Invesco BulletShares 2034 Municipal Bond ETF(BSMY)

$23.36—Stale · unknown old

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Invesco BulletShares 2034 Municipal Bond ETF(BSMY)

NASDAQ • Last print unknown ago

$23.36—Stale · unknown old

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BSMY(BSMY)

BSMY

Institutional Ownership

Top 60 Institutional Holders

Holder	Shares	Date	Change	% Held
CONFLUENCE INVESTMENT MANAGEMENT LLC	303.46K	Jun 30, 26	-24.24K	5.23%
RAYMOND JAMES FINANCIAL INC	280.42K	Jun 30, 26	-4.64K	4.83%
LPL Financial LLC	279.14K	Jun 30, 26	+29.97K	4.81%
BCS Wealth Management	234.98K	Jun 30, 26	+3.52K	4.05%
Atlantic Union Bankshares Corp	192.72K	Jun 30, 26	+44.37K	3.32%
Lido Advisors, LLC	140.23K	Jun 30, 26	+140.23K	2.42%
Hills Bank & Trust Co	134.06K	Jun 30, 26	+23.90K	2.31%
NESTEGG ADVISORS, INC.	124.04K	Jun 30, 26	+45.59K	2.14%
BANK OF AMERICA CORP /DE/	122.60K	Jun 30, 26	+6.59K	2.11%
Envision Financial Planning, LLC	122.52K	Jun 30, 26	+7.53K	2.11%
HighTower Advisors, LLC	121.35K	Jun 30, 26	+34.07K	2.09%
D.A. DAVIDSON & CO.	102.33K	Jun 30, 26	+6.47K	1.76%
Invesco Ltd.	96.22K	Jun 30, 26	+2.03K	1.66%
Kestra Advisory Services, LLC	81.72K	Jun 30, 26	+12.46K	1.41%
MORGAN STANLEY	55.82K	Jun 30, 26	+22.31K	0.96%
MONECO Advisors, LLC	51.52K	Jun 30, 26	+3.90K	0.89%
STIFEL FINANCIAL CORP	50.89K	Jun 30, 26	-11.66K	0.88%
ADVISOR GROUP HOLDINGS, INC.	48.93K	Jun 30, 26	+24.00K	0.84%
Clark Asset Management, LLC	46.52K	Jun 30, 26	+10.89K	0.80%
Elequin Securities, LLC	42.04K	Jun 30, 26	+42.04K	0.72%
ENVESTNET ASSET MANAGEMENT INC	39.38K	Jun 30, 26	+3.14K	0.68%
Key FInancial Inc	35.62K	Jun 30, 26	+4.03K	0.61%
Jacobi Capital Management LLC	34.95K	Jun 30, 26	+22.80K	0.60%
PRECEDENT WEALTH PARTNERS, LLC	34.17K	Jun 30, 26	+13.54K	0.59%
UBS Group AG	29.66K	Jun 30, 26	+1.98K	0.51%
Equitable Holdings, Inc.	26.94K	Jun 30, 26	+1.33K	0.46%
Wedmont Private Capital	24.36K	Jun 30, 26	+24.36K	0.42%
Sequoia Financial Advisors, LLC	24.21K	Jun 30, 26	--	0.42%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	22.55K	Jun 30, 26	--	0.39%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	17.51K	Jun 30, 26	+1.52K	0.30%
DWM Financial Group, Inc.	17.29K	Jun 30, 26	+17.29K	0.30%
Tassel Capital Management, Inc.	16.70K	Jun 30, 26	+151	0.29%
SAX WEALTH ADVISORS, LLC	16.63K	Jun 30, 26	+16.63K	0.29%
YARGER WEALTH STRATEGIES, LLC	16.01K	Jun 30, 26	+145	0.28%
MML INVESTORS SERVICES, LLC	15.18K	Jun 30, 26	+4.39K	0.26%
ROYAL BANK OF CANADA	14.78K	Jun 30, 26	+632	0.25%
J.W. COLE ADVISORS, INC.	14.26K	Jun 30, 26	+14.26K	0.25%
COMMONWEALTH EQUITY SERVICES, LLC	14.06K	Jun 30, 26	+128	0.24%
Addison Advisors LLC	13.96K	Jun 30, 26	-9.47K	0.24%
NewEdge Advisors, LLC	13.10K	Jun 30, 26	+13.10K	0.23%
JANE STREET GROUP, LLC	12.88K	Jun 30, 26	-61.61K	0.22%
KESTRA PRIVATE WEALTH SERVICES, LLC	12.86K	Jun 30, 26	+12.86K	0.22%
IFG Advisory, LLC	12.65K	Jun 30, 26	+12.65K	0.22%
Bill Few Associates, Inc.	9.42K	Jun 30, 26	--	0.16%
COOKSON PEIRCE & CO INC	9.17K	Jun 30, 26	+817	0.16%
CAPTRUST FINANCIAL ADVISORS	8.86K	Jun 30, 26	+80	0.15%
Asset Dedication, LLC	8.69K	Jun 30, 26	+1.62K	0.15%
JONES FINANCIAL COMPANIES LLLP	6.40K	Jun 30, 26	+2.30K	0.11%
Larson Financial Group LLC	4.66K	Jun 30, 26	--	0.08%
IFP Advisors, Inc	3.95K	Jun 30, 26	+450	0.07%
MERCER GLOBAL ADVISORS INC /ADV	3.86K	Jun 30, 26	+3.86K	0.07%
Integrated Wealth Concepts LLC	2.02K	Jun 30, 26	+2.02K	0.03%
First Command Advisory Services, Inc.	1.78K	Jun 30, 26	-3.60K	0.03%
FIFTH THIRD BANCORP	1.65K	Jun 30, 26	--	0.03%
Cassaday & Co Wealth Management LLC	596	Jun 30, 26	+596	0.01%
Root Financial Partners, LLC	--	Jun 30, 26	-135	--
Golden State Equity Partners	--	Jun 30, 26	-5.80K	--
ORG Partners LLC	5.80K	Dec 31, 25	--	0.10%
COMERICA BANK	897	Dec 31, 25	--	0.02%
Sterling Financial Group, Inc.	31.06K	Sep 30, 25	+31.06K	0.54%

