Institutional Ownership Invesco Bulletshares 2025 Muni (BSMP)
This table provides information about the institutional ownership of Invesco Bulletshares 2025 Muni (BSMP). We have compiled data on the 141 institutions that hold shares in the stock, with a total of 7.87 Million shares, which have been reported (via 13F filing form) to have a value of $192 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
695,395
shares
|
$17 Million
0.0% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
400,357
shares
|
$9.79 Million
0.0% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
288,785
shares
|
$7.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.54%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
277,967
shares
|
$6.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
277,574
shares
|
$6.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.5%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
271,101
shares
|
$6.63 Million
0.0% of portfolio
|
Q1 2025
Added 12.24%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
255,960
shares
|
$6.26 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
250,988
shares
|
$6.14 Million
0.01% of portfolio
|
Q1 2025
Added 71.37%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
247,323
shares
|
$6.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
199,750
shares
|
$4.89 Million
0.32% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
192,227
shares
|
$4.7 Million
0.06% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
186,606
shares
|
$4.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.83%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
178,060
shares
|
$4.36 Million
1.65% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
162,464
shares
|
$3.97 Million
0.26% of portfolio
|
Q1 2025
Reduced 33.58%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
155,090
shares
|
$3.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
141,207
shares
|
$3.45 Million
0.02% of portfolio
|
Q1 2025
Added 23.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
136,189
shares
|
$3.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
130,700
shares
|
$3.2 Million
0.71% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
110,040
shares
|
$2.69 Million
0.04% of portfolio
|
Q1 2025
Reduced 46.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
108,290
shares
|
$2.65 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
105,673
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.52%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
100,212
shares
|
$2.45 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
96,646
shares
|
$2.36 Million
0.1% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
94,614
shares
|
$2.31 Million
0.25% of portfolio
|
Q1 2025
Added 40.92%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
86,756
shares
|
$2.12 Million
0.02% of portfolio
|
Q1 2025
Added 1.45%
|