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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
14,618
shares
|
$362,964
0.0% of portfolio
|
Q2 2024
Added 17.39%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
13,830
shares
|
$343,398
0.03% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
13,105
shares
|
$325,397
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
12,978
shares
|
$322,243
0.15% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
12,544
shares
|
$311,467
0.18% of portfolio
|
Q3 2024
Reduced 20.58%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
12,171
shares
|
$302,205
0.23% of portfolio
|
Q2 2024
Reduced 48.8%
|
|
|
River Street Advisors LLC
Aurora, IL |
Aug 13, 2024 Q2 2024 |
12,012
shares
|
$298,257
0.18% of portfolio
|
Q2 2024
Reduced 68.4%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
11,633
shares
|
$288,847
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
10,497
shares
|
$260,640
0.07% of portfolio
|
Q2 2024
Reduced 16.0%
|
|
|
Tlwm
San Antonio, TX |
Oct 07, 2024 Q3 2024 |
10,368
shares
|
$257,437
0.05% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
10,300
shares
|
$255,748
0.03% of portfolio
|
Q4 2023
Added 25.61%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
9,979
shares
|
$247,778
0.03% of portfolio
|
Q2 2024
Added 11.14%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Oct 22, 2024 Q3 2024 |
9,366
shares
|
$232,557
0.13% of portfolio
|
Q1 2024
Reduced 68.24%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,332
shares
|
$231,713
0.02% of portfolio
|
Q4 2023
Reduced 7.37%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
9,177
shares
|
$227,864
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
9,000
shares
|
$223,469
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
8,838
shares
|
$219,447
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
8,750
shares
|
$217,262
0.0% of portfolio
|
Q2 2024
Reduced 26.47%
|
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
8,728
shares
|
$216,716
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
8,296
shares
|
$205,989
0.0% of portfolio
|
Q2 2024
Added 21.36%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
8,100
shares
|
$201,123
0.13% of portfolio
|
Q3 2024
Reduced 17.26%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
8,069
shares
|
$200,353
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
7,926
shares
|
$196,802
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
7,392
shares
|
$183,543
0.0% of portfolio
|
Q3 2024
Added 13.22%
|
|
|
Claro Advisors LLC
Boston, MA |
Oct 17, 2024 Q3 2024 |
7,203
shares
|
$178,850
0.02% of portfolio
|
Q3 2024
Reduced 38.54%
|