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 139 institutions that hold shares in the stock, with a total of 7.24 Million shares, which have been reported (via 13F filing form) to have a value of $178 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
78,313
shares
|
$1.92 Million
0.22% of portfolio
|
Q1 2023
New holding
|
|
|
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%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
70,070
shares
|
$1.72 Million
0.38% of portfolio
|
Q3 2025
Reduced 9.13%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
69,972
shares
|
$1.72 Million
0.0% 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%
|
|
|
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
|
$1.21 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
|
$1.13 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
|
$1.09 Million
0.07% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
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
|
$983,268
0.0% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
37,939
shares
|
$931,023
0.41% of portfolio
|
Q2 2025
Reduced 25.65%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
35,354
shares
|
$867,587
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
|
$866,262
0.0% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
35,179
shares
|
$863,292
0.0% of portfolio
|
Q2 2025
Reduced 13.4%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,089
shares
|
$836,544
0.01% of portfolio
|
Q3 2023
Added 1.15%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
33,942
shares
|
$832,936
0.03% of portfolio
|
Q2 2025
Reduced 11.28%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
33,869
shares
|
$831,145
0.15% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
33,004
shares
|
$809,918
0.0% of portfolio
|
Q4 2024
Added 32.44%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
32,536
shares
|
$798,433
0.01% of portfolio
|
Q2 2025
Reduced 0.61%
|