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 |
|---|---|---|---|---|---|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
9,507
shares
|
$217,520
0.0% of portfolio
|
Q2 2025
Reduced 95.38%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
9,310
shares
|
$213,012
0.17% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
9,062
shares
|
$207,338
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
9,020
shares
|
$206,377
0.0% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
8,650
shares
|
$197,912
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
7,185
shares
|
$164,392
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
5,514
shares
|
$126,160
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
5,224
shares
|
$119,525
0.0% of portfolio
|
Q2 2025
Reduced 63.45%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
4,734
shares
|
$108,313
0.0% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
4,634
shares
|
$106,025
0.06% of portfolio
|
Q1 2025
Reduced 14.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,892
shares
|
$89,048
0.0% of portfolio
|
Q1 2025
Added 11.2%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,197
shares
|
$73,147
0.0% of portfolio
|
Q2 2024
Added 5.06%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,060
shares
|
$70,012
0.0% of portfolio
|
Q2 2025
Reduced 25.69%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,125
shares
|
$48,620
0.0% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,482
shares
|
$33,908
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
1,200
shares
|
$27,456
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,200
shares
|
$27,456
0.0% of portfolio
|
N/A
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
865
shares
|
$19,791
0.0% of portfolio
|
Q1 2025
Added 99.77%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
700
shares
|
$16,016
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
431
shares
|
$9,861
0.0% of portfolio
|
Q2 2025
Reduced 92.85%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
295
shares
|
$6,749
0.0% of portfolio
|
Q2 2023
Reduced 99.28%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
293
shares
|
$6,703
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
213
shares
|
$4,873
0.0% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|