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 72 institutions that hold shares in the stock, with a total of 4.2 Million shares, which have been reported (via 13F filing form) to have a value of $96.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
41,118
shares
|
$942,013
0.12% of portfolio
|
Q3 2024
Added 49.31%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
40,495
shares
|
$927,740
0.0% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
40,015
shares
|
$916,743
0.0% of portfolio
|
Q3 2024
Added 11.88%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
36,717
shares
|
$841,186
0.06% of portfolio
|
Q3 2024
Added 12.23%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
31,079
shares
|
$712,019
0.26% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
27,673
shares
|
$633,988
0.01% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
26,015
shares
|
$596,003
0.11% of portfolio
|
Q4 2024
Added 33.03%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
25,478
shares
|
$583,700
0.0% of portfolio
|
Q3 2024
Added 86.41%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
25,251
shares
|
$578,500
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
24,351
shares
|
$557,881
0.01% of portfolio
|
Q3 2024
Added 21.69%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
23,094
shares
|
$529,083
0.11% of portfolio
|
Q4 2024
Added 107.53%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
20,692
shares
|
$474,053
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
20,556
shares
|
$470,937
0.36% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
20,440
shares
|
$468,280
0.14% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
18,639
shares
|
$427,019
0.0% of portfolio
|
Q3 2024
Reduced 33.22%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
18,425
shares
|
$422,116
0.01% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
17,465
shares
|
$400,123
0.14% of portfolio
|
Q4 2024
Added 99.14%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
16,339
shares
|
$374,326
0.02% of portfolio
|
Q3 2024
Added 38.22%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
15,626
shares
|
$357,991
0.24% of portfolio
|
Q4 2024
Reduced 34.8%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
15,489
shares
|
$354,852
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
15,203
shares
|
$348,300
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
14,948
shares
|
$342,458
0.0% of portfolio
|
Q3 2024
Reduced 22.07%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
14,491
shares
|
$331,988
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
13,255
shares
|
$303,672
0.12% of portfolio
|
Q3 2024
Added 19.47%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
13,081
shares
|
$299,685
0.0% of portfolio
|
Q3 2024
Added 8.84%
|