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 140 institutions that hold shares in the stock, with a total of 7.56 Million shares, which have been reported (via 13F filing form) to have a value of $185 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
627,406
shares
|
$15.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
431,703
shares
|
$10.6 Million
0.0% of portfolio
|
Q2 2025
Added 7.83%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
312,416
shares
|
$7.66 Million
0.0% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
290,279
shares
|
$7.11 Million
0.0% of portfolio
|
Q2 2025
Added 7.07%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
267,949
shares
|
$6.57 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
213,595
shares
|
$5.24 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.55%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
206,652
shares
|
$5.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
205,342
shares
|
$5.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.19%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
193,682
shares
|
$4.75 Million
0.05% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
189,367
shares
|
$4.64 Million
0.0% of portfolio
|
Q2 2025
Reduced 31.78%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
189,175
shares
|
$4.64 Million
0.33% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
180,338
shares
|
$4.42 Million
0.11% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
175,492
shares
|
$4.3 Million
1.47% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
159,561
shares
|
$3.91 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.49%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
149,126
shares
|
$3.66 Million
0.02% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
148,620
shares
|
$3.64 Million
0.0% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
140,705
shares
|
$3.45 Million
0.71% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
117,878
shares
|
$2.89 Million
0.0% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
116,560
shares
|
$2.86 Million
0.21% of portfolio
|
Q2 2025
Added 16.31%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
114,183
shares
|
$2.8 Million
0.27% of portfolio
|
Q1 2025
Added 44.63%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
106,632
shares
|
$2.61 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
105,673
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.52%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
101,564
shares
|
$2.49 Million
0.0% of portfolio
|
Q2 2025
Added 37.77%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
93,899
shares
|
$2.3 Million
0.15% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
87,334
shares
|
$2.14 Million
0.02% of portfolio
|
Q2 2025
Added 0.67%
|