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 123 institutions that hold shares in the stock, with a total of 6.79 Million shares, which have been reported (via 13F filing form) to have a value of $166 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
34,293
shares
|
$840,521
0.06% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,089
shares
|
$835,521
0.01% of portfolio
|
Q3 2023
Added 1.15%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
32,009
shares
|
$784,540
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
30,635
shares
|
$750,863
0.19% of portfolio
|
Q2 2024
Reduced 7.66%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
30,545
shares
|
$748,657
0.04% of portfolio
|
Q3 2024
Added 19.27%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
29,948
shares
|
$734,025
0.0% of portfolio
|
Q3 2024
Added 33.89%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
29,892
shares
|
$732,652
0.01% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
29,390
shares
|
$720,348
0.14% of portfolio
|
Q3 2024
Added 9.55%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
29,354
shares
|
$719,466
0.3% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
28,445
shares
|
$697,186
0.0% of portfolio
|
Q3 2024
Added 225.79%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
26,514
shares
|
$649,858
0.48% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
24,920
shares
|
$610,789
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
23,330
shares
|
$571,818
0.87% of portfolio
|
Q4 2022
Added 47.72%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
21,340
shares
|
$523,043
0.0% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Tlwm
San Antonio, TX |
Oct 07, 2024 Q3 2024 |
21,120
shares
|
$517,651
0.11% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
21,036
shares
|
$515,592
0.29% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
20,242
shares
|
$496,131
0.0% of portfolio
|
Q3 2024
Added 24.32%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
20,018
shares
|
$490,641
0.04% of portfolio
|
Q3 2024
Added 16.63%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
20,000
shares
|
$490,200
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
19,975
shares
|
$489,587
0.39% of portfolio
|
Q3 2024
Reduced 15.4%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
18,796
shares
|
$460,689
0.04% of portfolio
|
Q3 2024
Added 14.64%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
18,365
shares
|
$450,126
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
17,328
shares
|
$424,709
0.32% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
16,000
shares
|
$392,160
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,880
shares
|
$389,218
0.01% of portfolio
|
Q2 2024
Added 1.22%
|