Public ownership evidence

Invesco BulletShares 2034 Municipal Bond ETF (BSMY) Ownership Disclosures

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

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

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Step 1 of 3

Recent institutional filing receipts

Invesco BulletShares 2034 Municipal Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
UNITED CAPITAL FINANCIAL ADVISORS, LLC
Report period
2026-06-30
Available
2026-08-18
Reported shares
17,512
Value (USD)
$430,281
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 0001463217-26-000004
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 BSMY fundamentals

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

Read BSMY 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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UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1817,512$430,281None
Equitable Holdings, Inc.2026-06-302026-08-1826,941$664,130None
Envision Financial Planning, LLC2026-06-302026-08-15122,522$3,020,327None
IFG Advisory, LLC2026-06-302026-08-1512,649$311,805None
OSAIC HOLDINGS, INC.2026-06-302026-08-1548,934$1,206,220None
JANE STREET GROUP, LLC2026-06-302026-08-1512,878$317,459None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-156,400$157,574None
ROYAL BANK OF CANADA2026-06-302026-08-1514,783$364,000None
DWM Financial Group, Inc.2026-06-302026-08-1517,294$425,107None
Larson Financial Group LLC2026-06-302026-08-154,662$114,924None
Invesco Ltd.2026-06-302026-08-1596,218$2,371,898None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1531,210$769,367None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15249,207$6,143,280None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1518,241$449,659None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15104,362$2,572,628None
UBS Group AG2026-06-302026-08-14546$13,459None
UBS Group AG2026-06-302026-08-1429,112$717,640None
Elequin Capital, LP2026-06-302026-08-1442,043$1,036,415None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-148,863$218,480None
MORGAN STANLEY2026-06-302026-08-1455,820$1,376,036None
Integrated Wealth Concepts LLC2026-06-302026-08-132,019$49,771None
NewEdge Advisors, LLC2026-06-302026-08-1313,100$322,932None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1322,547$555,813None
STIFEL FINANCIAL CORP2026-06-302026-08-1350,886$1,254,404None
MONECO ADVISORS, LLC2026-06-302026-08-1251,523$1,270,109None
Atlantic Union Bankshares Corp2026-06-302026-08-12177,189$4,367,939None
Atlantic Union Bankshares Corp2026-06-302026-08-1215,534$382,933None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-123,856$95,055None
Cassaday & Co Wealth Management LLC2026-06-302026-08-11596$14,693None
Addison Advisors LLC2026-06-302026-08-1113,955$344,009None
First Command Advisory Services, Inc.2026-06-302026-08-111,777$43,805None
Hills Bank & Trust Co2026-06-302026-08-11134,061$3,304,778None
Tassel Capital Management, Inc.2026-06-302026-08-0816,697$411,601None
LPL Financial LLC2026-06-302026-08-08279,144$6,881,257None
Lido Advisors, LLC2026-06-302026-08-08140,228$3,456,823None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0815,182$374,263None
FIFTH THIRD BANCORP2026-06-302026-08-061,654$40,773None
HighTower Advisors, LLC2026-06-302026-08-06121,349$2,991,418None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0439,382$970,815None
Jacobi Capital Management LLC2026-06-302026-08-0134,950$861,563None
Asset Dedication, LLC2026-06-302026-07-318,688$214,171None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3014,061$346,620None
Kestra Advisory Services, LLC2026-06-302026-07-2981,720$2,014,505None
KESTRA PRIVATE WEALTH SERVICES, LLC2026-06-302026-07-2912,860$317,016None
Key Financial Inc2026-06-302026-07-2535,620$878,079None
D.A. DAVIDSON & CO.2026-06-302026-07-25102,325$2,522,444None
COOKSON PEIRCE & CO INC2026-06-302026-07-249,169$226,028None
PRECEDENT WEALTH PARTNERS, LLC2026-06-302026-07-2234,174$842,434None
J.W. COLE ADVISORS, INC.2026-06-302026-07-2214,263$351,605None
IFP Advisors, Inc2026-06-302026-07-213,950$97,373None

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

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 ↗ROYAL BANK OF CANADA ↗DWM Financial Group, Inc. ↗Larson Financial Group LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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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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