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 6.17 Million shares, which have been reported (via 13F filing form) to have a value of $141 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
20,031
shares
|
$458,309
0.0% of portfolio
|
Q2 2025
Reduced 15.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
19,764
shares
|
$452,200
0.0% of portfolio
|
Q2 2025
Added 79.07%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
19,429
shares
|
$444,535
0.01% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
18,717
shares
|
$428,244
0.12% of portfolio
|
Q1 2025
Added 32.58%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
17,648
shares
|
$403,786
0.11% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
17,465
shares
|
$399,599
0.13% of portfolio
|
Q4 2024
Added 99.14%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
17,350
shares
|
$396,968
0.0% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
16,557
shares
|
$378,824
0.13% of portfolio
|
Q2 2025
Reduced 46.77%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
16,246
shares
|
$371,708
0.01% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
15,420
shares
|
$352,809
0.31% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
15,230
shares
|
$348,462
0.03% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
15,203
shares
|
$347,844
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
14,667
shares
|
$335,580
0.17% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
14,491
shares
|
$331,554
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
14,350
shares
|
$328,328
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
13,288
shares
|
$304,029
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
12,837
shares
|
$293,710
0.08% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
12,526
shares
|
$286,594
0.02% of portfolio
|
Q2 2025
Added 25.56%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
11,338
shares
|
$259,413
0.02% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
11,158
shares
|
$255,295
0.0% of portfolio
|
Q2 2025
Added 27.53%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
10,642
shares
|
$243,488
0.12% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,636
shares
|
$243,351
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
9,785
shares
|
$223,880
0.0% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
9,632
shares
|
$220,380
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
9,528
shares
|
$218,000
0.12% of portfolio
|
Q2 2025
New holding
|