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Holder

Date

Change

% Held

CONFLUENCE INVESTMENT MANAGEMENT LLC

303.46K

Jun 30, 26

-24.24K

5.23%

RAYMOND JAMES FINANCIAL INC

280.42K

Jun 30, 26

-4.64K

4.83%

LPL Financial LLC

279.14K

Jun 30, 26

+29.97K

4.81%

BCS Wealth Management

234.98K

Jun 30, 26

+3.52K

4.05%

Atlantic Union Bankshares Corp

192.72K

Jun 30, 26

+44.37K

3.32%

Lido Advisors, LLC

140.23K

Jun 30, 26

+140.23K

2.42%

Hills Bank & Trust Co

134.06K

Jun 30, 26

+23.90K

2.31%

NESTEGG ADVISORS, INC.

124.04K

Jun 30, 26

+45.59K

2.14%

BANK OF AMERICA CORP /DE/

122.60K

Jun 30, 26

+6.59K

2.11%

Envision Financial Planning, LLC

122.52K

Jun 30, 26

+7.53K

2.11%

HighTower Advisors, LLC

121.35K

Jun 30, 26

+34.07K

2.09%

D.A. DAVIDSON & CO.

102.33K

Jun 30, 26

+6.47K

1.76%

Invesco Ltd.

96.22K

Jun 30, 26

+2.03K

1.66%

Kestra Advisory Services, LLC

81.72K

Jun 30, 26

+12.46K

1.41%

MORGAN STANLEY

55.82K

Jun 30, 26

+22.31K

0.96%

MONECO Advisors, LLC

51.52K

Jun 30, 26

+3.90K

0.89%

STIFEL FINANCIAL CORP

50.89K

Jun 30, 26

-11.66K

0.88%

ADVISOR GROUP HOLDINGS, INC.

