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 |
|---|---|---|---|---|---|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
2,120
shares
|
$49,650
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
1,810
shares
|
$42,390
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,435
shares
|
$33,607
0.0% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,284
shares
|
$30,071
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
856
shares
|
$20,047
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
850
shares
|
$19,907
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
650
shares
|
$15,223
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
575
shares
|
$13,466
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
355
shares
|
$8,314
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|