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 123 institutions that hold shares in the stock, with a total of 6.79 Million shares, which have been reported (via 13F filing form) to have a value of $167 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
68,165
shares
|
$1.67 Million
0.07% of portfolio
|
Q3 2024
Added 72.19%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
67,805
shares
|
$1.67 Million
0.05% of portfolio
|
Q2 2024
Reduced 3.07%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
64,181
shares
|
$1.58 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
63,891
shares
|
$1.57 Million
0.52% of portfolio
|
Q3 2024
Added 20.72%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
54,123
shares
|
$1.33 Million
0.66% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
53,715
shares
|
$1.32 Million
0.05% of portfolio
|
Q3 2024
Added 11.14%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
52,774
shares
|
$1.3 Million
0.14% of portfolio
|
Q3 2024
Added 62.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
51,875
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
51,302
shares
|
$1.26 Million
0.38% of portfolio
|
Q4 2020
Reduced 83.03%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
48,650
shares
|
$1.19 Million
0.12% of portfolio
|
Q2 2024
Reduced 2.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
47,955
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
Added 34.37%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
47,611
shares
|
$1.17 Million
0.15% of portfolio
|
Q3 2024
Added 52.33%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
47,463
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 83.78%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
47,128
shares
|
$1.16 Million
0.22% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
46,310
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
45,433
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
42,962
shares
|
$1.06 Million
0.08% of portfolio
|
Q3 2024
Added 7.52%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
40,739
shares
|
$1 Million
0.27% of portfolio
|
Q3 2024
Added 17.12%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
40,123
shares
|
$985,420
0.28% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
37,903
shares
|
$930,897
0.01% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
37,813
shares
|
$928,687
0.0% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
36,908
shares
|
$906,460
0.32% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
36,450
shares
|
$895,212
0.32% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
35,354
shares
|
$868,294
0.0% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
35,300
shares
|
$866,968
0.0% of portfolio
|
Q3 2024
Added 10.86%
|