Institutional Ownership Invesco Bulletshares 2024 Muni (BSMO)
This table provides information about the institutional ownership of Invesco Bulletshares 2024 Muni (BSMO). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 890,054 shares, which have been reported (via 13F filing form) to have a value of $22.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
105,144
shares
|
$2.62 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
92,715
shares
|
$2.31 Million
0.0% of portfolio
|
Q4 2024
Added 12.77%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
63,660
shares
|
$1.58 Million
0.18% of portfolio
|
Q1 2023
New holding
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
56,897
shares
|
$1.42 Million
0.43% of portfolio
|
Q4 2020
Reduced 77.8%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
50,720
shares
|
$1.26 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,279
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 48.41%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,040
shares
|
$846,915
0.01% of portfolio
|
Q3 2023
Added 4.23%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
27,899
shares
|
$694,127
1.06% of portfolio
|
Q4 2022
Added 35.74%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
22,175
shares
|
$551,714
0.02% of portfolio
|
Q4 2024
Reduced 11.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,539
shares
|
$386,610
0.0% of portfolio
|
Q3 2024
Reduced 22.43%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
10,497
shares
|
$261,165
0.07% of portfolio
|
Q2 2024
Reduced 16.0%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
10,300
shares
|
$256,264
0.03% of portfolio
|
Q4 2023
Added 25.61%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,332
shares
|
$232,180
0.02% of portfolio
|
Q4 2023
Reduced 7.37%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,927
shares
|
$72,823
0.0% of portfolio
|
Q2 2024
Added 7.41%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,434
shares
|
$35,677
0.03% of portfolio
|
Q4 2023
Added 0.14%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
396
shares
|
$9,852
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1
shares
|
$24
0.0% of portfolio
|
Q4 2024
Reduced 99.99%
|