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 109 institutions that hold shares in the stock, with a total of 5.6 Million shares, which have been reported (via 13F filing form) to have a value of $131 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
12,836
shares
|
$301,132
0.09% of portfolio
|
Q3 2025
Reduced 25.12%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
12,332
shares
|
$289,308
0.02% of portfolio
|
Q2 2025
Added 25.43%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
12,197
shares
|
$286,141
0.0% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
12,047
shares
|
$282,622
0.02% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
11,847
shares
|
$277,930
0.08% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
11,138
shares
|
$261,297
0.03% of portfolio
|
Q2 2025
Added 8.1%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
10,917
shares
|
$256,112
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
9,741
shares
|
$228,523
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
9,675
shares
|
$226,975
0.0% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
9,623
shares
|
$225,755
0.34% of portfolio
|
Q4 2022
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
9,236
shares
|
$216,676
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
8,875
shares
|
$208,207
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
8,790
shares
|
$206,213
0.17% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
8,643
shares
|
$202,764
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
8,535
shares
|
$200,231
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
7,730
shares
|
$181,345
0.1% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
7,498
shares
|
$175,903
0.0% of portfolio
|
Q3 2025
Added 418.18%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,353
shares
|
$172,501
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
|
$166,800
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
6,850
shares
|
$160,701
0.04% of portfolio
|
Q3 2025
Added 705.88%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
5,419
shares
|
$127,129
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
5,183
shares
|
$121,593
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
5,000
shares
|
$117,300
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
4,241
shares
|
$99,493
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,100
shares
|
$72,726
0.0% of portfolio
|
Q3 2025
New holding
|