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 140 institutions that hold shares in the stock, with a total of 7.56 Million shares, which have been reported (via 13F filing form) to have a value of $185 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
18,605
shares
|
$456,008
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
17,594
shares
|
$431,228
0.01% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Aug 12, 2025 Q2 2025 |
17,580
shares
|
$430,885
0.4% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
17,328
shares
|
$424,709
0.33% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
17,228
shares
|
$422,258
0.18% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
17,205
shares
|
$421,694
0.0% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
16,537
shares
|
$405,321
0.31% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,880
shares
|
$389,218
0.01% of portfolio
|
Q2 2024
Added 1.22%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
15,744
shares
|
$385,885
0.0% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
15,622
shares
|
$382,895
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
15,569
shares
|
$381,596
0.13% of portfolio
|
Q2 2025
Reduced 53.54%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
15,022
shares
|
$368,189
0.0% of portfolio
|
Q2 2025
Reduced 29.46%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
14,943
shares
|
$366,252
0.16% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
14,425
shares
|
$353,556
0.04% of portfolio
|
Q2 2025
Reduced 65.14%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
14,123
shares
|
$346,154
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
14,123
shares
|
$346,154
0.08% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
13,832
shares
|
$339,022
0.19% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
13,572
shares
|
$332,649
0.0% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
13,274
shares
|
$325,345
0.23% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
12,629
shares
|
$309,536
0.0% of portfolio
|
Q2 2025
Added 103.89%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
12,418
shares
|
$304,365
0.01% of portfolio
|
Q2 2025
Reduced 24.74%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
12,342
shares
|
$302,502
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
12,257
shares
|
$300,419
0.15% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
11,777
shares
|
$288,654
0.02% of portfolio
|
Q2 2025
Added 24.93%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
11,595
shares
|
$284,193
0.0% of portfolio
|
Q2 2025
Added 23.34%
|