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 |
---|---|---|---|---|---|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
8,069
shares
|
$200,756
0.01% of portfolio
|
Q2 2024
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
7,926
shares
|
$197,198
0.01% of portfolio
|
Q4 2022
New holding
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 29, 2024 Q2 2024 |
7,056
shares
|
$175,553
0.0% of portfolio
|
Q1 2024
New holding
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
6,570
shares
|
$163,461
0.06% of portfolio
|
Q2 2024
Added 13.77%
|
|
First Command Advisory Services, Inc.
|
Jul 26, 2024 Q2 2024 |
6,529
shares
|
$162,441
0.0% of portfolio
|
Q2 2024
Added 194.23%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
5,473
shares
|
$136,168
0.01% of portfolio
|
Q2 2024
Reduced 49.04%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,927
shares
|
$72,823
0.0% of portfolio
|
Q2 2024
Added 7.41%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
2,903
shares
|
$72,226
0.0% of portfolio
|
Q2 2024
Added 0.66%
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,434
shares
|
$35,677
0.03% of portfolio
|
Q4 2023
Added 0.14%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
1,130
shares
|
$28,114
0.0% of portfolio
|
Q2 2024
New holding
|
|
Chris Bulman Inc
Roseville, CA |
Aug 06, 2024 Q2 2024 |
792
shares
|
$19,704
0.01% of portfolio
|
Q2 2024
New holding
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
600
shares
|
$14,928
0.01% of portfolio
|
Q1 2024
Reduced 83.64%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
594
shares
|
$14,778
0.0% of portfolio
|
Q2 2022
Reduced 71.63%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
544
shares
|
$13,534
0.0% of portfolio
|
Q2 2024
Reduced 59.55%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
396
shares
|
$9,852
0.0% of portfolio
|
Q1 2024
New holding
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
330
shares
|
$8,210
0.0% of portfolio
|
Q1 2024
Reduced 94.04%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
250
shares
|
$6,220
0.0% of portfolio
|
Q4 2023
New holding
|
|
Davis Capital Management
Jacksonville, FL |
Jul 02, 2024 Q2 2024 |
165
shares
|
$4,105
0.0% of portfolio
|
Q4 2023
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
1
shares
|
$24
0.0% of portfolio
|
Q2 2024
Reduced 99.46%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|