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 62 institutions that hold shares in the stock, with a total of 3.84 Million shares, which have been reported (via 13F filing form) to have a value of $95.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
39,596
shares
|
$985,148
0.26% of portfolio
|
Q3 2024
Added 14.57%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
38,981
shares
|
$969,847
0.72% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
37,226
shares
|
$926,182
0.0% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,040
shares
|
$846,915
0.01% of portfolio
|
Q3 2023
Added 4.23%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
32,947
shares
|
$819,721
0.0% of portfolio
|
Q3 2024
Added 23.63%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
32,642
shares
|
$812,132
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
27,899
shares
|
$694,127
1.06% of portfolio
|
Q4 2022
Added 35.74%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
24,572
shares
|
$611,351
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
24,306
shares
|
$604,733
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
22,175
shares
|
$551,714
0.02% of portfolio
|
Q4 2024
Reduced 11.89%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
21,342
shares
|
$530,988
0.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
20,981
shares
|
$522,007
0.0% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
18,874
shares
|
$469,585
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,539
shares
|
$386,610
0.0% of portfolio
|
Q3 2024
Reduced 22.43%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
15,416
shares
|
$383,550
0.0% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
14,620
shares
|
$363,745
0.0% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
14,023
shares
|
$348,892
0.0% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
13,830
shares
|
$344,090
0.03% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
13,105
shares
|
$326,052
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
10,497
shares
|
$261,165
0.07% of portfolio
|
Q2 2024
Reduced 16.0%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
10,300
shares
|
$256,264
0.03% of portfolio
|
Q4 2023
Added 25.61%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
9,979
shares
|
$248,277
0.03% of portfolio
|
Q2 2024
Added 11.14%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,332
shares
|
$232,180
0.02% of portfolio
|
Q4 2023
Reduced 7.37%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
9,177
shares
|
$228,323
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
8,750
shares
|
$217,700
0.0% of portfolio
|
Q2 2024
Reduced 26.47%
|