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 140 institutions that hold shares in the stock, with a total of 7.56 Million shares, which have been reported (via 13F filing form) to have a value of $185 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
11,417
shares
|
$279,830
0.01% of portfolio
|
Q1 2025
Added 27.19%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
11,075
shares
|
$271,448
0.14% of portfolio
|
Q2 2025
Reduced 55.76%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
11,024
shares
|
$270,198
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
10,949
shares
|
$268,359
0.03% of portfolio
|
Q4 2024
Added 11.96%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
10,779
shares
|
$264,193
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
10,690
shares
|
$262,011
0.02% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
10,615
shares
|
$260,173
0.22% of portfolio
|
Q1 2025
Reduced 20.22%
|
|
|
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, 2025 Q2 2025 |
10,194
shares
|
$249,854
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
10,088
shares
|
$247,256
0.03% of portfolio
|
Q1 2023
Added 0.18%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
10,065
shares
|
$246,693
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
10,000
shares
|
$245,100
0.04% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
9,996
shares
|
$245,001
0.0% of portfolio
|
Q1 2025
Reduced 34.59%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
9,912
shares
|
$242,943
0.01% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
9,722
shares
|
$238,286
0.0% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
9,720
shares
|
$238,237
0.07% of portfolio
|
Q2 2025
Reduced 15.07%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
9,686
shares
|
$237,403
0.01% of portfolio
|
Q1 2025
Reduced 38.25%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
9,415
shares
|
$230,761
0.01% of portfolio
|
Q1 2025
Reduced 13.74%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
9,000
shares
|
$220,590
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
8,813
shares
|
$216,006
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
8,406
shares
|
$206,031
0.0% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
8,200
shares
|
$200,982
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
7,360
shares
|
$180,393
0.03% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
7,113
shares
|
$174,339
0.14% of portfolio
|
Q1 2025
Reduced 61.62%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
6,840
shares
|
$167,648
0.01% of portfolio
|
Q3 2024
New holding
|