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 112 institutions that hold shares in the stock, with a total of 5.08 Million shares, which have been reported (via 13F filing form) to have a value of $126 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
25,145
shares
|
$625,607
0.12% of portfolio
|
Q3 2024
Added 11.07%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
24,572
shares
|
$611,351
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
24,306
shares
|
$604,733
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
23,710
shares
|
$589,904
0.02% of portfolio
|
Q2 2024
Added 14.03%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
22,440
shares
|
$558,307
0.01% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
22,418
shares
|
$557,759
0.32% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
21,971
shares
|
$546,638
0.07% of portfolio
|
Q3 2024
Added 40.84%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
21,342
shares
|
$530,988
0.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
20,981
shares
|
$522,007
0.0% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
20,147
shares
|
$501,257
0.13% of portfolio
|
Q2 2024
Reduced 39.94%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
19,500
shares
|
$485,160
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
18,874
shares
|
$469,585
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
18,408
shares
|
$457,991
0.13% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
15,792
shares
|
$392,904
0.04% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
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%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
15,416
shares
|
$383,550
0.0% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
15,186
shares
|
$377,827
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
14,664
shares
|
$364,840
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
14,655
shares
|
$364,616
0.02% of portfolio
|
Q4 2023
Reduced 2.66%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
14,620
shares
|
$363,745
0.0% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
14,023
shares
|
$348,892
0.0% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
13,830
shares
|
$344,090
0.03% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
13,105
shares
|
$326,052
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
12,978
shares
|
$322,892
0.15% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
12,544
shares
|
$312,094
0.18% of portfolio
|
Q3 2024
Reduced 20.58%
|