48.93K

Jun 30, 26

+24.00K

0.84%

Clark Asset Management, LLC

46.52K

Jun 30, 26

+10.89K

0.80%

Elequin Securities, LLC

42.04K

Jun 30, 26

+42.04K

0.72%

ENVESTNET ASSET MANAGEMENT INC

39.38K

Jun 30, 26

+3.14K

0.68%

Key FInancial Inc

35.62K

Jun 30, 26

+4.03K

0.61%

Jacobi Capital Management LLC

34.95K

Jun 30, 26

+22.80K

0.60%

PRECEDENT WEALTH PARTNERS, LLC

34.17K

Jun 30, 26

+13.54K

0.59%

UBS Group AG

29.66K

Jun 30, 26

+1.98K

0.51%

Equitable Holdings, Inc.

26.94K

Jun 30, 26

+1.33K

0.46%

Wedmont Private Capital

24.36K

Jun 30, 26

+24.36K

0.42%

Sequoia Financial Advisors, LLC

24.21K

Jun 30, 26

0.42%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

22.55K

Jun 30, 26

0.39%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

17.51K

Jun 30, 26

+1.52K

0.30%

DWM Financial Group, Inc.

17.29K

Jun 30, 26

+17.29K

0.30%

Tassel Capital Management, Inc.

16.70K

Jun 30, 26

+151

0.29%

SAX WEALTH ADVISORS, LLC

16.63K

Jun 30, 26

+16.63K

0.29%

YARGER WEALTH STRATEGIES, LLC

16.01K

Jun 30, 26

+145

0.28%

MML INVESTORS SERVICES, LLC

15.18K

Jun 30, 26

+4.39K

0.26%

ROYAL BANK OF CANADA

14.78K

Jun 30, 26

+632

0.25%

J.W. COLE ADVISORS, INC.

14.26K

Jun 30, 26

+14.26K

0.25%

COMMONWEALTH EQUITY SERVICES, LLC

14.06K

Jun 30, 26

+128

0.24%

Addison Advisors LLC

13.96K

Jun 30, 26

-9.47K

0.24%

NewEdge Advisors, LLC

13.10K

Jun 30, 26

+13.10K

0.23%

JANE STREET GROUP, LLC

12.88K

Jun 30, 26

-61.61K

0.22%

KESTRA PRIVATE WEALTH SERVICES, LLC

12.86K

Jun 30, 26

+12.86K

0.22%

IFG Advisory, LLC

12.65K

Jun 30, 26

+12.65K

0.22%

Bill Few Associates, Inc.

9.42K

Jun 30, 26

0.16%

COOKSON PEIRCE & CO INC

9.17K

Jun 30, 26

+817

0.16%

CAPTRUST FINANCIAL ADVISORS

8.86K

Jun 30, 26

+80

0.15%

Asset Dedication, LLC

8.69K

Jun 30, 26

+1.62K

0.15%

JONES FINANCIAL COMPANIES LLLP

6.40K

Jun 30, 26

+2.30K

0.11%

Larson Financial Group LLC

4.66K

Jun 30, 26

0.08%

IFP Advisors, Inc

3.95K

Jun 30, 26

+450

0.07%

MERCER GLOBAL ADVISORS INC /ADV

3.86K

Jun 30, 26

+3.86K

0.07%

Integrated Wealth Concepts LLC

2.02K

Jun 30, 26

+2.02K

0.03%

First Command Advisory Services, Inc.

1.78K

Jun 30, 26

-3.60K

0.03%

FIFTH THIRD BANCORP

1.65K

Jun 30, 26

0.03%

Cassaday & Co Wealth Management LLC

596

Jun 30, 26

+596

0.01%

Root Financial Partners, LLC

Jun 30, 26

-135

Golden State Equity Partners

Jun 30, 26

-5.80K

ORG Partners LLC

5.80K

Dec 31, 25

0.10%

COMERICA BANK

897

Dec 31, 25

0.02%

Sterling Financial Group, Inc.

31.06K

Sep 30, 25

+31.06K

0.54%