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 |
|---|---|---|---|---|---|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
10,949
shares
|
$267,046
0.03% of portfolio
|
Q4 2024
Added 11.96%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
10,915
shares
|
$266,216
0.01% of portfolio
|
Q4 2023
Reduced 7.81%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
10,824
shares
|
$263,997
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
10,779
shares
|
$262,899
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
10,615
shares
|
$258,899
0.22% of portfolio
|
Q1 2025
Reduced 20.22%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
10,565
shares
|
$257,680
0.02% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
10,450
shares
|
$254,875
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
10,264
shares
|
$250,338
0.0% of portfolio
|
Q4 2024
Added 19.49%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,194
shares
|
$248,631
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
10,184
shares
|
$248,387
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
10,146
shares
|
$247,460
0.0% of portfolio
|
Q2 2024
Added 8.84%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
10,088
shares
|
$246,046
0.03% of portfolio
|
Q1 2023
Added 0.18%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
10,000
shares
|
$243,900
0.04% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
9,953
shares
|
$242,753
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
8,976
shares
|
$218,924
0.0% of portfolio
|
Q4 2024
Added 33.18%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
8,903
shares
|
$217,144
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
8,813
shares
|
$214,949
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
8,705
shares
|
$212,314
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
8,377
shares
|
$204,315
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
8,200
shares
|
$199,998
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
7,360
shares
|
$179,510
0.03% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
7,113
shares
|
$173,486
0.14% of portfolio
|
Q1 2025
Reduced 61.62%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Feb 11, 2025 Q4 2024 |
6,840
shares
|
$166,827
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
4,740
shares
|
$115,608
0.0% of portfolio
|
Q4 2024
Added 116.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
3,800
shares
|
$92,682
0.0% of portfolio
|
Q4 2024
Added 1420.0%
|