Institutional Ownership Invesco Bulletshares 2024 Muni (BSMO)
This table provides information about the institutional ownership of Invesco Bulletshares 2024 Muni (BSMO). We have compiled data on the 118 institutions that hold shares in the stock, with a total of 6.09 Million shares, which have been reported (via 13F filing form) to have a value of $151 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
60,736
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.43%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
60,659
shares
|
$1.51 Million
0.11% of portfolio
|
Q2 2024
Reduced 17.88%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
56,897
shares
|
$1.41 Million
0.43% of portfolio
|
Q4 2020
Reduced 77.8%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
56,401
shares
|
$1.4 Million
0.07% of portfolio
|
Q2 2024
Reduced 34.25%
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
52,008
shares
|
$1.29 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
50,720
shares
|
$1.26 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
49,562
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.71%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
47,008
shares
|
$1.17 Million
0.42% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 14, 2024 Q2 2024 |
45,463
shares
|
$1.13 Million
0.23% of portfolio
|
Q2 2024
Added 7.2%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,279
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 48.41%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
42,859
shares
|
$1.06 Million
0.4% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
41,186
shares
|
$1.02 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
40,097
shares
|
$995,608
0.01% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
40,075
shares
|
$995,062
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Alpha Star Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
39,287
shares
|
$975,496
0.09% of portfolio
|
Q2 2024
Added 21.97%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 14, 2024 Q2 2024 |
38,743
shares
|
$961,988
0.72% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
38,202
shares
|
$948,555
0.0% of portfolio
|
Q2 2024
Added 18.28%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
38,067
shares
|
$945,203
0.07% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
36,380
shares
|
$903,315
0.2% of portfolio
|
Q3 2024
Added 9.36%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
35,509
shares
|
$881,688
0.26% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
35,247
shares
|
$875,183
0.0% of portfolio
|
Q2 2024
Added 71.95%
|
|
|
Paulson Wealth Management Inc.
|
Jul 25, 2024 Q2 2024 |
34,560
shares
|
$858,124
0.25% of portfolio
|
Q2 2024
Added 20.21%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,040
shares
|
$845,213
0.01% of portfolio
|
Q3 2023
Added 4.23%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
32,642
shares
|
$810,500
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
32,235
shares
|
$800,395
0.09% of portfolio
|
Q3 2024
Reduced 1.74%
|