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Public ownership evidence

Invesco BulletShares 2031 Municipal Bond ETF (BSMV) Ownership Disclosures

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

As of 2026-10-14T02:54:47.600Z

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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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Beacon Pointe Advisors, LLC2026-06-302026-08-1912,256$257,193None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1860,488$1,269,048None
Equitable Holdings, Inc.2026-06-302026-08-1846,617$978,247None
Envision Financial Planning, LLC2026-06-302026-08-15117,801$2,472,056None
IFG Advisory, LLC2026-06-302026-08-1533,004$692,596None
OSAIC HOLDINGS, INC.2026-06-302026-08-1593,904$1,971,047None
JANE STREET GROUP, LLC2026-06-302026-08-1565,649$1,377,644None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1530,336$636,298None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1511,390$239,019None
ROYAL BANK OF CANADA2026-06-302026-08-1522,431$471,000None
Larson Financial Group LLC2026-06-302026-08-156,055$127,064None
World Investment Advisors2026-06-302026-08-1511,390$237,827None
Invesco Ltd.2026-06-302026-08-15204,866$4,299,113None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1566,422$1,393,865None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15132,608$2,782,785None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1545,982$964,932None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1548,940$1,027,006None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1551,180$1,074,012None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15200,941$4,216,747None
UBS Group AG2026-06-302026-08-14122$2,560None
UBS Group AG2026-06-302026-08-14192,770$4,045,278None
ATLAS CAPITAL ADVISORS INC.2026-06-302026-08-147,000$146,895None
Elequin Capital, LP2026-06-302026-08-1445,191$948,333None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1431,559$662,262None
MORGAN STANLEY2026-06-302026-08-141$21None
MORGAN STANLEY2026-06-302026-08-14276,928$5,811,334None
FMR LLC2026-06-302026-08-14212$4,449None
HUNTINGTON NATIONAL BANK2026-06-302026-08-1462,405$1,309,569None
Integrated Wealth Concepts LLC2026-06-302026-08-1371,542$1,501,332None
Cetera Investment Advisers2026-06-302026-08-1320,498$430,144None
Aptus Capital Advisors, LLC2026-06-302026-08-135,383$112,962None
NewEdge Advisors, LLC2026-06-302026-08-1312,850$269,657None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13108,383$2,274,426None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-139,517$199,714None
STIFEL FINANCIAL CORP2026-06-302026-08-1372,758$1,526,831None
VestGen Advisors, LLC2026-06-302026-08-1250,598$1,061,804None
OneAscent Financial Services LLC2026-06-302026-08-1211,608$243,594None
MONECO ADVISORS, LLC2026-06-302026-08-12139,362$2,924,513None
Farmers National Bank2026-06-302026-08-121,189$24,951None
Farmers National Bank2026-06-302026-08-1255,891$1,172,873None
Colonial Trust Advisors2026-06-302026-08-124,000$83,940None
Atlantic Union Bankshares Corp2026-06-302026-08-12220,006$4,616,826None
Atlantic Union Bankshares Corp2026-06-302026-08-1220,132$422,470None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-122,352$49,357None
Addison Advisors LLC2026-06-302026-08-119,064$190,208None
First Command Advisory Services, Inc.2026-06-302026-08-112,031$42,621None
IMA Advisory Services, Inc.2026-06-302026-08-111,500$31,478None
Hills Bank & Trust Co2026-06-302026-08-11360,323$7,561,378None
LPL Financial LLC2026-06-302026-08-08288,458$6,053,289None
PNC Financial Services Group, Inc.2026-06-302026-08-081,370$28,751None

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

Beacon Pointe Advisors, LLC ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Equitable Holdings, Inc. ↗Envision Financial Planning, LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗JONES FINANCIAL COMPANIES LLLP ↗Vestmark Advisory Solutions, Inc. ↗ROYAL BANK OF CANADA ↗

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.