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 114 institutions that hold shares in the stock, with a total of 5.14 Million shares, which have been reported (via 13F filing form) to have a value of $128 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
51,299
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
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
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
47,857
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
47,019
shares
|
$1.17 Million
0.22% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
47,008
shares
|
$1.17 Million
0.42% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
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%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
42,859
shares
|
$1.07 Million
0.4% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
42,249
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
42,141
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2024
Reduced 25.28%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
41,186
shares
|
$1.02 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
40,097
shares
|
$996,811
0.01% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
40,075
shares
|
$996,264
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
39,596
shares
|
$984,356
0.26% of portfolio
|
Q3 2024
Added 14.57%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
38,981
shares
|
$969,067
0.72% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
38,067
shares
|
$946,345
0.07% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
37,226
shares
|
$925,438
0.0% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
36,380
shares
|
$904,406
0.2% of portfolio
|
Q3 2024
Added 9.36%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
35,509
shares
|
$882,753
0.26% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,040
shares
|
$846,234
0.01% of portfolio
|
Q3 2023
Added 4.23%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
32,947
shares
|
$819,062
0.0% of portfolio
|
Q3 2024
Added 23.63%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
32,642
shares
|
$811,480
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
32,235
shares
|
$801,362
0.09% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
31,014
shares
|
$771,008
0.38% of portfolio
|
Q3 2024
Reduced 21.13%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
30,987
shares
|
$770,336
0.02% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
30,776
shares
|
$765,091
0.14% of portfolio
|
Q3 2024
Added 0.64%
|