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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,922
shares
|
$72,640
0.0% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,613
shares
|
$64,959
0.0% of portfolio
|
Q3 2024
Reduced 97.01%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
2,008
shares
|
$49,918
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,434
shares
|
$35,649
0.03% of portfolio
|
Q4 2023
Added 0.14%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
903
shares
|
$22,448
0.0% of portfolio
|
Q3 2024
Added 52.02%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
544
shares
|
$13,523
0.0% of portfolio
|
Q2 2024
Reduced 59.55%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
427
shares
|
$10,615
0.0% of portfolio
|
Q3 2024
Reduced 97.89%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
396
shares
|
$9,844
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
375
shares
|
$9,322
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
330
shares
|
$8,203
0.0% of portfolio
|
Q1 2024
Reduced 94.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
250
shares
|
$6,215
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
165
shares
|
$4,101
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
62
shares
|
$1,541
0.0% of portfolio
|
Q3 2024
Added 6100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|