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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
83,409
shares
|
$2.04 Million
0.01% of portfolio
|
Q2 2025
Added 19.88%
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
83,356
shares
|
$2.04 Million
0.93% of portfolio
|
Q2 2025
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
78,313
shares
|
$1.92 Million
0.22% of portfolio
|
Q1 2023
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
77,108
shares
|
$1.89 Million
0.46% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
74,986
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2025
Added 16.97%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
69,972
shares
|
$1.72 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
67,026
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2025
Reduced 56.78%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
60,261
shares
|
$1.48 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
58,699
shares
|
$1.44 Million
0.06% of portfolio
|
Q2 2025
Reduced 39.26%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
53,422
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
Added 14.0%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
49,121
shares
|
$1.2 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
47,563
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.22%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
45,880
shares
|
$1.12 Million
0.24% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
45,374
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Added 11.73%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
44,786
shares
|
$1.1 Million
0.08% of portfolio
|
Q2 2025
Added 14.09%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
44,214
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
42,830
shares
|
$1.05 Million
0.1% of portfolio
|
Q2 2025
Reduced 34.92%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
41,999
shares
|
$1.03 Million
0.11% of portfolio
|
Q2 2025
Reduced 13.72%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
41,218
shares
|
$1.01 Million
0.27% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
40,068
shares
|
$982,066
0.0% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
37,939
shares
|
$929,884
0.41% of portfolio
|
Q2 2025
Reduced 25.65%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
35,354
shares
|
$866,526
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
|
$865,203
0.0% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
35,179
shares
|
$862,237
0.0% of portfolio
|
Q2 2025
Reduced 13.4%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,089
shares
|
$835,521
0.01% of portfolio
|
Q3 2023
Added 1.15%
|