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Inves BS 2027 TB ETF (BSGR)

CUSIP: 46138J346 | NYSE | 5 institutional holders

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Graves Light Lenhart Wealth, Inc.18,190
0.0% of portfolio›$454.0K
Key FInancial Inc2,900
0.0% of portfolio›$72.4K
Asset Dedication, LLC1,209
0.0% of portfolio›$30.2K
Larson Financial Group LLC108
0.0% of portfolio›$2.7K
StyleTurnoverLocationFiled
Graves Light Lenhart Wealth, Inc.
18,190$454.0K0.0%ETFVery LowHarrisonburg, VA2026-10-09
Key FInancial Inc
2,900$72.4K0.0%ETFLowWest Chester, PA2026-11-02
Asset Dedication, LLC
1,209$30.2K0.0%ETFLowSan Francisco, CA2026-11-03
Larson Financial Group LLC
108$2.7K0.0%GrowthLowSt Louis, MO2026-11-05