BSMY Invesco BulletShares 2034 Municipal Bond ETF
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Institutional owners (13F) 58 filers · $73.5M 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 |
|---|---|---|---|---|
| 13 (+8 vs prior Q) | 2 (-3 vs prior Q) | 30 (+6 vs prior Q) | 7 (-3 vs prior Q) | +562K |
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 |
|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $7,480,807 | 303,465 | 10.18% | Shares |
| LPL Financial LLC | $6,881,257 | 279,144 | 9.36% | Shares |
| RAYMOND JAMES FINANCIAL INC | $6,143,280 | 249,207 | 8.36% | Shares |
| BCS Wealth Management | $5,792,635 | 234,983 | 7.88% | Shares |
| Lido Advisors, LLC | $3,456,823 | 140,228 | 4.70% | Shares |
| Hills Bank & Trust Co | $3,304,778 | 134,061 | 4.50% | Shares |
| NESTEGG ADVISORS, INC. | $3,057,855 | 124,044 | 4.16% | Shares |
| Envision Financial Planning, LLC | $3,020,327 | 122,522 | 4.11% | Shares |
| HighTower Advisors, LLC | $2,991,418 | 121,349 | 4.07% | Shares |
| BANK OF AMERICA CORP /DE/ | $2,572,628 | 104,362 | 3.50% | Shares |
| D.A. DAVIDSON & CO. | $2,522,444 | 102,325 | 3.43% | Shares |
| Invesco Ltd. | $2,371,898 | 96,218 | 3.23% | Shares |
| Kestra Advisory Services, LLC | $2,014,505 | 81,720 | 2.74% | Shares |
| MORGAN STANLEY | $1,376,036 | 55,820 | 1.87% | Shares |
| MONECO ADVISORS, LLC | $1,270,109 | 51,523 | 1.73% | Shares |
| STIFEL FINANCIAL CORP | $1,254,404 | 50,886 | 1.71% | Shares |
| OSAIC HOLDINGS, INC. | $1,206,220 | 48,934 | 1.64% | Shares |
| Clark Asset Management, LLC | $1,146,747 | 46,519 | 1.56% | Shares |
| Elequin Capital, LP | $1,036,415 | 42,043 | 1.41% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $970,815 | 39,382 | 1.32% | Shares |
| Key Financial Inc | $878,079 | 35,620 | 1.19% | Shares |
| Jacobi Capital Management LLC | $861,563 | 34,950 | 1.17% | Shares |
| PRECEDENT WEALTH PARTNERS, LLC | $842,434 | 34,174 | 1.15% | Shares |
| Sterling Financial Group, Inc. | $755,738 | 31,062 | 1.03% | Shares |
| UBS Group AG | $717,640 | 29,112 | 0.98% | Shares |
| Equitable Holdings, Inc. | $664,130 | 26,941 | 0.90% | Shares |
| Wedmont Private Capital | $598,540 | 24,360 | 0.81% | Shares |
| Sequoia Financial Advisors, LLC | $596,858 | 24,212 | 0.81% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $555,813 | 22,547 | 0.76% | Shares |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $430,281 | 17,512 | 0.59% | Shares |
| DWM Financial Group, Inc. | $425,107 | 17,294 | 0.58% | Shares |
| Tassel Capital Management, Inc. | $411,601 | 16,697 | 0.56% | Shares |
| SAX WEALTH ADVISORS, LLC | $403,480 | 16,633 | 0.55% | Shares |
| YARGER WEALTH STRATEGIES, LLC | $393,334 | 16,008 | 0.54% | Shares |
| Atlantic Union Bankshares Corp | $382,933 | 15,534 | 0.52% | Shares |
| MML INVESTORS SERVICES, LLC | $374,263 | 15,182 | 0.51% | Shares |
| ROYAL BANK OF CANADA | $364,000 | 14,783 | 0.50% | Shares |
| J.W. COLE ADVISORS, INC. | $351,605 | 14,263 | 0.48% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $346,620 | 14,061 | 0.47% | Shares |
| Addison Advisors LLC | $344,009 | 13,955 | 0.47% | Shares |
| NewEdge Advisors, LLC | $322,932 | 13,100 | 0.44% | Shares |
| JANE STREET GROUP, LLC | $317,459 | 12,878 | 0.43% | Shares |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $317,016 | 12,860 | 0.43% | Shares |
| IFG Advisory, LLC | $311,805 | 12,649 | 0.42% | Shares |
| Bill Few Associates, Inc. | $232,215 | 9,420 | 0.32% | Shares |
| COOKSON PEIRCE & CO INC | $226,028 | 9,169 | 0.31% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $218,480 | 8,863 | 0.30% | Shares |
| Asset Dedication, LLC | $214,171 | 8,688 | 0.29% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $157,574 | 6,400 | 0.21% | Shares |
| ORG Partners LLC | $142,570 | 5,800 | 0.19% | Shares |
| Larson Financial Group LLC | $114,924 | 4,662 | 0.16% | Shares |
| IFP Advisors, Inc | $97,373 | 3,950 | 0.13% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $95,055 | 3,856 | 0.13% | Shares |
| Integrated Wealth Concepts LLC | $49,771 | 2,019 | 0.07% | Shares |
| First Command Advisory Services, Inc. | $43,805 | 1,777 | 0.06% | Shares |
| FIFTH THIRD BANCORP | $40,773 | 1,654 | 0.06% | Shares |
| COMERICA BANK | $22,049 | 897 | 0.03% | Shares |
| Cassaday & Co Wealth Management LLC | $14,693 | 596 | 0.02% | Shares |