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 7.27 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 |
|---|---|---|---|---|---|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
32,050
shares
|
$786,507
0.15% of portfolio
|
Q3 2025
Added 8.16%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
32,042
shares
|
$786,310
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
32,009
shares
|
$785,500
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
31,596
shares
|
$775,365
0.03% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
31,314
shares
|
$768,445
0.27% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
30,231
shares
|
$741,868
0.18% of portfolio
|
Q2 2025
Reduced 10.25%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
29,864
shares
|
$732,862
0.06% of portfolio
|
Q2 2025
Added 187.4%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
28,084
shares
|
$689,181
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
27,496
shares
|
$674,751
0.06% of portfolio
|
Q3 2025
Reduced 35.8%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
27,270
shares
|
$669,205
0.01% of portfolio
|
Q2 2025
Reduced 51.92%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
26,314
shares
|
$645,745
0.27% of portfolio
|
Q2 2025
Added 12.1%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
25,178
shares
|
$617,868
0.0% of portfolio
|
Q2 2025
Added 46.3%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
24,396
shares
|
$598,677
0.39% of portfolio
|
Q2 2025
Reduced 27.68%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
23,330
shares
|
$572,518
0.87% of portfolio
|
Q4 2022
Added 47.72%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
22,504
shares
|
$552,248
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
22,066
shares
|
$541,499
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Tlwm
San Antonio, TX |
Oct 10, 2025 Q3 2025 |
21,513
shares
|
$527,929
0.1% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
20,818
shares
|
$510,873
0.01% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
20,380
shares
|
$500,125
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Aug 05, 2025 Q2 2025 |
20,000
shares
|
$490,800
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
19,686
shares
|
$483,094
0.11% of portfolio
|
Q2 2025
Reduced 39.64%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
19,455
shares
|
$477,425
0.04% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
18,605
shares
|
$456,566
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
17,815
shares
|
$437,180
0.14% of portfolio
|
Q3 2025
Reduced 89.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
17,594
shares
|
$431,756
0.01% of portfolio
|
Q2 2025
Added 0.67%
|