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 105 institutions that hold shares in the stock, with a total of 5.44 Million shares, which have been reported (via 13F filing form) to have a value of $128 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
20,016
shares
|
$469,175
0.33% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
19,993
shares
|
$468,635
0.0% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
19,813
shares
|
$464,416
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
19,549
shares
|
$458,228
0.2% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
19,218
shares
|
$450,469
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
18,986
shares
|
$445,031
0.15% of portfolio
|
Q2 2025
Reduced 45.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
18,435
shares
|
$432,116
0.01% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
17,166
shares
|
$402,371
0.3% of portfolio
|
Q2 2024
Added 1.07%
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
17,142
shares
|
$401,808
0.13% of portfolio
|
Q2 2024
Added 33.54%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
16,785
shares
|
$393,440
0.2% of portfolio
|
Q2 2024
Added 49.67%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,309
shares
|
$382,282
0.0% of portfolio
|
Q3 2024
Added 18.48%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
16,192
shares
|
$379,540
0.0% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
16,140
shares
|
$378,321
0.0% of portfolio
|
Q2 2025
Added 51.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
16,015
shares
|
$375,391
0.0% of portfolio
|
Q2 2025
Added 13.61%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
15,376
shares
|
$360,413
0.08% of portfolio
|
Q1 2025
Added 61.39%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
15,376
shares
|
$360,413
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
15,190
shares
|
$356,053
0.31% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
15,125
shares
|
$354,530
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
15,048
shares
|
$352,725
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
14,786
shares
|
$346,583
0.17% of portfolio
|
Q2 2025
Added 16.33%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
14,256
shares
|
$334,160
0.07% of portfolio
|
Q2 2025
Added 22.84%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
13,914
shares
|
$326,144
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
13,083
shares
|
$306,665
0.0% of portfolio
|
Q1 2025
Reduced 45.27%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
12,332
shares
|
$289,062
0.02% of portfolio
|
Q2 2025
Added 25.43%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
12,197
shares
|
$285,897
0.0% of portfolio
|
Q2 2025
Added 3.68%
|