BSMW Invesco BulletShares 2032 Municipal Bond ETF
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Institutional owners (13F) 74 filers · $113.6M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 14 (+6 vs prior Q) | 6 (-2 vs prior Q) | 36 (+4 vs prior Q) | 10 (-2 vs prior Q) | +1.3M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| MORGAN STANLEY | $12,994,539 | 516,887 | 11.43% | Shares |
| LPL Financial LLC | $11,538,522 | 458,971 | 10.15% | Shares |
| Stratos Wealth Advisors, LLC | $7,078,143 | 281,549 | 6.23% | Shares |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $4,958,940 | 197,253 | 4.36% | Shares |
| BANK OF AMERICA CORP /DE/ | $4,582,092 | 182,263 | 4.03% | Shares |
| Lido Advisors, LLC | $4,515,864 | 179,628 | 3.97% | Shares |
| PRECEDENT WEALTH PARTNERS, LLC | $4,353,268 | 173,161 | 3.83% | Shares |
| Invesco Ltd. | $4,345,880 | 172,867 | 3.82% | Shares |
| UBS Group AG | $3,855,219 | 153,350 | 3.39% | Shares |
| Hills Bank & Trust Co | $3,610,205 | 143,604 | 3.18% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $3,159,611 | 125,681 | 2.78% | Shares |
| MONECO ADVISORS, LLC | $3,020,656 | 120,153 | 2.66% | Shares |
| Envision Financial Planning, LLC | $3,018,120 | 120,053 | 2.66% | Shares |
| RAYMOND JAMES FINANCIAL INC | $2,833,187 | 112,696 | 2.49% | Shares |
| Kestra Advisory Services, LLC | $2,743,423 | 109,126 | 2.41% | Shares |
| Legacy Private Trust Co. | $2,484,535 | 98,828 | 2.19% | Shares |
| HighTower Advisors, LLC | $2,434,770 | 96,848 | 2.14% | Shares |
| Clark Asset Management, LLC | $2,231,917 | 88,780 | 1.96% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2,017,667 | 80,257 | 1.78% | Shares |
| AMERIPRISE FINANCIAL INC | $1,848,330 | 73,521 | 1.63% | Shares |
| OSAIC HOLDINGS, INC. | $1,593,526 | 63,386 | 1.40% | Shares |
| Key Financial Inc | $1,374,781 | 54,685 | 1.21% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $1,268,733 | 50,527 | 1.12% | Shares |
| STIFEL FINANCIAL CORP | $1,228,416 | 48,863 | 1.08% | Shares |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1,223,033 | 48,765 | 1.08% | Shares |
| MML INVESTORS SERVICES, LLC | $1,221,554 | 48,590 | 1.07% | Shares |
| Equitable Holdings, Inc. | $1,053,475 | 41,904 | 0.93% | Shares |
| Jacobi Capital Management LLC | $985,129 | 39,186 | 0.87% | Shares |
| Integrated Wealth Concepts LLC | $926,375 | 36,848 | 0.82% | Shares |
| Sterling Financial Group, Inc. | $845,728 | 33,863 | 0.74% | Shares |
| WELLS FARGO & COMPANY/MN | $844,453 | 33,590 | 0.74% | Shares |
| VestGen Advisors, LLC | $720,692 | 28,667 | 0.63% | Shares |
| Marietta Wealth Management, LLC | $719,004 | 28,600 | 0.63% | Shares |
| Wedmont Private Capital | $701,059 | 27,948 | 0.62% | Shares |
| SAX WEALTH ADVISORS, LLC | $644,658 | 25,938 | 0.57% | Shares |
| Sequoia Financial Advisors, LLC | $627,118 | 24,945 | 0.55% | Shares |
| HUNTINGTON NATIONAL BANK | $626,891 | 24,936 | 0.55% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $626,110 | 24,905 | 0.55% | Shares |
| IFG Advisory, LLC | $625,094 | 24,865 | 0.55% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $620,707 | 24,690 | 0.55% | Shares |
| Asset Dedication, LLC | $521,408 | 20,740 | 0.46% | Shares |
| J.W. COLE ADVISORS, INC. | $508,787 | 20,238 | 0.45% | Shares |
| JANE STREET GROUP, LLC | $485,202 | 19,300 | 0.43% | Shares |
| Atlantic Union Bankshares Corp | $438,894 | 17,458 | 0.39% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $435,173 | 17,310 | 0.38% | Shares |
| ROYAL BANK OF CANADA | $425,000 | 16,894 | 0.37% | Shares |
| Cetera Investment Advisers | $413,296 | 16,440 | 0.36% | Shares |
| Invariant Investment Management | $410,518 | 16,316 | 0.36% | Shares |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $320,044 | 12,730 | 0.28% | Shares |
| Bill Few Associates, Inc. | $305,627 | 12,157 | 0.27% | Shares |
| Addison Advisors LLC | $303,817 | 12,085 | 0.27% | Shares |
| HARBOUR INVESTMENTS, INC. | $302,585 | 12,036 | 0.27% | Shares |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $285,716 | 11,365 | 0.25% | Shares |
| Crews Bank & Trust | $277,546 | 11,040 | 0.24% | Shares |
| Beacon Pointe Advisors, LLC | $249,210 | 10,027 | 0.22% | Shares |
| Baird Financial Group, Inc. | $230,660 | 9,175 | 0.20% | Shares |
| INDEPENDENT FINANCIAL GROUP, LLC | $226,260 | 9,000 | 0.20% | Shares |
| Opulen Financial Group LLC | $226,054 | 8,992 | 0.20% | Shares |
| COOKSON PEIRCE & CO INC | $219,221 | 8,720 | 0.19% | Shares |
| ORG Partners LLC | $141,871 | 5,650 | 0.12% | Shares |
| Larson Financial Group LLC | $127,862 | 5,086 | 0.11% | Shares |
| Aptus Capital Advisors, LLC | $113,809 | 4,527 | 0.10% | Shares |
| ATLAS CAPITAL ADVISORS INC. | $100,560 | 4,000 | 0.09% | Shares |
| PNC Financial Services Group, Inc. | $73,324 | 2,917 | 0.06% | Shares |
| FIFTH THIRD BANCORP | $72,529 | 2,885 | 0.06% | Shares |
| COMERICA BANK | $72,442 | 2,885 | 0.06% | Shares |
| First Command Advisory Services, Inc. | $54,051 | 2,150 | 0.05% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $51,361 | 2,043 | 0.05% | Shares |
| Plante Moran Financial Advisors, LLC | $50,506 | 2,009 | 0.04% | Shares |
| NorthAvenue LLC | $36,479 | 1,451 | 0.03% | Shares |
| PRIVATE TRUST CO NA | $36,453 | 1,450 | 0.03% | Shares |
| GILL CAPITAL PARTNERS, LLC | $23,363 | 940 | 0.02% | Shares |
| FMR LLC | $65 | 3 | 0.00% | Shares |
| Capital Analysts, LLC | $46 | 1,815 | 0.00% | Shares |