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 |
|---|---|---|---|---|---|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
10,949
shares
|
$268,250
0.03% of portfolio
|
Q4 2024
Added 11.96%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
10,779
shares
|
$264,085
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
10,615
shares
|
$260,067
0.22% of portfolio
|
Q1 2025
Reduced 20.22%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
10,546
shares
|
$258,377
0.0% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
10,507
shares
|
$257,421
0.04% of portfolio
|
Q1 2025
Reduced 18.93%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
10,450
shares
|
$256,025
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
10,391
shares
|
$254,579
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
10,194
shares
|
$249,753
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
10,088
shares
|
$247,156
0.03% of portfolio
|
Q1 2023
Added 0.18%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
10,000
shares
|
$245,000
0.04% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
9,996
shares
|
$244,902
0.0% of portfolio
|
Q1 2025
Reduced 34.59%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
9,977
shares
|
$244,436
0.01% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
9,965
shares
|
$244,142
0.01% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
9,686
shares
|
$237,307
0.01% of portfolio
|
Q1 2025
Reduced 38.25%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
9,427
shares
|
$230,961
0.02% of portfolio
|
Q1 2025
Reduced 10.77%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
9,415
shares
|
$230,667
0.01% of portfolio
|
Q1 2025
Reduced 13.74%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
9,401
shares
|
$230,324
0.0% of portfolio
|
Q1 2025
Reduced 45.51%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
8,813
shares
|
$215,918
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
8,705
shares
|
$213,272
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
8,392
shares
|
$205,604
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
8,319
shares
|
$203,815
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
8,200
shares
|
$200,900
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
7,360
shares
|
$180,320
0.03% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
7,113
shares
|
$174,268
0.14% of portfolio
|
Q1 2025
Reduced 61.62%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
May 07, 2025 Q1 2025 |
6,840
shares
|
$167,580
0.01% of portfolio
|
Q3 2024
New holding
|