BSSX Invesco BulletShares 2033 Municipal Bond ETF
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Détenteurs institutionnels (13F) 71 déclarants · $73.6M 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 |
|---|---|---|---|---|
| 14 (+6 vs T. préc.) | 8 (+1 vs T. préc.) | 31 (+3 vs T. préc.) | 12 (-2 vs T. préc.) | +224K |
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 |
|---|---|---|---|---|
| LPL Financial LLC | $7 516 190 | 291 269 | 10,22% | Actions |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $5 687 396 | 220 399 | 7,73% | Actions |
| BANK OF AMERICA CORP /DE/ | $4 201 183 | 162 805 | 5,71% | Actions |
| PRECEDENT WEALTH PARTNERS, LLC | $4 025 838 | 156 010 | 5,47% | Actions |
| Sterling Financial Group, Inc. | $3 937 276 | 154 131 | 5,35% | Actions |
| Kestra Advisory Services, LLC | $3 922 444 | 152 003 | 5,33% | Actions |
| HighTower Advisors, LLC | $3 462 502 | 134 180 | 4,71% | Actions |
| Hills Bank & Trust Co | $3 457 818 | 133 998 | 4,70% | Actions |
| Envision Financial Planning, LLC | $2 797 038 | 108 391 | 3,80% | Actions |
| Sequoia Financial Advisors, LLC | $2 626 666 | 101 789 | 3,57% | Actions |
| Legacy Private Trust Co. | $2 478 596 | 96 051 | 3,37% | Actions |
| Invesco Ltd. | $2 347 454 | 90 969 | 3,19% | Actions |
| RAYMOND JAMES FINANCIAL INC | $2 249 336 | 87 167 | 3,06% | Actions |
| Clark Asset Management, LLC | $1 322 201 | 51 238 | 1,80% | Actions |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1 312 881 | 50 877 | 1,78% | Actions |
| OSAIC HOLDINGS, INC. | $1 228 010 | 47 579 | 1,67% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $1 213 122 | 47 011 | 1,65% | Actions |
| Key Financial Inc | $1 182 101 | 45 809 | 1,61% | Actions |
| STIFEL FINANCIAL CORP | $1 154 028 | 44 721 | 1,57% | Actions |
| AMERIPRISE FINANCIAL INC | $1 003 042 | 38 870 | 1,36% | Actions |
| JANE STREET GROUP, LLC | $999 660 | 38 739 | 1,36% | Actions |
| Jacobi Capital Management LLC | $985 065 | 38 173 | 1,34% | Actions |
| UBS Group AG | $934 141 | 36 200 | 1,27% | Actions |
| VestGen Advisors, LLC | $700 735 | 27 155 | 0,95% | Actions |
| SAX WEALTH ADVISORS, LLC | $641 817 | 25 250 | 0,87% | Actions |
| IMA Advisory Services, Inc. | $636 661 | 24 672 | 0,87% | Actions |
| Wedmont Private Capital | $590 678 | 22 950 | 0,80% | Actions |
| JONES FINANCIAL COMPANIES LLLP | $584 617 | 22 693 | 0,79% | Actions |
| COMMONWEALTH EQUITY SERVICES, LLC | $563 610 | 21 841 | 0,77% | Actions |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $533 957 | 20 701 | 0,73% | Actions |
| ROYAL BANK OF CANADA | $508 000 | 19 697 | 0,69% | Actions |
| D.A. DAVIDSON & CO. | $446 685 | 17 310 | 0,61% | Actions |
| Cetera Investment Advisers | $430 536 | 16 684 | 0,59% | Actions |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $430 276 | 16 690 | 0,58% | Actions |
| Atlantic Union Bankshares Corp | $410 403 | 15 904 | 0,56% | Actions |
| MONECO ADVISORS, LLC | $406 126 | 15 738 | 0,55% | Actions |
| Tassel Capital Management, Inc. | $396 675 | 15 372 | 0,54% | Actions |
| VIRTUE ASSET MANAGEMENT LLC | $381 501 | 14 784 | 0,52% | Actions |
| CAPTRUST FINANCIAL ADVISORS | $377 813 | 14 641 | 0,51% | Actions |
| MML INVESTORS SERVICES, LLC | $340 930 | 13 212 | 0,46% | Actions |
| NewEdge Advisors, LLC | $335 465 | 13 000 | 0,46% | Actions |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $320 717 | 12 428 | 0,44% | Actions |
| Equitable Holdings, Inc. | $318 536 | 12 344 | 0,43% | Actions |
| Asset Dedication, LLC | $316 989 | 12 284 | 0,43% | Actions |
| Bill Few Associates, Inc. | $307 570 | 11 919 | 0,42% | Actions |
| Addison Advisors LLC | $298 435 | 11 565 | 0,41% | Actions |
| Crews Bank & Trust | $278 049 | 10 775 | 0,38% | Actions |
| Opulen Financial Group LLC | $251 248 | 9 736 | 0,34% | Actions |
| Intentional Wealth Strategies, LLC | $238 387 | 9 238 | 0,32% | Actions |
| Integrated Wealth Concepts LLC | $237 534 | 9 205 | 0,32% | Actions |
| COOKSON PEIRCE & CO INC | $217 717 | 8 437 | 0,30% | Actions |
| DWM Financial Group, Inc. | $213 769 | 8 268 | 0,29% | Actions |
| IFG Advisory, LLC | $212 195 | 8 223 | 0,29% | Actions |
| IFP Advisors, Inc | $206 440 | 8 000 | 0,28% | Actions |
| Lido Advisors, LLC | $201 279 | 7 800 | 0,27% | Actions |
| ARMSTRONG ADVISORY GROUP, INC | $198 699 | 7 700 | 0,27% | Actions |
| WELLS FARGO & COMPANY/MN | $159 707 | 6 189 | 0,22% | Actions |
| ORG Partners LLC | $142 202 | 5 500 | 0,19% | Actions |
| Larson Financial Group LLC | $127 012 | 4 922 | 0,17% | Actions |
| ATLAS CAPITAL ADVISORS INC. | $103 220 | 4 000 | 0,14% | Actions |
| MERCER GLOBAL ADVISORS INC /ADV | $99 091 | 3 840 | 0,13% | Actions |
| COMERICA BANK | $72 911 | 2 820 | 0,10% | Actions |
| FIFTH THIRD BANCORP | $72 770 | 2 820 | 0,10% | Actions |
| First Command Advisory Services, Inc. | $53 804 | 2 085 | 0,07% | Actions |
| HUNTINGTON NATIONAL BANK | $51 610 | 2 000 | 0,07% | Actions |
| Plante Moran Financial Advisors, LLC | $50 346 | 1 951 | 0,07% | Actions |
| NorthAvenue LLC | $38 244 | 1 482 | 0,05% | Actions |
| Steward Partners Investment Advisory, LLC | $10 322 | 400 | 0,01% | Actions |
| Geneos Wealth Management Inc. | $6 194 | 240 | 0,01% | Actions |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $5 884 | 228 | 0,01% | Actions |
| MORGAN STANLEY | $32 | 1 | 0,00% | Actions |