BSMY

Invesco BulletShares 2034 Municipal Bond ETF
$24.44-0.10 (-0.42%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.5000478530366347e+280B

Total Value

$3.525001100090059e+193T

% of Float

Price History

$23.22$23.72$24.23$24.73$25.23Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Anchor Investment Management, LLC15,000$352.5M0.03%Share
2LPL Financial LLC478,530$11.0M0.00%Share
3CONFLUENCE INVESTMENT MANAGEMENT LLC366,347$9.0M0.13%Share
4BCS Wealth Management365,223$9.0M0.91%Share
5VAUGHAN DAVID INVESTMENTS LLC/IL434,705$9.0M0.19%Share
6Invesco Ltd.379,068$8.9M0.00%Share
7MORGAN STANLEY368,730$8.0M0.00%Share
8NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO135,420$7.7M0.00%Share
9VAUGHAN DAVID INVESTMENTS LLC/IL418,152$7.1M0.15%Share
10TRUIST FINANCIAL CORP298,844$7.0M0.01%Share
11RAYMOND JAMES FINANCIAL INC253,331$6.0M0.00%Share
12LPL Financial LLC265,983$6.0M0.00%Share
13Kathmere Capital Management, LLC231,189$5.4M0.37%Share
14UBS Group AG226,787$5.3M0.00%Share
15Hills Bank & Trust Co218,048$5.1M0.30%Share
16VAUGHAN DAVID INVESTMENTS LLC/IL257,855$5.0M0.11%Share
17Summit Financial, LLC216,443$5.0M0.07%Share
18Key FInancial Inc207,875$4.9M0.89%Share
19VAUGHAN DAVID INVESTMENTS LLC/IL275,640$4.6M0.10%Share
20CENTRAL VALLEY ADVISORS, LLC187,322$4.4M1.32%Share
21NewEdge Advisors, LLC182,333$4.0M0.01%Share
22COMMONWEALTH EQUITY SERVICES, LLC197,624$4.0M0.01%Share
23BANK OF AMERICA CORP /DE/205,533$4.0M0.00%Share
24PRECEDENT WEALTH PARTNERS, LLC158,066$3.7M0.78%Share
25CONFLUENCE INVESTMENT MANAGEMENT LLC154,431$3.3M0.05%Share
26MONECO ADVISORS, LLC137,875$3.2M0.26%Share
27RAYMOND JAMES FINANCIAL INC154,919$3.0M0.00%Share
28Integrated Wealth Concepts LLC141,383$3.0M0.04%Share
29Atlantic Union Bankshares Corp127,141$3.0M0.06%Share
30Atlantic Union Bankshares Corp121,250$3.0M0.06%Share
31Asset Dedication, LLC122,008$2.9M0.19%Share
32Envision Financial Planning, LLC109,223$2.7M1.01%Share
33Invariant Investment Management112,513$2.7M1.70%Share
34Hills Bank & Trust Co105,994$2.6M0.15%Share
35Invesco Ltd.103,045$2.5M0.00%Share
36Sanctuary Advisors, LLC107,177$2.5M0.01%Share
37D.A. DAVIDSON & CO.89,879$2.2M0.01%Share
38HighTower Advisors, LLC117,134$2.0M0.00%Share
39WELLS FARGO & COMPANY/MN105,405$2.0M0.00%Share
40OSAIC HOLDINGS, INC.101,466$2.0M0.00%Share
41MML INVESTORS SERVICES, LLC92,325$2.0M0.00%Share
42Focus Partners Wealth108,401$2.0M0.00%Share
43VestGen Advisors, LLC86,263$2.0M0.09%Share
44ENVESTNET ASSET MANAGEMENT INC123,246$2.0M0.00%Share
45SIGNATUREFD, LLC76,360$1.8M0.03%Share
46Clark Asset Management, LLC64,723$1.5M0.16%Share
47NESTEGG ADVISORS, INC.56,849$1.4M1.19%Share
48Cornerstone Wealth Management, LLC58,088$1.4M0.07%Share
49Altrius Capital Management Inc52,955$1.2M0.26%Share
50Modern Wealth Management, LLC48,638$1.1M0.02%Share