BSMV Invesco BulletShares 2031 Municipal Bond ETF
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Détenteurs institutionnels (13F) 90 déclarants · $115.2M total · Au 30 juin 2026
Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.
Activité institutionnelle — Q2 2026 vs trimestre précédent
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 18 (+6 vs T. préc.) | 7 (0 vs T. préc.) | 39 (-2 vs T. préc.) | 16 (+3 vs T. préc.) | +335K |
Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.
| Institution | Valeur | Actions | % de 13F suivies | Type |
|---|---|---|---|---|
| Hills Bank & Trust Co | $7 561 378 | 360 323 | 6,56% | Actions |
| HighTower Advisors, LLC | $7 025 092 | 334 767 | 6,10% | Actions |
| LPL Financial LLC | $6 053 289 | 288 458 | 5,25% | Actions |
| MORGAN STANLEY | $5 811 334 | 276 928 | 5,04% | Actions |
| PRECEDENT WEALTH PARTNERS, LLC | $4 533 390 | 216 030 | 3,93% | Actions |
| Invesco Ltd. | $4 299 113 | 204 866 | 3,73% | Actions |
| BANK OF AMERICA CORP /DE/ | $4 216 747 | 200 941 | 3,66% | Actions |
| Lido Advisors, LLC | $4 106 765 | 195 700 | 3,56% | Actions |
| UBS Group AG | $4 045 278 | 192 770 | 3,51% | Actions |
| CENTRAL VALLEY ADVISORS, LLC | $3 803 851 | 181 265 | 3,30% | Actions |
| Avior Wealth Management, LLC | $3 205 103 | 152 733 | 2,78% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $3 099 144 | 147 684 | 2,69% | Actions |
| MONECO ADVISORS, LLC | $2 924 513 | 139 362 | 2,54% | Actions |
| RAYMOND JAMES FINANCIAL INC | $2 782 785 | 132 608 | 2,41% | Actions |
| Legacy Private Trust Co. | $2 552 594 | 121 639 | 2,22% | Actions |
| Envision Financial Planning, LLC | $2 472 056 | 117 801 | 2,15% | Actions |
| CARY STREET PARTNERS FINANCIAL LLC | $2 303 209 | 109 755 | 2,00% | Actions |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2 274 426 | 108 383 | 1,97% | Actions |
| Clark Asset Management, LLC | $2 231 473 | 106 337 | 1,94% | Actions |
| Parkway Wealth Management Group, LLC | $2 208 047 | 105 220 | 1,92% | Actions |
| Kestra Advisory Services, LLC | $2 017 678 | 96 149 | 1,75% | Actions |
| OSAIC HOLDINGS, INC. | $1 971 047 | 93 904 | 1,71% | Actions |
| STIFEL FINANCIAL CORP | $1 526 831 | 72 758 | 1,33% | Actions |
| Key Financial Inc | $1 509 745 | 71 944 | 1,31% | Actions |
| Integrated Wealth Concepts LLC | $1 501 332 | 71 542 | 1,30% | Actions |
| Coastline Complete Wealth LLC | $1 499 660 | 71 823 | 1,30% | Actions |
| JANE STREET GROUP, LLC | $1 377 644 | 65 649 | 1,20% | Actions |
| HUNTINGTON NATIONAL BANK | $1 309 569 | 62 405 | 1,14% | Actions |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1 269 048 | 60 488 | 1,10% | Actions |
| MML INVESTORS SERVICES, LLC | $1 203 118 | 57 332 | 1,04% | Actions |
| Farmers National Bank | $1 172 873 | 55 891 | 1,02% | Actions |
| VestGen Advisors, LLC | $1 061 804 | 50 598 | 0,92% | Actions |
| WELLS FARGO & COMPANY/MN | $1 027 006 | 48 940 | 0,89% | Actions |
| Jacobi Capital Management LLC | $982 725 | 46 830 | 0,85% | Actions |
| Equitable Holdings, Inc. | $978 247 | 46 617 | 0,85% | Actions |
| Elequin Capital, LP | $948 333 | 45 191 | 0,82% | Actions |
| COMMONWEALTH EQUITY SERVICES, LLC | $912 840 | 43 500 | 0,79% | Actions |
| MISSION WEALTH MANAGEMENT, LP | $768 388 | 36 616 | 0,67% | Actions |
| Sterling Financial Group, Inc. | $762 033 | 36 270 | 0,66% | Actions |
| Marietta Wealth Management, LLC | $713 742 | 34 012 | 0,62% | Actions |
