Institutional Ownership Invesco Bulletshares 2029 Muni (BSMT)
This table provides information about the institutional ownership of Invesco Bulletshares 2029 Muni (BSMT). We have compiled data on the 106 institutions that hold shares in the stock, with a total of 6.61 Million shares, which have been reported (via 13F filing form) to have a value of $153 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
571,429
shares
|
$13.2 Million
0.82% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
551,537
shares
|
$12.7 Million
0.0% of portfolio
|
Q3 2025
Added 11.49%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
277,996
shares
|
$6.42 Million
0.48% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
247,954
shares
|
$5.72 Million
0.0% of portfolio
|
Q3 2025
Added 15.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
240,794
shares
|
$5.56 Million
0.0% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
240,369
shares
|
$5.55 Million
0.0% of portfolio
|
Q3 2025
Added 27.93%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
239,350
shares
|
$5.52 Million
0.0% of portfolio
|
Q3 2025
Added 10.4%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Nov 17, 2025 Q3 2025 |
206,991
shares
|
$4.78 Million
2.04% of portfolio
|
Q3 2025
Added 123.77%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
189,886
shares
|
$4.38 Million
1.36% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
178,254
shares
|
$4.11 Million
0.14% of portfolio
|
Q3 2025
Added 15.63%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
177,716
shares
|
$4.1 Million
0.08% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
165,026
shares
|
$3.81 Million
0.0% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
161,155
shares
|
$3.72 Million
0.0% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
156,288
shares
|
$3.61 Million
0.02% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
139,495
shares
|
$3.22 Million
0.71% of portfolio
|
Q3 2025
Added 17.74%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
139,032
shares
|
$3.21 Million
0.0% of portfolio
|
Q3 2025
Added 17.53%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
135,610
shares
|
$3.13 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
133,450
shares
|
$3.08 Million
0.0% of portfolio
|
Q3 2025
Added 19.36%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
128,810
shares
|
$2.97 Million
0.26% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
119,392
shares
|
$2.76 Million
0.52% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
116,874
shares
|
$2.7 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
107,260
shares
|
$2.48 Million
0.04% of portfolio
|
Q3 2025
Reduced 52.81%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
97,514
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
95,600
shares
|
$2.21 Million
0.01% of portfolio
|
Q3 2025
Added 62.31%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
88,482
shares
|
$2.04 Million
0.02% of portfolio
|
Q3 2025
Added 34.23%
|
|