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 |
|---|---|---|---|---|---|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
18,817
shares
|
$461,016
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
18,605
shares
|
$455,822
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 15, 2025 Q1 2025 |
17,922
shares
|
$439,089
0.2% of portfolio
|
Q1 2025
Added 15.72%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
17,694
shares
|
$433,503
0.01% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
17,477
shares
|
$428,186
0.01% of portfolio
|
Q1 2025
Added 488.85%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
17,328
shares
|
$424,536
0.37% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
17,210
shares
|
$421,645
0.0% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
16,500
shares
|
$404,250
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Apr 22, 2025 Q1 2025 |
16,427
shares
|
$402,461
0.35% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,880
shares
|
$389,060
0.01% of portfolio
|
Q2 2024
Added 1.22%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
15,724
shares
|
$385,238
0.0% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
15,622
shares
|
$382,739
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
15,593
shares
|
$382,028
0.1% of portfolio
|
Q1 2025
Added 53.11%
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
15,537
shares
|
$380,656
0.19% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
13,832
shares
|
$338,884
0.19% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
13,274
shares
|
$325,213
0.24% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
12,699
shares
|
$311,125
0.0% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
12,342
shares
|
$302,379
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
12,258
shares
|
$300,321
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
12,185
shares
|
$298,532
0.17% of portfolio
|
Q4 2024
Added 18.24%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
11,445
shares
|
$280,402
0.08% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
11,417
shares
|
$279,716
0.01% of portfolio
|
Q1 2025
Added 27.19%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
11,241
shares
|
$275,404
0.02% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
11,070
shares
|
$271,215
0.01% of portfolio
|
Q1 2025
Reduced 16.03%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
11,024
shares
|
$270,088
0.1% of portfolio
|
Q1 2024
New holding
|