| Wedmont Private Capital | $706 975 | 33 770 | 0,61% | Actions |
| IFG Advisory, LLC | $692 596 | 33 004 | 0,60% | Actions |
| SAX WEALTH ADVISORS, LLC | $667 501 | 31 968 | 0,58% | Actions |
| CAPTRUST FINANCIAL ADVISORS | $662 262 | 31 559 | 0,57% | Actions |
| JONES FINANCIAL COMPANIES LLLP | $636 298 | 30 336 | 0,55% | Actions |
| Garrett Wealth Advisory Group, LLC | $614 483 | 29 282 | 0,53% | Actions |
| Sequoia Financial Advisors, LLC | $608 041 | 28 975 | 0,53% | Actions |
| Asset Dedication, LLC | $605 805 | 28 868 | 0,53% | Actions |
| BENJAMIN EDWARDS INC | $582 936 | 27 781 | 0,51% | Actions |
| ROYAL BANK OF CANADA | $471 000 | 22 431 | 0,41% | Actions |
| Cetera Investment Advisers | $430 144 | 20 498 | 0,37% | Actions |
| Atlantic Union Bankshares Corp | $422 470 | 20 132 | 0,37% | Actions |
| Gradient Capital Advisors, LLC | $413 488 | 19 704 | 0,36% | Actions |
| Venture Visionary Partners LLC | $382 092 | 18 207 | 0,33% | Actions |
| HUB Investment Partners, LLC | $343 433 | 16 366 | 0,30% | Actions |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $318 671 | 15 186 | 0,28% | Actions |
| Heritage Trust Co | $292 803 | 13 953 | 0,25% | Actions |
| Crews Bank & Trust | $278 366 | 13 265 | 0,24% | Actions |
| NewEdge Advisors, LLC | $269 657 | 12 850 | 0,23% | Actions |
| Horizons Wealth Management | $263 196 | 12 605 | 0,23% | Actions |
| Global Financial Private Client, LLC | $256 185 | 12 208 | 0,22% | Actions |
| Beacon Pointe Advisors, LLC | $255 909 | 12 256 | 0,22% | Actions |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $251 001 | 11 961 | 0,22% | Actions |
| Intentional Wealth Strategies, LLC | $247 812 | 11 809 | 0,22% | Actions |
| OneAscent Financial Services LLC | $243 594 | 11 608 | 0,21% | Actions |
| Vestmark Advisory Solutions, Inc. | $239 019 | 11 390 | 0,21% | Actions |
| World Investment Advisors | $237 827 | 11 390 | 0,21% | Actions |
| COOKSON PEIRCE & CO INC | $217 258 | 10 353 | 0,19% | Actions |
| CGN Advisors LLC | $200 868 | 9 572 | 0,17% | Actions |
| HARBOUR INVESTMENTS, INC. | $199 714 | 9 517 | 0,17% | Actions |
| Addison Advisors LLC | $190 208 | 9 064 | 0,17% | Actions |
| ATLAS CAPITAL ADVISORS INC. | $146 895 | 7 000 | 0,13% | Actions |
| ORG Partners LLC | $141 604 | 6 700 | 0,12% | Actions |
| Larson Financial Group LLC | $127 064 | 6 055 | 0,11% | Actions |
| Aptus Capital Advisors, LLC | $112 962 | 5 383 | 0,10% | Actions |
| Colonial Trust Advisors | $83 940 | 4 000 | 0,07% | Actions |
| NorthAvenue LLC | $71 329 | 3 399 | 0,06% | Actions |
| Plante Moran Financial Advisors, LLC | $50 490 | 2 406 | 0,04% | Actions |
| MERCER GLOBAL ADVISORS INC /ADV | $49 357 | 2 352 | 0,04% | Actions |
| Farther Finance Advisors, LLC | $46 964 | 2 238 | 0,04% | Actions |
| First Command Advisory Services, Inc. | $42 621 | 2 031 | 0,04% | Actions |
| PRIVATE TRUST CO NA | $36 304 | 1 730 | 0,03% | Actions |
| IMA Advisory Services, Inc. | $31 478 | 1 500 | 0,03% | Actions |
| PNC Financial Services Group, Inc. | $28 751 | 1 370 | 0,02% | Actions |
| HARBOR INVESTMENT ADVISORY, LLC | $11 961 | 570 | 0,01% | Actions |
| IFP Advisors, Inc | $9 989 | 476 | 0,01% | Actions |
| Trust Co | $9 250 | 443 | 0,01% | Actions |
| FMR LLC | $4 449 | 212 | 0,00% | Actions |
| Cambridge Investment Research Advisors, Inc. | $367 | 17 474 | 0,00% | Actions |
| Capital Analysts, LLC | $187 | 8 892 | 0,00% | Actions |