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 120 institutions that hold shares in the stock, with a total of 6.81 Million shares, which have been reported (via 13F filing form) to have a value of $167 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
15,686
shares
|
$384,463
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
15,622
shares
|
$382,895
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Oct 22, 2024 Q3 2024 |
15,287
shares
|
$374,684
0.21% of portfolio
|
Q2 2024
Reduced 11.98%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
13,803
shares
|
$338,311
0.26% of portfolio
|
Q2 2024
Reduced 59.89%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
13,645
shares
|
$334,438
0.01% of portfolio
|
Q2 2024
Added 9.6%
|
|
|
River Street Advisors LLC
Aurora, IL |
Aug 13, 2024 Q2 2024 |
13,594
shares
|
$333,188
0.2% of portfolio
|
Q2 2024
Reduced 26.89%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
13,150
shares
|
$322,306
0.01% of portfolio
|
Q2 2024
Added 12.46%
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
13,115
shares
|
$321,448
0.14% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
12,342
shares
|
$302,502
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
11,603
shares
|
$284,389
0.01% of portfolio
|
Q2 2024
Added 31.15%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
11,024
shares
|
$270,198
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
11,023
shares
|
$270,173
0.0% of portfolio
|
Q2 2024
Reduced 78.31%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
10,915
shares
|
$267,526
0.01% of portfolio
|
Q4 2023
Reduced 7.81%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
10,865
shares
|
$266,301
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
10,764
shares
|
$263,825
0.0% of portfolio
|
Q3 2024
Reduced 26.88%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
10,450
shares
|
$256,129
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
10,194
shares
|
$249,854
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
10,184
shares
|
$249,609
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
10,146
shares
|
$248,678
0.0% of portfolio
|
Q2 2024
Added 8.84%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
10,101
shares
|
$247,575
0.0% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
10,088
shares
|
$247,256
0.03% of portfolio
|
Q1 2023
Added 0.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
10,083
shares
|
$247,134
0.0% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
9,779
shares
|
$239,683
0.03% of portfolio
|
Q2 2024
Reduced 5.81%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
9,529
shares
|
$233,555
0.02% of portfolio
|
Q3 2024
Added 1.75%
|