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 141 institutions that hold shares in the stock, with a total of 7.87 Million shares, which have been reported (via 13F filing form) to have a value of $193 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
|
$2.05 Million
0.57% of portfolio
|
Q1 2025
Added 26.03%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
83,441
shares
|
$2.04 Million
0.15% of portfolio
|
Q1 2025
Added 18.1%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
78,313
shares
|
$1.92 Million
0.22% of portfolio
|
Q1 2023
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
73,720
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
Added 87.68%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
69,576
shares
|
$1.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 29.97%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
65,808
shares
|
$1.61 Million
0.17% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
64,105
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2025
Added 16.64%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
62,211
shares
|
$1.52 Million
0.11% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
61,151
shares
|
$1.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.19%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
56,720
shares
|
$1.39 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.38%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
52,572
shares
|
$1.29 Million
0.24% of portfolio
|
Q1 2025
Added 10.97%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
51,028
shares
|
$1.25 Million
0.61% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
49,755
shares
|
$1.22 Million
0.34% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
48,679
shares
|
$1.19 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
46,861
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
44,712
shares
|
$1.1 Million
0.31% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
43,846
shares
|
$1.07 Million
0.07% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
43,316
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
41,375
shares
|
$1.01 Million
0.11% of portfolio
|
Q1 2025
Reduced 14.95%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
41,127
shares
|
$1.01 Million
0.39% of portfolio
|
Q1 2025
Added 20.84%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
40,621
shares
|
$995,214
0.0% of portfolio
|
Q1 2025
Added 52.75%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
40,612
shares
|
$994,994
0.01% of portfolio
|
Q1 2025
Added 76.8%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
40,375
shares
|
$989,187
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
39,256
shares
|
$961,772
0.09% of portfolio
|
Q1 2025
Reduced 18.24%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
38,257
shares
|
$937,296
0.04% of portfolio
|
Q1 2025
New holding
|