BSSX Invesco BulletShares 2033 Municipal Bond ETF
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Propietarios institucionales (13F) 71 declarantes · $73.6M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 14 (+6 vs trimestre anterior) | 8 (+1 vs trimestre anterior) | 31 (+3 vs trimestre anterior) | 12 (-2 vs trimestre anterior) | +224K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| LPL Financial LLC | $7 516 190 | 291 269 | 10,22% | Acciones |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $5 687 396 | 220 399 | 7,73% | Acciones |
| BANK OF AMERICA CORP /DE/ | $4 201 183 | 162 805 | 5,71% | Acciones |
| PRECEDENT WEALTH PARTNERS, LLC | $4 025 838 | 156 010 | 5,47% | Acciones |
| Sterling Financial Group, Inc. | $3 937 276 | 154 131 | 5,35% | Acciones |
| Kestra Advisory Services, LLC | $3 922 444 | 152 003 | 5,33% | Acciones |
| HighTower Advisors, LLC | $3 462 502 | 134 180 | 4,71% | Acciones |
| Hills Bank & Trust Co | $3 457 818 | 133 998 | 4,70% | Acciones |
| Envision Financial Planning, LLC | $2 797 038 | 108 391 | 3,80% | Acciones |
| Sequoia Financial Advisors, LLC | $2 626 666 | 101 789 | 3,57% | Acciones |
| Legacy Private Trust Co. | $2 478 596 | 96 051 | 3,37% | Acciones |
| Invesco Ltd. | $2 347 454 | 90 969 | 3,19% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $2 249 336 | 87 167 | 3,06% | Acciones |
| Clark Asset Management, LLC | $1 322 201 | 51 238 | 1,80% | Acciones |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1 312 881 | 50 877 | 1,78% | Acciones |
| OSAIC HOLDINGS, INC. | $1 228 010 | 47 579 | 1,67% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $1 213 122 | 47 011 | 1,65% | Acciones |
| Key Financial Inc | $1 182 101 | 45 809 | 1,61% | Acciones |
| STIFEL FINANCIAL CORP | $1 154 028 | 44 721 | 1,57% | Acciones |
| AMERIPRISE FINANCIAL INC | $1 003 042 | 38 870 | 1,36% | Acciones |
| JANE STREET GROUP, LLC | $999 660 | 38 739 | 1,36% | Acciones |
| Jacobi Capital Management LLC | $985 065 | 38 173 | 1,34% | Acciones |
| UBS Group AG | $934 141 | 36 200 | 1,27% | Acciones |
| VestGen Advisors, LLC | $700 735 | 27 155 | 0,95% | Acciones |
| SAX WEALTH ADVISORS, LLC | $641 817 | 25 250 | 0,87% | Acciones |
| IMA Advisory Services, Inc. | $636 661 | 24 672 | 0,87% | Acciones |
| Wedmont Private Capital | $590 678 | 22 950 | 0,80% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $584 617 | 22 693 | 0,79% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $563 610 | 21 841 | 0,77% | Acciones |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $533 957 | 20 701 | 0,73% | Acciones |
| ROYAL BANK OF CANADA | $508 000 | 19 697 | 0,69% | Acciones |
| D.A. DAVIDSON & CO. | $446 685 | 17 310 | 0,61% | Acciones |
| Cetera Investment Advisers | $430 536 | 16 684 | 0,59% | Acciones |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $430 276 | 16 690 | 0,58% | Acciones |
| Atlantic Union Bankshares Corp | $410 403 | 15 904 | 0,56% | Acciones |
| MONECO ADVISORS, LLC | $406 126 | 15 738 | 0,55% | Acciones |
| Tassel Capital Management, Inc. | $396 675 | 15 372 | 0,54% | Acciones |
| VIRTUE ASSET MANAGEMENT LLC | $381 501 | 14 784 | 0,52% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $377 813 | 14 641 | 0,51% | Acciones |
| MML INVESTORS SERVICES, LLC | $340 930 | 13 212 | 0,46% | Acciones |
| NewEdge Advisors, LLC | $335 465 | 13 000 | 0,46% | Acciones |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $320 717 | 12 428 | 0,44% | Acciones |
| Equitable Holdings, Inc. | $318 536 | 12 344 | 0,43% | Acciones |
| Asset Dedication, LLC | $316 989 | 12 284 | 0,43% | Acciones |
| Bill Few Associates, Inc. | $307 570 | 11 919 | 0,42% | Acciones |
| Addison Advisors LLC | $298 435 | 11 565 | 0,41% | Acciones |
| Crews Bank & Trust | $278 049 | 10 775 | 0,38% | Acciones |
| Opulen Financial Group LLC | $251 248 | 9 736 | 0,34% | Acciones |
| Intentional Wealth Strategies, LLC | $238 387 | 9 238 | 0,32% | Acciones |
| Integrated Wealth Concepts LLC | $237 534 | 9 205 | 0,32% | Acciones |
| COOKSON PEIRCE & CO INC | $217 717 | 8 437 | 0,30% | Acciones |
| DWM Financial Group, Inc. | $213 769 | 8 268 | 0,29% | Acciones |
| IFG Advisory, LLC | $212 195 | 8 223 | 0,29% | Acciones |
| IFP Advisors, Inc | $206 440 | 8 000 | 0,28% | Acciones |
| Lido Advisors, LLC | $201 279 | 7 800 | 0,27% | Acciones |
| ARMSTRONG ADVISORY GROUP, INC | $198 699 | 7 700 | 0,27% | Acciones |
| WELLS FARGO & COMPANY/MN | $159 707 | 6 189 | 0,22% | Acciones |
| ORG Partners LLC | $142 202 | 5 500 | 0,19% | Acciones |
| Larson Financial Group LLC | $127 012 | 4 922 | 0,17% | Acciones |
| ATLAS CAPITAL ADVISORS INC. | $103 220 | 4 000 | 0,14% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $99 091 | 3 840 | 0,13% | Acciones |
| COMERICA BANK | $72 911 | 2 820 | 0,10% | Acciones |
| FIFTH THIRD BANCORP | $72 770 | 2 820 | 0,10% | Acciones |
| First Command Advisory Services, Inc. | $53 804 | 2 085 | 0,07% | Acciones |
| HUNTINGTON NATIONAL BANK | $51 610 | 2 000 | 0,07% | Acciones |
| Plante Moran Financial Advisors, LLC | $50 346 | 1 951 | 0,07% | Acciones |
| NorthAvenue LLC | $38 244 | 1 482 | 0,05% | Acciones |
| Steward Partners Investment Advisory, LLC | $10 322 | 400 | 0,01% | Acciones |
| Geneos Wealth Management Inc. | $6 194 | 240 | 0,01% | Acciones |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $5 884 | 228 | 0,01% | Acciones |
| MORGAN STANLEY | $32 | 1 | 0,00% | Acciones |