.329 3.399 0,06% Aktien
Plante Moran Financial Advisors, LLC $50.490 2.406 0,04% Aktien
MERCER GLOBAL ADVISORS INC /ADV $49.357 2.352 0,04% Aktien
Farther Finance Advisors, LLC $46.964 2.238 0,04% Aktien
First Command Advisory Services, Inc. $42.621 2.031 0,04% Aktien
PRIVATE TRUST CO NA $36.304 1.730 0,03% Aktien
IMA Advisory Services, Inc. $31.478 1.500 0,03% Aktien
PNC Financial Services Group, Inc. $28.751 1.370 0,02% Aktien
HARBOR INVESTMENT ADVISORY, LLC $11.961 570 0,01% Aktien
IFP Advisors, Inc $9.989 476 0,01% Aktien
Trust Co $9.250 443 0,01% Aktien
FMR LLC $4.449 212 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $367 17.474 0,00% Aktien
Capital Analysts, LLC $187 8.892 0,00% Aktien