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 137 institutions that hold shares in the stock, with a total of 7.82 Million shares, which have been reported (via 13F filing form) to have a value of $193 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
682,686
shares
|
$16.8 Million
0.0% of portfolio
|
Q4 2024
Added 8.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
382,339
shares
|
$9.42 Million
0.0% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
334,029
shares
|
$8.23 Million
0.0% of portfolio
|
Q4 2024
Added 5.6%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
310,150
shares
|
$7.65 Million
0.0% of portfolio
|
Q4 2024
Added 50.13%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
280,911
shares
|
$6.92 Million
0.03% of portfolio
|
Q4 2024
Reduced 15.42%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
278,607
shares
|
$6.87 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
258,208
shares
|
$6.36 Million
0.0% of portfolio
|
Q4 2024
Added 19.15%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
251,581
shares
|
$6.2 Million
0.0% of portfolio
|
Q4 2024
Added 15.29%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
244,584
shares
|
$6.03 Million
0.37% of portfolio
|
Q4 2024
Added 33.84%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
241,529
shares
|
$5.95 Million
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
205,599
shares
|
$5.07 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
190,958
shares
|
$4.71 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
190,632
shares
|
$4.7 Million
0.06% of portfolio
|
Q4 2024
Added 29.2%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
155,160
shares
|
$3.82 Million
0.0% of portfolio
|
Q4 2024
Added 90.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
146,462
shares
|
$3.61 Million
0.01% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
143,501
shares
|
$3.54 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
127,435
shares
|
$3.14 Million
0.72% of portfolio
|
Q4 2024
Added 46.41%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
114,735
shares
|
$2.83 Million
0.02% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
109,585
shares
|
$2.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
106,671
shares
|
$2.63 Million
0.1% of portfolio
|
Q4 2024
Added 98.59%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
105,673
shares
|
$2.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.52%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
102,150
shares
|
$2.52 Million
0.2% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
99,358
shares
|
$2.45 Million
0.01% of portfolio
|
Q4 2024
Added 8.03%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
85,520
shares
|
$2.11 Million
0.02% of portfolio
|
Q4 2024
Added 23.55%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
78,313
shares
|
$1.93 Million
0.22% of portfolio
|
Q1 2023
New holding
|