Institutional Ownership Invesco Bulletshares 2028 Muni (BSMS)
This table provides information about the institutional ownership of Invesco Bulletshares 2028 Muni (BSMS). We have compiled data on the 84 institutions that hold shares in the stock, with a total of 3.52 Million shares, which have been reported (via 13F filing form) to have a value of $82.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
12,958
shares
|
$303,476
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
12,710
shares
|
$297,668
0.16% of portfolio
|
Q4 2024
Added 18.29%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
12,508
shares
|
$292,937
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
11,950
shares
|
$279,869
0.01% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
11,847
shares
|
$277,456
0.11% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
11,794
shares
|
$276,215
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
11,593
shares
|
$271,508
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
11,566
shares
|
$270,875
0.0% of portfolio
|
Q3 2024
Added 12.44%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
11,170
shares
|
$261,601
0.02% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
11,112
shares
|
$260,243
0.0% of portfolio
|
Q3 2024
Reduced 10.3%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
10,380
shares
|
$243,099
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
10,096
shares
|
$236,448
0.0% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
9,623
shares
|
$225,370
0.34% of portfolio
|
Q4 2022
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
9,527
shares
|
$223,122
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
8,635
shares
|
$202,231
0.0% of portfolio
|
Q3 2024
Added 97.78%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
8,579
shares
|
$200,920
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
8,535
shares
|
$199,889
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
8,530
shares
|
$199,772
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
8,491
shares
|
$198,859
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,353
shares
|
$172,207
0.0% of portfolio
|
Q2 2024
Added 2.31%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
7,110
shares
|
$166,516
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
6,572
shares
|
$153,916
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
5,750
shares
|
$134,665
0.0% of portfolio
|
Q3 2024
Added 374.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,039
shares
|
$94,593
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,650
shares
|
$85,483
0.01% of portfolio
|
Q4 2024
New holding
|