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 99 institutions that hold shares in the stock, with a total of 6.22 Million shares, which have been reported (via 13F filing form) to have a value of $144 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
75,968
shares
|
$1.76 Million
0.01% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
69,334
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Added 19.06%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
65,960
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 49.6%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
65,917
shares
|
$1.53 Million
0.02% of portfolio
|
Q2 2025
Added 17.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
65,794
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Added 26.96%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
65,779
shares
|
$1.52 Million
0.11% of portfolio
|
Q2 2025
Added 9.19%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
58,900
shares
|
$1.36 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,493
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Added 313.1%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
48,095
shares
|
$1.11 Million
0.29% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
47,862
shares
|
$1.11 Million
0.07% of portfolio
|
Q2 2025
Added 14.68%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
40,015
shares
|
$926,347
0.0% of portfolio
|
Q3 2024
Added 11.88%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
38,190
shares
|
$884,098
0.12% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
37,262
shares
|
$862,615
0.02% of portfolio
|
Q2 2025
Added 74.33%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
34,280
shares
|
$793,582
0.01% of portfolio
|
Q2 2025
Added 13.6%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
34,267
shares
|
$793,281
0.01% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
28,668
shares
|
$663,664
0.12% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
28,555
shares
|
$661,048
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
27,821
shares
|
$644,056
0.04% of portfolio
|
Q3 2025
Added 93.87%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
26,155
shares
|
$605,488
0.03% of portfolio
|
Q2 2025
Added 20.31%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
25,791
shares
|
$597,061
0.0% of portfolio
|
Q2 2025
Added 46.32%
|
|
|
Tlwm
San Antonio, TX |
Oct 10, 2025 Q3 2025 |
23,026
shares
|
$533,051
0.1% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
22,955
shares
|
$531,408
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
22,830
shares
|
$528,514
0.14% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
22,698
shares
|
$525,458
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
22,085
shares
|
$511,267
0.07% of portfolio
|
Q2 2025
New holding
|