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 136 institutions that hold shares in the stock, with a total of 7.74 Million shares, which have been reported (via 13F filing form) to have a value of $190 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
34,807
shares
|
$855,904
0.32% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,089
shares
|
$838,248
0.01% of portfolio
|
Q3 2023
Added 1.15%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
34,034
shares
|
$836,896
0.35% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
33,477
shares
|
$823,199
0.04% of portfolio
|
Q4 2024
Added 9.6%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
33,004
shares
|
$811,568
0.0% of portfolio
|
Q4 2024
Added 32.44%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
32,730
shares
|
$804,830
0.01% of portfolio
|
Q4 2024
Added 9.49%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
32,616
shares
|
$802,027
0.27% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
32,347
shares
|
$795,412
0.01% of portfolio
|
Q4 2024
Reduced 32.55%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
32,009
shares
|
$787,101
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
30,635
shares
|
$753,314
0.19% of portfolio
|
Q2 2024
Reduced 7.66%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
29,130
shares
|
$716,306
0.19% of portfolio
|
Q4 2024
Reduced 27.4%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
27,968
shares
|
$687,733
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
26,682
shares
|
$656,110
0.48% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
26,593
shares
|
$653,921
0.0% of portfolio
|
Q4 2024
Added 44.8%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
25,909
shares
|
$637,102
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
25,036
shares
|
$615,635
0.35% of portfolio
|
Q4 2024
Added 19.02%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
24,105
shares
|
$592,741
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
23,330
shares
|
$573,684
0.87% of portfolio
|
Q4 2022
Added 47.72%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
22,971
shares
|
$564,856
0.01% of portfolio
|
Q4 2024
Added 127.41%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
21,579
shares
|
$530,627
0.1% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
21,297
shares
|
$523,693
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
20,000
shares
|
$491,800
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
19,006
shares
|
$467,357
0.04% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
18,605
shares
|
$457,496
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
18,533
shares
|
$455,726
0.37% of portfolio
|
Q4 2024
Reduced 7.22%
|