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 120 institutions that hold shares in the stock, with a total of 6.82 Million shares, which have been reported (via 13F filing form) to have a value of $167 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
65,138
shares
|
$1.59 Million
0.03% of portfolio
|
Q2 2024
Added 3.27%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
64,181
shares
|
$1.57 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
63,891
shares
|
$1.56 Million
0.52% of portfolio
|
Q3 2024
Added 20.72%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
63,615
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2024
Reduced 11.65%
|
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
61,158
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
59,571
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2024
Reduced 26.44%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
54,123
shares
|
$1.32 Million
0.66% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
53,715
shares
|
$1.31 Million
0.05% of portfolio
|
Q3 2024
Added 11.14%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
52,774
shares
|
$1.29 Million
0.14% of portfolio
|
Q3 2024
Added 62.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
51,880
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2024
Added 10.67%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
51,302
shares
|
$1.26 Million
0.38% of portfolio
|
Q4 2020
Reduced 83.03%
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
48,650
shares
|
$1.19 Million
0.13% of portfolio
|
Q2 2024
Reduced 2.01%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
47,611
shares
|
$1.17 Million
0.15% of portfolio
|
Q3 2024
Added 52.33%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 14, 2024 Q2 2024 |
45,667
shares
|
$1.12 Million
0.23% of portfolio
|
Q2 2024
Added 7.52%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
45,433
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
45,221
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
Claro Advisors LLC
Boston, MA |
Oct 17, 2024 Q3 2024 |
44,367
shares
|
$1.09 Million
0.11% of portfolio
|
Q3 2024
Added 400.64%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
40,123
shares
|
$981,809
0.28% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Alpha Star Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
39,957
shares
|
$977,747
0.09% of portfolio
|
Q2 2024
Added 22.41%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
39,588
shares
|
$968,718
0.04% of portfolio
|
Q2 2024
Added 7.15%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
37,132
shares
|
$908,620
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
36,541
shares
|
$894,158
0.34% of portfolio
|
Q2 2024
Added 8.52%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
36,450
shares
|
$891,931
0.32% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
36,095
shares
|
$883,244
0.0% of portfolio
|
Q2 2024
Added 76.57%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
35,689
shares
|
$873,309
0.01% of portfolio
|
Q2 2024
New holding
|