Public ownership evidence

Invesco BulletShares 2027 Municipal Bond ETF (BSMR) Ownership Disclosures

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

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco BulletShares 2027 Municipal Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Vermillion & White Wealth Management Group, LLC
Report period
2026-06-30
Available
2026-08-20
Reported shares
39,409
Value (USD)
$931,629
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001862443-26-000004
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read BSMR fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read BSMR fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

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

Recent institutional filing receipts

See the complete 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.

Scroll sideways to compare all columns. Select a heading to sort.

Vermillion & White Wealth Management Group, LLC2026-06-302026-08-2039,409$931,629None
Beacon Pointe Advisors, LLC2026-06-302026-08-1915,512$366,693None
Coastal Bridge Advisors, LLC2026-06-302026-08-1817,720$418,892None
Equitable Holdings, Inc.2026-06-302026-08-1863,003$1,489,397None
Western Wealth Management, LLC2026-06-302026-08-1510,600$250,584None
IFG Advisory, LLC2026-06-302026-08-1513,847$327,332None
OSAIC HOLDINGS, INC.2026-06-302026-08-159,588$226,649None
OSAIC HOLDINGS, INC.2026-06-302026-08-15153,534$3,629,535None
JANE STREET GROUP, LLC2026-06-302026-08-1546,035$1,088,267None
OLD MISSION CAPITAL LLC2026-06-302026-08-1557,709$1,364,240None
Waverly Advisors, LLC2026-06-302026-08-1545,686$1,080,017None
BROWN ADVISORY INC2026-06-302026-08-1546,644$1,102,664None
Thrivent Financial for Lutherans2026-06-302026-08-15188,879$4,465,000None
Thrivent Financial for Lutherans2026-06-302026-08-1514,015$331,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1576,697$1,813,654None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15127,095$3,004,535None
Ausdal Financial Partners, Inc.2026-06-302026-08-1522,139$523,364None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1514,904$352,331None
ROYAL BANK OF CANADA2026-06-302026-08-1564,701$1,530,000None
CITADEL ADVISORS LLC2026-06-302026-08-1510,722$253,468None
Larson Financial Group LLC2026-06-302026-08-155,349$126,450None
World Investment Advisors2026-06-302026-08-1512,786$302,441None
Invesco Ltd.2026-06-302026-08-15416,301$9,841,360None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15268,753$6,353,320None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15123,648$2,923,041None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15374,530$8,853,881None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1560,552$1,431,449None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1575,254$1,779,005None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15405,123$9,577,110None
Hobbs Group Advisors, LLC2026-06-302026-08-1428,425$671,960None
Willis Johnson & Associates, Inc.2026-06-302026-08-1442,318$1,000,408None
Sanctuary Advisors, LLC2026-06-302026-08-1438,550$911,329None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1447,946$1,133,442None
UBS Group AG2026-06-302026-08-14222,064$5,249,593None
Creative Planning2026-06-302026-08-1412,682$299,802None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-143,398$80,329None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1446,004$1,087,535None
MORGAN STANLEY2026-06-302026-08-14583,667$13,797,900None
HUNTINGTON NATIONAL BANK2026-06-302026-08-141,054$24,917None
HUNTINGTON NATIONAL BANK2026-06-302026-08-1425,571$604,499None
Integrated Wealth Concepts LLC2026-06-302026-08-13302,985$7,162,488None
Cetera Investment Advisers2026-06-302026-08-1326,435$624,927None
Baird Financial Group, Inc.2026-06-302026-08-1321,180$500,695None
Advisory Services Network, LLC2026-06-302026-08-1311,047$261,150None
Aptus Capital Advisors, LLC2026-06-302026-08-1357,158$1,351,215None
NewEdge Advisors, LLC2026-06-302026-08-13217,832$5,149,548None
Summit Financial, LLC2026-06-302026-08-13157,385$3,720,580None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1394,170$2,226,174None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1320,899$494,050None
STIFEL FINANCIAL CORP2026-06-302026-08-1378,505$1,855,859None

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

Vermillion & White Wealth Management Group, LLC ↗Beacon Pointe Advisors, LLC ↗Coastal Bridge Advisors, LLC ↗Equitable Holdings, Inc. ↗Western Wealth Management, LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗OLD MISSION CAPITAL LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

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.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.