BSMW Invesco BulletShares 2032 Municipal Bond ETF
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Institutionelle Eigentümer (13F) 74 Einreicher · $113.6M 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 |
|---|---|---|---|---|
| 14 (+7 vs. Vorquartal) | 6 (-2 vs. Vorquartal) | 36 (+3 vs. Vorquartal) | 10 (-2 vs. Vorquartal) | +1.3M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | $12.994.539 | 516.887 | 11,43% | Aktien |
| LPL Financial LLC | $11.538.522 | 458.971 | 10,15% | Aktien |
| Stratos Wealth Advisors, LLC | $7.078.143 | 281.549 | 6,23% | Aktien |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $4.958.940 | 197.253 | 4,36% | Aktien |
| BANK OF AMERICA CORP /DE/ | $4.582.092 | 182.263 | 4,03% | Aktien |
| Lido Advisors, LLC | $4.515.864 | 179.628 | 3,97% | Aktien |
| PRECEDENT WEALTH PARTNERS, LLC | $4.353.268 | 173.161 | 3,83% | Aktien |
| Invesco Ltd. | $4.345.880 | 172.867 | 3,82% | Aktien |
| UBS Group AG | $3.855.219 | 153.350 | 3,39% | Aktien |
| Hills Bank & Trust Co | $3.610.205 | 143.604 | 3,18% | Aktien |
| ENVESTNET ASSET MANAGEMENT INC | $3.159.611 | 125.681 | 2,78% | Aktien |
| MONECO ADVISORS, LLC | $3.020.656 | 120.153 | 2,66% | Aktien |
| Envision Financial Planning, LLC | $3.018.120 | 120.053 | 2,66% | Aktien |
| RAYMOND JAMES FINANCIAL INC | $2.833.187 | 112.696 | 2,49% | Aktien |
| Kestra Advisory Services, LLC | $2.743.423 | 109.126 | 2,41% | Aktien |
| Legacy Private Trust Co. | $2.484.535 | 98.828 | 2,19% | Aktien |
| HighTower Advisors, LLC | $2.434.770 | 96.848 | 2,14% | Aktien |
| Clark Asset Management, LLC | $2.231.917 | 88.780 | 1,96% | Aktien |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.017.667 | 80.257 | 1,78% | Aktien |
| AMERIPRISE FINANCIAL INC | $1.848.330 | 73.521 | 1,63% | Aktien |
| OSAIC HOLDINGS, INC. | $1.593.526 | 63.386 | 1,40% | Aktien |
| Key Financial Inc | $1.374.781 | 54.685 | 1,21% | Aktien |
| JONES FINANCIAL COMPANIES LLLP | $1.268.733 | 50.527 | 1,12% | Aktien |
| STIFEL FINANCIAL CORP | $1.228.416 | 48.863 | 1,08% | Aktien |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.223.033 | 48.765 | 1,08% | Aktien |
| MML INVESTORS SERVICES, LLC | $1.221.554 | 48.590 | 1,07% | Aktien |
| Equitable Holdings, Inc. | $1.053.475 | 41.904 | 0,93% | Aktien |
| Jacobi Capital Management LLC | $985.129 | 39.186 | 0,87% | Aktien |
| Integrated Wealth Concepts LLC | $926.375 | 36.848 | 0,82% | Aktien |
| Sterling Financial Group, Inc. | $845.728 | 33.863 | 0,74% | Aktien |
| WELLS FARGO & COMPANY/MN | $844.453 | 33.590 | 0,74% | Aktien |
| VestGen Advisors, LLC | $720.692 | 28.667 | 0,63% | Aktien |
| Marietta Wealth Management, LLC | $719.004 | 28.600 | 0,63% | Aktien |
| Wedmont Private Capital | $701.059 | 27.948 | 0,62% | Aktien |
| SAX WEALTH ADVISORS, LLC | $644.658 | 25.938 | 0,57% | Aktien |
| Sequoia Financial Advisors, LLC | $627.118 | 24.945 | 0,55% | Aktien |
| HUNTINGTON NATIONAL BANK | $626.891 | 24.936 | 0,55% | Aktien |
| COMMONWEALTH EQUITY SERVICES, LLC | $626.110 | 24.905 | 0,55% | Aktien |
| IFG Advisory, LLC | $625.094 | 24.865 | 0,55% | Aktien |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $620.707 | 24.690 | 0,55% | Aktien |
| Asset Dedication, LLC | $521.408 | 20.740 | 0,46% | Aktien |
| J.W. COLE ADVISORS, INC. | $508.787 | 20.238 | 0,45% | Aktien |
| JANE STREET GROUP, LLC | $485.202 | 19.300 | 0,43% | Aktien |
| Atlantic Union Bankshares Corp | $438.894 | 17.458 | 0,39% | Aktien |
| CAPTRUST FINANCIAL ADVISORS | $435.173 | 17.310 | 0,38% | Aktien |
| ROYAL BANK OF CANADA | $425.000 | 16.894 | 0,37% | Aktien |
| Cetera Investment Advisers | $413.296 | 16.440 | 0,36% | Aktien |
| Invariant Investment Management | $410.518 | 16.316 | 0,36% | Aktien |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $320.044 | 12.730 | 0,28% | Aktien |
| Bill Few Associates, Inc. | $305.627 | 12.157 | 0,27% | Aktien |
| Addison Advisors LLC | $303.817 | 12.085 | 0,27% | Aktien |
| HARBOUR INVESTMENTS, INC. | $302.585 | 12.036 | 0,27% | Aktien |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $285.716 | 11.365 | 0,25% | Aktien |
| Crews Bank & Trust | $277.546 | 11.040 | 0,24% | Aktien |
| Beacon Pointe Advisors, LLC | $252.079 | 10.027 | 0,22% | Aktien |
| Baird Financial Group, Inc. | $230.660 | 9.175 | 0,20% | Aktien |
| INDEPENDENT FINANCIAL GROUP, LLC | $226.260 | 9.000 | 0,20% | Aktien |
| Opulen Financial Group LLC | $226.054 | 8.992 | 0,20% | Aktien |
| COOKSON PEIRCE & CO INC | $219.221 | 8.720 | 0,19% | Aktien |
| ORG Partners LLC | $141.871 | 5.650 | 0,12% | Aktien |
| Larson Financial Group LLC | $127.862 | 5.086 | 0,11% | Aktien |
| Aptus Capital Advisors, LLC | $113.809 | 4.527 | 0,10% | Aktien |
| ATLAS CAPITAL ADVISORS INC. | $100.560 | 4.000 | 0,09% | Aktien |
| PNC Financial Services Group, Inc. | $73.324 | 2.917 | 0,06% | Aktien |
| FIFTH THIRD BANCORP | $72.529 | 2.885 | 0,06% | Aktien |
| COMERICA BANK | $72.442 | 2.885 | 0,06% | Aktien |
| First Command Advisory Services, Inc. | $54.051 | 2.150 | 0,05% | Aktien |
| MERCER GLOBAL ADVISORS INC /ADV | $51.361 | 2.043 | 0,05% | Aktien |
| Plante Moran Financial Advisors, LLC | $50.506 | 2.009 | 0,04% | Aktien |
| NorthAvenue LLC | $36.479 | 1.451 | 0,03% | Aktien |
| PRIVATE TRUST CO NA | $36.453 | 1.450 | 0,03% | Aktien |
| GILL CAPITAL PARTNERS, LLC | $23.363 | 940 | 0,02% | Aktien |
| FMR LLC | $65 | 3 | 0,00% | Aktien |
| Capital Analysts, LLC | $46 | 1.815 | 0,00% | Aktien |