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 137 institutions that hold shares in the stock, with a total of 7.94 Million shares, which have been reported (via 13F filing form) to have a value of $194 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
83,529
shares
|
$2.04 Million
0.57% of portfolio
|
Q1 2025
Added 26.03%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
78,313
shares
|
$1.91 Million
0.22% of portfolio
|
Q1 2023
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
78,313
shares
|
$1.91 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
74,746
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2024
Added 22.22%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
70,651
shares
|
$1.72 Million
0.14% of portfolio
|
Q4 2024
Added 252.94%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
67,138
shares
|
$1.64 Million
0.18% of portfolio
|
Q4 2024
Added 41.01%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
66,284
shares
|
$1.62 Million
0.12% of portfolio
|
Q4 2024
Reduced 17.6%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
65,808
shares
|
$1.61 Million
0.17% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
64,005
shares
|
$1.56 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
54,962
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
51,302
shares
|
$1.25 Million
0.38% of portfolio
|
Q4 2020
Reduced 83.03%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
51,028
shares
|
$1.24 Million
0.61% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
48,679
shares
|
$1.19 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
48,650
shares
|
$1.19 Million
0.13% of portfolio
|
Q2 2024
Reduced 2.01%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
48,012
shares
|
$1.17 Million
0.12% of portfolio
|
Q4 2024
Added 11.75%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
47,686
shares
|
$1.16 Million
0.01% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
47,377
shares
|
$1.16 Million
0.22% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
45,136
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Added 19.37%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
44,891
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Added 49.9%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
43,846
shares
|
$1.07 Million
0.07% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
43,552
shares
|
$1.06 Million
0.29% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
43,024
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
40,375
shares
|
$984,746
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
39,279
shares
|
$958,014
0.0% of portfolio
|
Q4 2024
Reduced 17.24%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
36,970
shares
|
$901,698
0.17% of portfolio
|
Q1 2025
Added 4.12%
|