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 106 institutions that hold shares in the stock, with a total of 6.61 Million shares, which have been reported (via 13F filing form) to have a value of $153 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
865
shares
|
$19,964
0.0% of portfolio
|
Q1 2025
Added 99.77%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
700
shares
|
$16,155
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
431
shares
|
$9,947
0.0% of portfolio
|
Q2 2025
Reduced 92.85%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
295
shares
|
$6,808
0.0% of portfolio
|
Q2 2023
Reduced 99.28%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
213
shares
|
$4,916
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
|