Institutional Ownership Invesco Bulletshares 2025 Muni (BSMP)
This table provides information about the institutional ownership of Invesco Bulletshares 2025 Muni (BSMP). We have compiled data on the 129 institutions that hold shares in the stock, with a total of 7.01 Million shares, which have been reported (via 13F filing form) to have a value of $172 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
630,158
shares
|
$15.5 Million
0.0% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
365,731
shares
|
$8.99 Million
0.0% of portfolio
|
Q3 2024
Added 16.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
316,302
shares
|
$7.77 Million
0.0% of portfolio
|
Q3 2024
Added 13.9%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
291,602
shares
|
$7.17 Million
0.01% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
280,911
shares
|
$6.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 15.42%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
241,483
shares
|
$5.94 Million
0.0% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
218,212
shares
|
$5.36 Million
0.0% of portfolio
|
Q3 2024
Added 23.85%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
216,713
shares
|
$5.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
206,593
shares
|
$5.08 Million
0.0% of portfolio
|
Q3 2024
Added 31.31%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
205,599
shares
|
$5.05 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
182,746
shares
|
$4.49 Million
0.28% of portfolio
|
Q3 2024
Added 36.36%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
147,545
shares
|
$3.63 Million
0.05% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
143,501
shares
|
$3.53 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
136,644
shares
|
$3.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
127,435
shares
|
$3.13 Million
0.72% of portfolio
|
Q4 2024
Added 46.41%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
113,784
shares
|
$2.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
110,248
shares
|
$2.71 Million
0.0% of portfolio
|
Q3 2024
Added 44.69%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
106,671
shares
|
$2.62 Million
0.1% of portfolio
|
Q4 2024
Added 98.59%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
105,673
shares
|
$2.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.52%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
102,150
shares
|
$2.51 Million
0.2% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
91,973
shares
|
$2.26 Million
0.01% of portfolio
|
Q3 2024
Added 31.63%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
81,570
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Added 28.22%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
78,313
shares
|
$1.92 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
78,313
shares
|
$1.92 Million
0.22% of portfolio
|
Q1 2023
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
74,746
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2024
Added 22.22%
|