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 |
|---|---|---|---|---|---|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
12,047
shares
|
$282,381
0.02% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
11,847
shares
|
$277,693
0.08% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
11,138
shares
|
$261,074
0.03% of portfolio
|
Q2 2025
Added 8.1%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
11,070
shares
|
$259,480
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
10,917
shares
|
$255,894
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
9,675
shares
|
$226,782
0.0% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
9,623
shares
|
$225,563
0.34% of portfolio
|
Q4 2022
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
9,236
shares
|
$216,491
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
8,790
shares
|
$206,037
0.17% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
8,643
shares
|
$202,591
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
8,535
shares
|
$200,060
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
7,730
shares
|
$181,191
0.1% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,353
shares
|
$172,354
0.0% of portfolio
|
Q2 2024
Added 2.31%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
7,110
shares
|
$166,658
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
5,419
shares
|
$127,021
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
5,183
shares
|
$121,489
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
5,000
shares
|
$117,200
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
4,241
shares
|
$99,409
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,992
shares
|
$70,132
0.0% of portfolio
|
Q2 2025
Reduced 25.92%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,200
shares
|
$51,568
0.01% of portfolio
|
Q2 2025
Reduced 66.02%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
1,810
shares
|
$42,426
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,447
shares
|
$33,917
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
856
shares
|
$20,064
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
850
shares
|
$19,924
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
849
shares
|
$19,900
0.0% of portfolio
|
Q1 2025
New holding
|