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 120 institutions that hold shares in the stock, with a total of 6.4 Million shares, which have been reported (via 13F filing form) to have a value of $159 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
33,265
shares
|
$827,633
0.2% of portfolio
|
Q1 2024
Reduced 53.06%
|
|
Webster Bank, N. A.
|
Jul 12, 2024 Q2 2024 |
32,805
shares
|
$816,188
0.09% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
32,642
shares
|
$812,132
0.0% of portfolio
|
Q2 2024
New holding
|
|
Carnegie Capital Asset Management, LLC
|
Jul 19, 2024 Q2 2024 |
32,412
shares
|
$806,410
0.03% of portfolio
|
Q2 2024
Reduced 11.57%
|
|
Mirador Capital Partners LP
|
Jul 12, 2024 Q2 2024 |
30,581
shares
|
$760,855
0.14% of portfolio
|
Q2 2024
Added 0.67%
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
27,899
shares
|
$694,127
1.06% of portfolio
|
Q4 2022
Added 35.74%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
26,649
shares
|
$663,027
0.0% of portfolio
|
Q2 2024
Added 0.26%
|
|
Secure Asset Management, LLC
|
Jul 24, 2024 Q2 2024 |
26,302
shares
|
$654,393
0.13% of portfolio
|
Q2 2024
Added 5.03%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
24,623
shares
|
$612,620
0.0% of portfolio
|
Q2 2024
New holding
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
24,572
shares
|
$611,351
0.01% of portfolio
|
Q2 2024
New holding
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
24,306
shares
|
$604,733
0.0% of portfolio
|
Q4 2023
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
23,710
shares
|
$589,904
0.02% of portfolio
|
Q2 2024
Added 14.03%
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 12, 2024 Q2 2024 |
22,638
shares
|
$563,233
0.12% of portfolio
|
Q2 2024
Added 27.55%
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 31, 2024 Q2 2024 |
22,418
shares
|
$557,759
0.34% of portfolio
|
Q2 2024
Added 1.84%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
22,390
shares
|
$557,063
0.01% of portfolio
|
Q2 2024
Added 0.25%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
21,340
shares
|
$530,939
0.01% of portfolio
|
Q2 2024
Added 0.01%
|
|
Lantz Financial LLC
|
Aug 07, 2024 Q2 2024 |
20,802
shares
|
$517,553
0.17% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
20,280
shares
|
$504,566
0.02% of portfolio
|
Q2 2024
Added 9.54%
|
|
Old Second National Bank Of Aurora
|
Aug 12, 2024 Q2 2024 |
20,147
shares
|
$501,257
0.13% of portfolio
|
Q2 2024
Reduced 39.94%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
20,031
shares
|
$498,371
0.0% of portfolio
|
Q2 2024
Reduced 21.33%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
19,746
shares
|
$491,280
0.0% of portfolio
|
Q2 2024
Reduced 23.19%
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Jul 16, 2024 Q2 2024 |
19,500
shares
|
$485,160
0.25% of portfolio
|
Q4 2023
New holding
|
|
Mgo One Seven LLC
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
17,487
shares
|
$435,076
0.02% of portfolio
|
Q2 2024
Added 8.33%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
17,192
shares
|
$427,736
0.05% of portfolio
|
Q2 2024
Reduced 5.5%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
16,651
shares
|
$414,276
0.0% of portfolio
|
Q2 2024
Added 22.28%
|