Go Pro
→ Ticker Revealed: Pre-IPO Access to 'Next Elon Musk' Company (From Banyan Hill Publishing) (Ad)tc pixel Free BSMY Stock Alerts

Invesco BulletShares 2034 Municipal Bond ETF (BSMY) Institutional Ownership

Invesco BulletShares 2034 Municipal Bond ETF logo
$24.03 +0.04 (+0.17%)
As of 07/24/2026 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2034 Municipal Bond ETF (NASDAQ:BSMY)

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$45.38M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$7.19M
Get BSMY Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco BulletShares 2034 Municipal Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

BSMY Institutional Buying and Selling by Quarter

Invesco BulletShares 2034 Municipal Bond ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Sax Wealth Advisors LLC16,633$403K0.0%N/A0.292%
7/8/2026 Clark Asset Management LLC46,519$1.15M0.1%+30.6%0.816%
7/1/2026 Confluence Investment Management LLC303,465$7.48M0.1%-7.4%5.726%
5/29/2026Asset Dedication LLC7,064$171K0.0%-66.6%0.133%
5/19/2026Bank of America Corp DE116,015$2.81M0.0%+97.1%2.189%
5/18/2026Royal Bank of Canada14,151$343K0.0%+76.4%0.267%
5/18/2026Envision Financial Planning LLC114,993$2.79M1.0%+5.3%2.170%
5/5/2026D.A. Davidson & CO.95,856$2.33M0.0%+6.7%1.809%
5/1/2026Fifth Third Bancorp1,654$40K0.0%N/A0.031%
5/1/2026 Sequoia Financial Advisors LLC24,212$587K0.0%-22.1%0.457%
4/30/2026Kestra Advisory Services LLC69,258$1.68M0.0%+35.4%1.307%
4/28/2026Ascentis Independent Advisors5,800$141K0.0%N/A0.129%
4/24/2026Key Financial Inc31,595$766K0.1%+29.7%0.702%
4/18/2026 BCS Wealth Management231,468$5.62M1.1%-36.6%5.144%
4/17/2026 Clark Asset Management LLC35,626$864K0.1%+5.7%0.792%
2/19/2026Invesco Ltd.103,045$2.53M0.0%+34.8%2.453%
2/17/2026Envision Financial Planning LLC109,223$2.69M1.0%+1.8%2.601%
2/17/2026Royal Bank of Canada8,022$197K0.0%+19.9%0.191%
2/16/2026MML Investors Services LLC12,248$301K0.0%+5.2%0.292%
2/13/2026Jacobi Capital Management LLC12,150$299K0.0%+32.1%0.289%
2/13/2026Kestra Advisory Services LLC51,154$1.26M0.0%+40.7%1.218%
2/13/2026Stifel Financial Corp53,253$1.31M0.0%+11.2%1.268%
2/12/2026Jane Street Group LLC76,420$1.88M0.0%-11.3%1.820%
2/12/2026Commonwealth Equity Services LLC24,512$603K0.0%+8.8%0.584%
2/12/2026StoneX Group Inc.13,406$330K0.0%-21.9%0.319%
2/11/2026LPL Financial LLC265,983$6.54M0.0%+1.8%6.333%
2/11/2026 Cookson Peirce & Co. Inc.8,555$210K0.0%N/A0.204%
2/11/2026 J.W. Cole Advisors Inc.14,087$346K0.0%+31.7%0.335%
2/10/2026Northwestern Mutual Wealth Management Co.19,212$472K0.0%+80.3%0.457%
2/9/2026Key Financial Inc24,360$599K0.1%+415.6%0.580%
2/6/2026Addison Advisors LLC23,202$570K0.1%+10.5%0.552%
2/6/2026 IFP Advisors Inc3,500$86K0.0%N/A0.083%
2/6/2026HighTower Advisors LLC42,548$1.05M0.0%+33.9%1.013%
2/5/2026Hills Bank & Trust Co105,994$2.61M0.2%+211.8%2.524%
2/4/2026Moneco Advisors LLC46,120$1.13M0.1%+3.9%1.125%
2/4/2026Atlantic Union Bankshares Corp136,677$3.36M0.1%N/A3.334%
2/3/2026 Sequoia Financial Advisors LLC31,062$764K0.0%N/A0.758%
1/29/2026D.A. Davidson & CO.89,879$2.21M0.0%+9.3%2.247%
1/27/2026 Clark Asset Management LLC33,711$829K0.1%+124.6%0.843%
1/26/2026Asset Dedication LLC21,123$519K0.0%+6.0%0.542%
SPCX Warning - and Worst News for Stocks in 50 Years (Ad)

Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in 50 years - and it has nothing to do with a single stock. According to multiple Wall Street banks, a coming crisis could keep your portfolio in the red for 10 years or longer. Keith Kaplan, CEO of TradeSmith, is sharing what you can do to protect your wealth before it hits.tc pixel

Learn how to prepare your portfolio for what's coming next
1/26/2026 BCS Wealth Management365,223$8.98M0.9%N/A9.365%
1/21/2026 Nestegg Advisors Inc.56,849$1.40M1.2%N/A1.458%
1/7/2026 Precedent Wealth Partners LLC20,633$507K0.1%+17.8%0.543%
1/5/2026 Confluence Investment Management LLC366,347$9.01M0.1%+7.4%9.901%
11/20/2025Asset Dedication LLC19,930$485K0.0%+26.8%0.643%
11/17/2025Sterling Financial Group Inc.31,062$756K0.2%N/A1.002%
11/17/2025United Capital Financial Advisors LLC9,697$236K0.0%N/A0.313%
11/17/2025Northwestern Mutual Wealth Management Co.10,654$259K0.0%+91.1%0.344%
11/17/2025Elequin Capital LP60,193$1.46M0.1%-46.9%1.942%
11/17/2025Bank of America Corp DE38,471$936K0.0%+150.9%1.241%
11/14/2025Raymond James Financial Inc.262,979$6.40M0.0%+4.8%8.483%
11/14/2025Equitable Holdings Inc.25,910$630K0.0%+115.3%0.836%
11/7/2025Addison Advisors LLC20,997$511K0.1%+20.9%0.677%
11/5/2025Key Financial Inc4,725$115K0.0%N/A0.152%
11/5/2025MONECO Advisors LLC44,394$1.08M0.1%+54.4%1.432%
11/5/2025 J.W. Cole Advisors Inc.10,694$260K0.0%N/A0.345%
11/5/2025Envestnet Asset Management Inc.23,780$579K0.0%+25.6%0.767%
10/31/2025First Command Advisory Services Inc.5,116$124K0.0%+30.1%0.165%
10/28/2025Tassel Capital Management Inc.16,230$395K0.3%N/A0.541%
10/24/2025ORG Partners LLC5,800$141K0.0%N/A0.193%
10/22/2025D.A. Davidson & CO.82,208$2M0.0%+27.2%2.740%
10/20/2025 Clark Asset Management LLC15,009$365K0.0%N/A0.518%
10/14/2025 Confluence Investment Management LLC340,971$8.30M0.1%+2,611.1%11.758%
9/4/2025Osaic Holdings Inc.2,340$55K0.0%+44.4%0.098%
8/19/2025Asset Dedication LLC15,714$373K0.0%+11,044.7%0.655%
8/15/2025Envision Financial Planning LLC18,920$449K0.2%+114.9%0.788%
8/15/2025Bank of America Corp DE15,332$364K0.0%+114.3%0.639%
8/14/2025Jane Street Group LLC76,667$1.82M0.0%-25.6%3.194%
8/14/2025Raymond James Financial Inc.251,039$5.95M0.0%+1,589.5%10.460%
8/13/2025StoneX Group Inc.20,863$495K0.0%-20.5%0.869%
8/7/2025Addison Advisors LLC17,367$412K0.1%+26.8%0.724%
8/1/2025Koss Olinger Consulting LLC22,510$534K0.0%N/A1.023%
8/1/2025First Command Advisory Services Inc.3,932$93K0.0%+88.5%0.179%
8/1/2025Envestnet Asset Management Inc.18,938$449K0.0%-50.8%0.861%
7/30/2025D.A. Davidson & CO.64,622$1.53M0.0%N/A2.937%
7/29/2025 MB Levis & Associates LLC54,198$1.29M0.6%+11.7%2.464%
7/25/2025 Yarger Wealth Strategies LLC15,253$362K0.2%N/A0.726%
7/21/2025 Precedent Wealth Partners LLC17,519$415K0.1%N/A1.031%
5/19/2025Jane Street Group LLC103,084$2.48M0.0%N/A9.371%
5/14/2025Envision Financial Planning LLC8,806$212K0.1%N/A0.801%
5/14/2025Northwestern Mutual Wealth Management Co.5,574$134K0.0%N/A0.507%
5/13/2025Elequin Capital LP88,060$2.12M0.3%N/A8.005%
5/13/2025HighTower Advisors LLC14,119$339K0.0%N/A1.284%
5/12/2025Invesco Ltd.76,805$1.85M0.0%+17.4%6.982%
5/8/2025MONECO Advisors LLC35,689$858K0.1%+28.9%3.244%
5/7/2025MB Levis & Associates LLC48,542$1.17M0.5%+7.9%4.413%
5/7/2025LPL Financial LLC239,271$5.75M0.0%+429.5%21.752%
5/2/2025Larson Financial Group LLC4,662$112K0.0%N/A0.424%
5/2/2025First Command Advisory Services Inc.2,086$50K0.0%N/A0.190%
4/29/2025Envestnet Asset Management Inc.38,529$926K0.0%+7.2%3.503%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
4/22/2025Tassel Capital Management Inc.11,073$266K0.2%N/A1.007%
4/10/2025CGN Advisors LLC31,215$750K0.1%+51.7%2.838%
4/1/2025Confluence Investment Management LLC12,577$302K0.0%N/A1.797%
2/13/2025Invesco Ltd.65,438$1.60M0.0%N/A9.348%
2/13/2025Envestnet Asset Management Inc.35,956$881K0.0%N/A5.137%
2/12/2025StoneX Group Inc.25,196$617K0.0%N/A3.599%
2/11/2025LPL Financial LLC45,188$1.11M0.0%N/A6.455%
2/4/2025Addison Advisors LLC7,082$173K0.0%N/A1.012%
2/4/2025MONECO Advisors LLC27,679$678K0.1%N/A3.954%
1/15/2025CGN Advisors LLC20,579$504K0.0%N/A3.430%


