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 90 institutions that hold shares in the stock, with a total of 5.42 Million shares, which have been reported (via 13F filing form) to have a value of $122 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
57,710
shares
|
$1.3 Million
0.15% of portfolio
|
Q4 2024
Added 40.35%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
55,434
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Added 19.13%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
55,034
shares
|
$1.23 Million
0.14% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
52,132
shares
|
$1.17 Million
0.1% of portfolio
|
Q4 2024
Added 41.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,493
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Added 313.1%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
50,882
shares
|
$1.14 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
50,663
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
Added 108.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
50,351
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Added 9.34%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
48,342
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
43,319
shares
|
$972,078
0.3% of portfolio
|
Q4 2020
Reduced 78.52%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
40,015
shares
|
$897,936
0.0% of portfolio
|
Q3 2024
Added 11.88%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 02, 2025 Q4 2024 |
35,049
shares
|
$786,499
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
31,201
shares
|
$700,150
0.27% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
29,697
shares
|
$666,400
0.01% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
29,509
shares
|
$662,181
0.13% of portfolio
|
Q1 2025
Added 13.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
28,731
shares
|
$644,723
0.0% of portfolio
|
Q4 2024
Added 119.64%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
27,574
shares
|
$618,760
0.0% of portfolio
|
Q4 2024
Added 8.23%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
27,436
shares
|
$615,663
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
23,094
shares
|
$518,229
0.11% of portfolio
|
Q4 2024
Added 107.53%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
20,692
shares
|
$464,328
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
20,556
shares
|
$461,276
0.35% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
20,215
shares
|
$453,624
0.14% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
19,119
shares
|
$429,030
0.0% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
17,465
shares
|
$391,914
0.14% of portfolio
|
Q4 2024
Added 99.14%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
16,843
shares
|
$377,956
0.04% of portfolio
|
Q4 2024
New holding
|