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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,992
shares
|
$70,192
0.0% of portfolio
|
Q2 2025
Reduced 25.92%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
856
shares
|
$20,081
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
849
shares
|
$19,917
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
800
shares
|
$18,768
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
710
shares
|
$16,656
0.01% of portfolio
|
Q3 2025
Reduced 60.77%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
625
shares
|
$14,662
0.0% of portfolio
|
Q3 2025
Reduced 71.59%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
575
shares
|
$13,489
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
320
shares
|
$7,507
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|