BSMY Institutional Ownership - Frequently Asked Questions

During the previous two years, 48 institutional investors and hedge funds held shares of Invesco BulletShares 2034 Municipal Bond ETF. The most heavily invested institutionals were Confluence Investment Management LLC ($7.48M), LPL Financial LLC ($6.54M), Raymond James Financial Inc. ($6.40M), BCS Wealth Management ($5.62M), Atlantic Union Bankshares Corp ($3.36M), Bank of America Corp DE ($2.81M), and Envision Financial Planning LLC ($2.79M).Learn more on Invesco BulletShares 2034 Municipal Bond ETF's institutional investors.

Of the 48 institutional investors that purchased Invesco BulletShares 2034 Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Confluence Investment Management LLC ($366.35K), BCS Wealth Management ($365.22K), Raymond James Financial Inc. ($248.12K), LPL Financial LLC ($243.98K), Atlantic Union Bankshares Corp ($136.68K), Invesco Ltd. ($103.42K), and Jane Street Group LLC ($103.08K).

Institutional investors have bought a total of 1,865,597 shares in the last 24 months. This purchase volume represents approximately $45.38M in transactions.

The following institutional investors have sold Invesco BulletShares 2034 Municipal Bond ETF stock in the last 24 months: BCS Wealth Management ($133.76K), Elequin Capital LP ($53.17K), Jane Street Group LLC ($36.12K), Confluence Investment Management LLC ($24.24K), Envestnet Asset Management Inc. ($19.59K), Asset Dedication LLC ($14.06K), and StoneX Group Inc. ($9.12K).

Institutional investors have sold a total of 296,912 shares in the last 24 months. This volume of shares sold represents approximately $7.19M in transactions.


Related Companies

This page (NASDAQ:BSMY) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel
Where to Put $100 Before Trump's New Tech Law Rolls Out
The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance e...
Brownstone Research | Sponsoredtc pixel