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 94 institutions that hold shares in the stock, with a total of 5.47 Million shares, which have been reported (via 13F filing form) to have a value of $134 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
51,324
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
50,019
shares
|
$1.23 Million
0.29% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
47,563
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.22%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
45,809
shares
|
$1.12 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
42,721
shares
|
$1.05 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
42,424
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
40,020
shares
|
$981,690
0.01% of portfolio
|
Q3 2025
Reduced 11.8%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
38,372
shares
|
$941,265
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
37,800
shares
|
$927,234
0.0% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
35,300
shares
|
$865,909
0.0% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
34,333
shares
|
$842,188
0.0% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,089
shares
|
$836,203
0.01% of portfolio
|
Q3 2023
Added 1.15%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
34,078
shares
|
$835,933
0.03% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
34,007
shares
|
$834,191
0.0% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
33,004
shares
|
$809,588
0.0% of portfolio
|
Q4 2024
Added 32.44%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
32,009
shares
|
$785,180
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
31,487
shares
|
$772,376
0.0% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
31,314
shares
|
$768,132
0.27% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
29,864
shares
|
$732,563
0.06% of portfolio
|
Q2 2025
Added 187.4%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
25,480
shares
|
$625,024
0.02% of portfolio
|
Q3 2025
Reduced 19.36%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
24,661
shares
|
$604,934
0.0% of portfolio
|
Q3 2025
Added 95.27%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
24,547
shares
|
$602,137
0.34% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
24,503
shares
|
$601,058
0.24% of portfolio
|
Q3 2025
Reduced 35.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
23,601
shares
|
$578,932
0.0% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
23,330
shares
|
$572,284
0.87% of portfolio
|
Q4 2022
Added 47.72%
|
|