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 |
|---|---|---|---|---|---|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
36,970
shares
|
$905,765
0.17% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
35,354
shares
|
$866,173
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
|
$864,850
0.0% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,089
shares
|
$835,180
0.01% of portfolio
|
Q3 2023
Added 1.15%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
33,732
shares
|
$826,434
0.6% of portfolio
|
Q1 2025
Added 26.42%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
33,685
shares
|
$825,282
0.22% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
33,507
shares
|
$820,921
0.31% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
33,004
shares
|
$808,598
0.0% of portfolio
|
Q4 2024
Added 32.44%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
32,735
shares
|
$802,007
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
May 13, 2025 Q1 2025 |
32,616
shares
|
$799,092
0.23% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
32,009
shares
|
$784,220
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
31,967
shares
|
$783,191
0.0% of portfolio
|
Q1 2025
Reduced 25.7%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
31,596
shares
|
$774,102
0.04% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
31,356
shares
|
$768,222
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
29,621
shares
|
$725,714
0.18% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
28,311
shares
|
$693,619
0.04% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Masso Torrence Wealth Management Inc.
|
Apr 22, 2025 Q1 2025 |
25,036
shares
|
$613,382
0.35% of portfolio
|
Q4 2024
Added 19.02%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
23,585
shares
|
$577,832
0.01% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
23,474
shares
|
$575,113
0.28% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
23,330
shares
|
$571,585
0.87% of portfolio
|
Q4 2022
Added 47.72%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
21,694
shares
|
$531,503
0.11% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
21,297
shares
|
$521,776
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
20,003
shares
|
$490,073
0.01% of portfolio
|
Q1 2025
Reduced 38.16%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
20,000
shares
|
$490,000
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
May 15, 2025 Q1 2025 |
19,416
shares
|
$475,692
0.04% of portfolio
|
Q1 2025
Added 2.16%
|