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Public ownership evidence

Invesco BulletShares 2029 Municipal Bond ETF (BSMT) Ownership Disclosures

Read BSMT insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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GILL CAPITAL PARTNERS, LLC2026-06-302026-08-211,025$23,606None
Beacon Pointe Advisors, LLC2026-06-302026-08-1916,224$373,646None
Coastal Bridge Advisors, LLC2026-06-302026-08-1810,438$240,389None
Equitable Holdings, Inc.2026-06-302026-08-1836,501$840,623None
IFG Advisory, LLC2026-06-302026-08-1522,003$506,724None
OSAIC HOLDINGS, INC.2026-06-302026-08-15169,221$3,897,198None
JANE STREET GROUP, LLC2026-06-302026-08-1525,817$594,566None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1536,275$835,413None
BROWN ADVISORY INC2026-06-302026-08-1541,306$951,277None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1570,341$1,619,953None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1510,421$239,996None
ROYAL BANK OF CANADA2026-06-302026-08-1521,654$499,000None
Larson Financial Group LLC2026-06-302026-08-155,514$126,987None
World Investment Advisors2026-06-302026-08-1510,421$239,932None
Invesco Ltd.2026-06-302026-08-15303,363$6,986,453None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15243,630$5,610,797None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15138,205$3,182,857None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15490,122$11,287,510None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1577,452$1,783,718None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1557,903$1,333,506None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15235,359$5,420,318None
Hobbs Group Advisors, LLC2026-06-302026-08-1423,179$533,814None
Willis Johnson & Associates, Inc.2026-06-302026-08-1443,244$995,903None
Sanctuary Advisors, LLC2026-06-302026-08-1439,841$917,540None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1410,789$248,479None
UBS Group AG2026-06-302026-08-14155,342$3,577,526None
Creative Planning2026-06-302026-08-1416,243$374,076None
ATLAS CAPITAL ADVISORS INC.2026-06-302026-08-144,400$101,332None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-143,463$79,753None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1446,396$1,068,503None
MORGAN STANLEY2026-06-302026-08-14247,954$5,710,402None
HUNTINGTON NATIONAL BANK2026-06-302026-08-141,721$39,634None
HUNTINGTON NATIONAL BANK2026-06-302026-08-1451,368$1,183,005None
Integrated Wealth Concepts LLC2026-06-302026-08-13250,783$5,775,503None
Cetera Investment Advisers2026-06-302026-08-1318,368$423,022None
Baird Financial Group, Inc.2026-06-302026-08-1328,148$648,248None
Aptus Capital Advisors, LLC2026-06-302026-08-1322,753$524,002None
NewEdge Advisors, LLC2026-06-302026-08-13216,442$4,984,662None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13110,271$2,539,551None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1334,314$790,242None
STIFEL FINANCIAL CORP2026-06-302026-08-1335,479$817,077None
JPMORGAN CHASE & CO2026-06-302026-08-136,427$148,078None
VestGen Advisors, LLC2026-06-302026-08-1279,868$1,839,363None
MONECO ADVISORS, LLC2026-06-302026-08-12158,107$3,641,197None
Farmers National Bank2026-06-302026-08-121,089$25,080None
Farmers National Bank2026-06-302026-08-1251,997$1,197,491None
Colonial Trust Advisors2026-06-302026-08-122,700$62,181None
Atlantic Union Bankshares Corp2026-06-302026-08-12218,559$5,033,414None
Atlantic Union Bankshares Corp2026-06-302026-08-1283,169$1,915,382None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-122,060$47,442None

90-day public filing window, up to 50 source positions.

GILL CAPITAL PARTNERS, LLC ↗Beacon Pointe Advisors, LLC ↗Coastal Bridge Advisors, LLC ↗Equitable Holdings, Inc. ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗BROWN ADVISORY INC ↗JONES FINANCIAL COMPANIES LLLP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.