BSSX Institutional Ownership
Invesco BulletShares 2033 Municipal Bond ETF
1W: -0.1%
1M: -3.9%
3M: -6.6%
YTD: -6.5%
1Y: -5.4%
$24.10
-0.01 (-0.02%)
Weekly Expected Move ±1.0%
$24
$24
$24
$24
$25
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — BSSX
77
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
82M
Total Invested
13
New Positions
35
Increased
18
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (82 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 291,269 | 7M | +27,818 | +10.6% | 10Q | SEC ↗ |
| 2 | Atlantic Union Bankshares Corp | 233,605 | 6M | +48,192 | +26.0% | 8Q | SEC ↗ |
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 220,399 | 5M | -17,464 | -7.3% | 10Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 197,195 | 5M | +30,089 | +18.0% | 9Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 168,398 | 4M | -257 | -0.2% | 7Q | SEC ↗ |
| 6 | PRECEDENT WEALTH PARTNERS, LLC | 156,010 | 4M | +11,268 | +7.8% | 6Q | SEC ↗ |
| 7 | Kestra Advisory Services, LLC | 152,003 | 4M | -3,914 | -2.5% | 10Q | SEC ↗ |
| 8 | HighTower Advisors, LLC | 134,180 | 3M | +18,197 | +15.7% | 6Q | SEC ↗ |
| 9 | Hills Bank & Trust Co | 133,998 | 3M | +28,737 | +27.3% | 4Q | SEC ↗ |
| 10 | Legacy Private Trust Co. | 112,436 | 3M | +48,587 | +76.1% | 3Q | SEC ↗ |
| 11 | Envision Financial Planning, LLC | 108,391 | 3M | +6,478 | +6.4% | 10Q | SEC ↗ |
| 12 | Sequoia Financial Advisors, LLC | 101,789 | 2M | -8,539 | -7.7% | 3Q | SEC ↗ |
| 13 | Invesco Ltd. | 90,969 | 2M | +1,906 | +2.1% | 11Q | SEC ↗ |
| 14 | MORGAN STANLEY | 90,685 | 2M | +14,488 | +19.0% | 10Q | SEC ↗ |
| 15 | Clark Asset Management, LLC | 51,238 | 1M | +14,373 | +39.0% | 4Q | SEC ↗ |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 50,877 | 1M | +13,002 | +34.3% | 8Q | SEC ↗ |
| 17 | Lido Advisors, LLC | 50,600 | 1M | — | +0.0% | 5Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 47,579 | 1M | +21,628 | +83.3% | 11Q | SEC ↗ |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 47,011 | 1M | +4,448 | +10.5% | 10Q | SEC ↗ |
| 20 | Key Financial Inc | 45,809 | 1M | +4,424 | +10.7% | 9Q | SEC ↗ |
| 21 | STIFEL FINANCIAL CORP | 44,721 | 1M | -9,326 | -17.3% | 6Q | SEC ↗ |
| 22 | AMERIPRISE FINANCIAL INC | 38,870 | 937K | +14,410 | +58.9% | 2Q | SEC ↗ |
| 23 | JANE STREET GROUP, LLC | 38,739 | 934K | +15,122 | +64.0% | 11Q | SEC ↗ |
| 24 | Jacobi Capital Management LLC | 38,173 | 920K | +21,700 | +131.7% | 9Q | SEC ↗ |
| 25 | UBS Group AG | 36,200 | 873K | +2,362 | +7.0% | 5Q | SEC ↗ |
| 26 | VestGen Advisors, LLC | 27,155 | 655K | +16,589 | +157.0% | 2Q | SEC ↗ |
| 27 | SAX WEALTH ADVISORS, LLC NEW | 25,250 | 609K | — | +0.0% | 1Q | SEC ↗ |
| 28 | IMA Advisory Services, Inc. NEW | 24,672 | 595K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Wedmont Private Capital NEW | 22,950 | 553K | — | +0.0% | 1Q | SEC ↗ |
| 30 | JONES FINANCIAL COMPANIES LLLP | 22,693 | 547K | +2,757 | +13.8% | 6Q | SEC ↗ |
| 31 | COMMONWEALTH EQUITY SERVICES, LLC | 21,841 | 526K | +23 | +0.1% | 11Q | SEC ↗ |
| 32 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 20,701 | 499K | -4,437 | -17.7% | 7Q | SEC ↗ |
| 33 | ROYAL BANK OF CANADA | 19,697 | 475K | -697 | -3.4% | 11Q | SEC ↗ |
| 34 | D.A. DAVIDSON & CO. | 17,310 | 417K | +2,060 | +13.5% | 7Q | SEC ↗ |
| 35 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16,690 | 402K | +1,412 | +9.2% | 4Q | SEC ↗ |
| 36 | Cetera Investment Advisers | 16,684 | 402K | +4,923 | +41.9% | 3Q | SEC ↗ |
| 37 | MONECO ADVISORS, LLC | 15,738 | 379K | +9 | +0.1% | 5Q | SEC ↗ |
| 38 | Tassel Capital Management, Inc. | 15,372 | 371K | +128 | +0.8% | 4Q | SEC ↗ |
| 39 | VIRTUE ASSET MANAGEMENT LLC | 14,784 | 356K | +1,039 | +7.6% | 4Q | SEC ↗ |
| 40 | CAPTRUST FINANCIAL ADVISORS | 14,641 | 353K | +969 | +7.1% | 4Q | SEC ↗ |
| 41 | MML INVESTORS SERVICES, LLC | 13,212 | 318K | +3,884 | +41.6% | 6Q | SEC ↗ |
