Public ownership evidence

Invesco BulletShares 2028 Municipal Bond ETF (BSMS) Ownership Disclosures

Read BSMS 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 2028 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
29,788
Value (USD)
$698,231
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 BSMS fundamentals

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

Read BSMS 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.

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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.

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Vermillion & White Wealth Management Group, LLC2026-06-302026-08-2029,788$698,231None
Beacon Pointe Advisors, LLC2026-06-302026-08-1911,366$266,415None
Coastal Bridge Advisors, LLC2026-06-302026-08-1817,348$406,637None
Modern Wealth Management, LLC2026-06-302026-08-1510,838$254,043None
IFG Advisory, LLC2026-06-302026-08-1510,990$257,598None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,652$85,602None
OSAIC HOLDINGS, INC.2026-06-302026-08-15166,196$3,895,628None
BROWN ADVISORY INC2026-06-302026-08-1546,964$1,100,836None
Thrivent Financial for Lutherans2026-06-302026-08-15133,749$3,135,000None
Thrivent Financial for Lutherans2026-06-302026-08-1513,914$326,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15100,735$2,361,933None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1533,498$785,196None
Ausdal Financial Partners, Inc.2026-06-302026-08-1515,846$371,422None
ROYAL BANK OF CANADA2026-06-302026-08-1522,881$536,000None
CITADEL ADVISORS LLC2026-06-302026-08-1561,148$1,433,309None
Larson Financial Group LLC2026-06-302026-08-155,419$127,021None
Invesco Ltd.2026-06-302026-08-15418,580$9,811,507None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15279,899$6,560,829None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15142,398$3,337,815None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1595,829$2,246,224None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1567,932$1,592,326None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1556,147$1,316,086None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15243,431$5,706,023None
Hobbs Group Advisors, LLC2026-06-302026-08-1425,733$603,175None
Willis Johnson & Associates, Inc.2026-06-302026-08-1442,611$998,792None
Sanctuary Advisors, LLC2026-06-302026-08-1482,708$1,938,675None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1444,905$1,052,580None
UBS Group AG2026-06-302026-08-14186,076$4,361,621None
Creative Planning2026-06-302026-08-1416,008$375,228None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-143,430$80,399None
Elequin Capital, LP2026-06-302026-08-14117,520$2,754,669None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1439,989$937,346None
MORGAN STANLEY2026-06-302026-08-142$52None
MORGAN STANLEY2026-06-302026-08-14431,867$10,122,975None
HUNTINGTON NATIONAL BANK2026-06-302026-08-141,700$39,848None
HUNTINGTON NATIONAL BANK2026-06-302026-08-1434,538$809,571None
Integrated Wealth Concepts LLC2026-06-302026-08-13258,608$6,061,736None
Cetera Investment Advisers2026-06-302026-08-1325,875$606,514None
Baird Financial Group, Inc.2026-06-302026-08-1327,745$650,343None
Aptus Capital Advisors, LLC2026-06-302026-08-1328,424$666,259None
NewEdge Advisors, LLC2026-06-302026-08-13221,808$5,199,176None
Summit Financial, LLC2026-06-302026-08-13158,825$3,722,848None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1365,510$1,535,553None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1321,585$505,941None
STIFEL FINANCIAL CORP2026-06-302026-08-1379,600$1,865,826None
VestGen Advisors, LLC2026-06-302026-08-1282,798$1,940,788None
CVFG LLC2026-06-302026-08-129,413$220,642None
MONECO ADVISORS, LLC2026-06-302026-08-12162,305$3,804,428None
Farmers National Bank2026-06-302026-08-1253,731$1,259,455None
Farmers National Bank2026-06-302026-08-121,073$25,151None

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

Vermillion & White Wealth Management Group, LLC ↗Beacon Pointe Advisors, LLC ↗Coastal Bridge Advisors, LLC ↗Modern Wealth Management, LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗BROWN ADVISORY INC ↗Thrivent Financial for Lutherans ↗Thrivent Financial for Lutherans ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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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.

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