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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
35,300
shares
|
$863,791
0.0% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
Paulson Wealth Management Inc.
|
Jul 25, 2024 Q2 2024 |
34,783
shares
|
$851,140
0.25% of portfolio
|
Q2 2024
Added 19.97%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
34,293
shares
|
$839,149
0.06% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,089
shares
|
$834,157
0.01% of portfolio
|
Q3 2023
Added 1.15%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
32,965
shares
|
$806,653
0.0% of portfolio
|
Q2 2024
Reduced 29.09%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
32,009
shares
|
$783,260
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
30,714
shares
|
$751,571
0.01% of portfolio
|
Q2 2024
Added 13.76%
|
|
|
Old Second National Bank Of Aurora
|
Aug 12, 2024 Q2 2024 |
30,635
shares
|
$749,638
0.2% of portfolio
|
Q2 2024
Reduced 7.66%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
29,390
shares
|
$719,173
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
|
$718,292
0.3% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 14, 2024 Q2 2024 |
26,344
shares
|
$644,637
0.48% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
25,610
shares
|
$626,676
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
24,920
shares
|
$609,792
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
23,330
shares
|
$570,885
0.87% of portfolio
|
Q4 2022
Added 47.72%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
22,368
shares
|
$547,344
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tlwm
San Antonio, TX |
Oct 07, 2024 Q3 2024 |
21,120
shares
|
$516,806
0.11% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
21,036
shares
|
$514,750
0.29% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
20,049
shares
|
$490,599
0.0% of portfolio
|
Q2 2024
Reduced 23.19%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
20,018
shares
|
$489,840
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
|
$489,400
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
19,975
shares
|
$488,788
0.39% of portfolio
|
Q3 2024
Reduced 15.4%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
18,796
shares
|
$459,938
0.04% of portfolio
|
Q3 2024
Added 14.64%
|
|
|
Wespac Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
17,328
shares
|
$424,016
0.34% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
16,282
shares
|
$398,420
0.0% of portfolio
|
Q2 2024
Reduced 8.05%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
16,000
shares
|
$391,520
0.08% of portfolio
|
Q2 2024
New holding
|