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 |
|---|---|---|---|---|---|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
12,544
shares
|
$312,094
0.18% of portfolio
|
Q3 2024
Reduced 20.58%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
12,171
shares
|
$302,814
0.23% of portfolio
|
Q2 2024
Reduced 48.8%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
12,012
shares
|
$298,858
0.16% of portfolio
|
Q2 2024
Reduced 68.4%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
11,757
shares
|
$292,514
0.04% of portfolio
|
Q3 2024
Added 63.22%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
10,497
shares
|
$261,165
0.07% of portfolio
|
Q2 2024
Reduced 16.0%
|
|
|
Tlwm
San Antonio, TX |
Oct 07, 2024 Q3 2024 |
10,368
shares
|
$257,955
0.05% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
10,300
shares
|
$256,264
0.03% of portfolio
|
Q4 2023
Added 25.61%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
10,050
shares
|
$250,044
0.02% of portfolio
|
Q3 2024
Added 15.15%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
9,979
shares
|
$248,277
0.03% of portfolio
|
Q2 2024
Added 11.14%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Oct 22, 2024 Q3 2024 |
9,366
shares
|
$233,026
0.13% of portfolio
|
Q1 2024
Reduced 68.24%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,332
shares
|
$232,180
0.02% of portfolio
|
Q4 2023
Reduced 7.37%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
9,177
shares
|
$228,323
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
9,000
shares
|
$223,920
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
8,838
shares
|
$219,889
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
8,750
shares
|
$217,700
0.0% of portfolio
|
Q2 2024
Reduced 26.47%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
8,296
shares
|
$206,404
0.0% of portfolio
|
Q2 2024
Added 21.36%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
8,100
shares
|
$201,528
0.13% of portfolio
|
Q3 2024
Reduced 17.26%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
8,069
shares
|
$200,756
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
7,926
shares
|
$197,198
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
7,392
shares
|
$183,912
0.0% of portfolio
|
Q3 2024
Added 13.22%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
7,240
shares
|
$180,131
0.05% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
7,056
shares
|
$175,553
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
5,473
shares
|
$136,168
0.01% of portfolio
|
Q2 2024
Reduced 49.04%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
3,693
shares
|
$91,881
0.0% of portfolio
|
Q3 2024
Added 226.81%
|
|
|
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%
|