| 42 | NewEdge Advisors, LLC NEW | 13,000 | 313K | — | +0.0% | 1Q | SEC ↗ |
| 43 | KESTRA PRIVATE WEALTH SERVICES, LLC NEW | 12,428 | 300K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Equitable Holdings, Inc. | 12,344 | 298K | +1,226 | +11.0% | 4Q | SEC ↗ |
| 45 | Asset Dedication, LLC | 12,284 | 296K | +1,530 | +14.2% | 10Q | SEC ↗ |
| 46 | Bill Few Associates, Inc. | 11,919 | 287K | — | +0.0% | 11Q | SEC ↗ |
| 47 | Addison Advisors LLC | 11,565 | 279K | -7,863 | -40.5% | 11Q | SEC ↗ |
| 48 | Crews Bank & Trust | 10,775 | 260K | +3,115 | +40.7% | 7Q | SEC ↗ |
| 49 | WELLS FARGO & COMPANY/MN | 9,984 | 241K | +4,917 | +97.0% | 2Q | SEC ↗ |
| 50 | Opulen Financial Group LLC | 9,736 | 235K | +81 | +0.8% | 7Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| SAX WEALTH ADVISORS, LLC | 25,250 | 609K |
| IMA Advisory Services, Inc. | 24,672 | 595K |
| Wedmont Private Capital | 22,950 | 553K |
| NewEdge Advisors, LLC | 13,000 | 313K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 12,428 | 300K |
| Integrated Wealth Concepts LLC | 9,205 | 222K |
| COOKSON PEIRCE & CO INC | 8,437 | 203K |
| DWM Financial Group, Inc. | 8,268 | 199K |
| IFG Advisory, LLC | 8,223 | 198K |
| Beacon Pointe Advisors, LLC | 7,757 | 187K |
| ATLAS CAPITAL ADVISORS INC. | 4,000 | 96K |
| MERCER GLOBAL ADVISORS INC /ADV | 3,840 | 93K |
| Plante Moran Financial Advisors, LL | 1,951 | 47K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Elequin Capital, LP | 87,759 | 2M |
| FLOW TRADERS U.S. LLC | 63,837 | 2M |
| Bank of New York Mellon Corp | 60,904 | 1M |
| GOLDMAN SACHS GROUP INC | 45,335 | 1M |
| Avior Wealth Management, LLC | 44,085 | 1M |
| JPMORGAN CHASE & CO | 39,967 | 963K |
| Koss-Olinger Consulting, LLC | 21,373 | 515K |
| Cerity Partners LLC | 19,594 | 472K |
| StoneX Group Inc. | 12,789 | 308K |
| Summit Trail Advisors, LLC | 9,078 | 219K |
| Cambridge Financial Group, LLC | 8,107 | 195K |
| Ascentis Independent Advisors | 5,500 | 133K |
| Farther Finance Advisors, LLC | 5,217 | 126K |
| Root Financial Partners, LLC | 129 | 3K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Legacy Private Trust Co. | +48,587 | +76.1% | 112,436 |
| Atlantic Union Bankshares Corp | +48,192 | +26.0% | 233,605 |
| BANK OF AMERICA CORP /DE | +30,089 | +18.0% | 197,195 |
| Hills Bank & Trust Co | +28,737 | +27.3% | 133,998 |
| LPL Financial LLC | +27,818 | +10.6% | 291,269 |
| Jacobi Capital Management LLC | +21,700 | +131.7% | 38,173 |
| OSAIC HOLDINGS, INC. | +21,628 | +83.3% | 47,579 |
| HighTower Advisors, LLC | +18,197 | +15.7% | 134,180 |
| VestGen Advisors, LLC | +16,589 | +157.0% | 27,155 |
| JANE STREET GROUP, LLC | +15,122 | +64.0% | 38,739 |
| MORGAN STANLEY | +14,488 | +19.0% | 90,685 |
| AMERIPRISE FINANCIAL INC | +14,410 | +58.9% | 38,870 |
| Clark Asset Management, LLC | +14,373 | +39.0% | 51,238 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +13,002 | +34.3% | 50,877 |
| PRECEDENT WEALTH PARTNERS, LLC | +11,268 | +7.8% | 156,010 |
| Envision Financial Planning, LLC | +6,478 | +6.4% | 108,391 |
| Cetera Investment Advisers | +4,923 | +41.9% | 16,684 |
| WELLS FARGO & COMPANY/MN | +4,917 | +97.0% | 9,984 |
| ENVESTNET ASSET MANAGEMENT INC | +4,448 | +10.5% | 47,011 |
| Key Financial Inc | +4,424 | +10.7% | 45,809 |
Biggest Decreases (10)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LL | -17,464 | -7.3% | 220,399 |
| STIFEL FINANCIAL CORP | -9,326 | -17.3% | 44,721 |
| Sequoia Financial Advisors, LLC | -8,539 | -7.7% | 101,789 |
| Addison Advisors LLC | -7,863 | -40.5% | 11,565 |
| INTERNATIONAL ASSETS INVESTMENT MAN | -4,437 | -17.7% | 20,701 |
| Kestra Advisory Services, LLC | -3,914 | -2.5% | 152,003 |
| First Command Advisory Services, In | -3,425 | -62.2% | 2,085 |
| ROYAL BANK OF CANADA | -697 | -3.4% | 19,697 |
| RAYMOND JAMES FINANCIAL INC | -257 | -0.2% | 168,398 |
| Intentional Wealth Strategies, LLC | -134 | -1.4% | 9,238 |