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 137 institutions that hold shares in the stock, with a total of 7.94 Million shares, which have been reported (via 13F filing form) to have a value of $194 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
19,006
shares
|
$463,556
0.04% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Mar 19, 2025 Q4 2024 |
18,817
shares
|
$458,946
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
18,605
shares
|
$453,775
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 15, 2025 Q1 2025 |
17,922
shares
|
$437,117
0.2% of portfolio
|
Q1 2025
Added 15.72%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
17,328
shares
|
$422,629
0.32% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
17,252
shares
|
$420,776
0.01% of portfolio
|
Q4 2024
Added 48.69%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
16,648
shares
|
$406,044
0.01% of portfolio
|
Q4 2024
Added 13.43%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Apr 22, 2025 Q1 2025 |
16,427
shares
|
$400,654
0.35% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
16,005
shares
|
$390,361
0.0% of portfolio
|
Q4 2024
Reduced 20.93%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,880
shares
|
$387,313
0.01% of portfolio
|
Q2 2024
Added 1.22%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
15,852
shares
|
$386,630
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
15,686
shares
|
$382,581
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
15,622
shares
|
$381,020
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
15,537
shares
|
$378,947
0.19% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
15,283
shares
|
$372,752
0.0% of portfolio
|
Q4 2024
Reduced 28.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
14,686
shares
|
$358,191
0.0% of portfolio
|
Q4 2024
Added 34.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
13,665
shares
|
$333,289
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
13,274
shares
|
$323,752
0.24% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
13,183
shares
|
$321,533
0.01% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
12,960
shares
|
$316,094
0.05% of portfolio
|
Q4 2024
Added 46.09%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
12,342
shares
|
$301,021
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
12,185
shares
|
$297,192
0.16% of portfolio
|
Q4 2024
Added 18.24%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
11,488
shares
|
$280,192
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
11,075
shares
|
$270,119
0.08% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
11,024
shares
|
$268,875
0.1% of portfolio
|
Q1 2024
New holding
|