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 |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
15,686
shares
|
$384,463
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
15,622
shares
|
$382,895
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
15,537
shares
|
$380,811
0.21% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Oct 22, 2024 Q3 2024 |
15,287
shares
|
$374,684
0.21% of portfolio
|
Q2 2024
Reduced 11.98%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
14,677
shares
|
$359,733
0.01% of portfolio
|
Q3 2024
Added 7.56%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
13,803
shares
|
$338,311
0.26% of portfolio
|
Q2 2024
Reduced 59.89%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
13,150
shares
|
$322,306
0.01% of portfolio
|
Q2 2024
Added 12.46%
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
13,115
shares
|
$321,448
0.14% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
12,342
shares
|
$302,502
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
11,603
shares
|
$284,389
0.01% of portfolio
|
Q2 2024
Added 31.15%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
11,223
shares
|
$275,075
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
11,024
shares
|
$270,198
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
10,951
shares
|
$268,409
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
10,915
shares
|
$267,526
0.01% of portfolio
|
Q4 2023
Reduced 7.81%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
10,865
shares
|
$266,301
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
10,779
shares
|
$264,193
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
10,764
shares
|
$263,825
0.0% of portfolio
|
Q3 2024
Reduced 26.88%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
10,450
shares
|
$256,129
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
10,305
shares
|
$252,575
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
10,215
shares
|
$250,369
0.02% of portfolio
|
Q3 2024
Added 14.99%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,194
shares
|
$249,854
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
10,184
shares
|
$249,609
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
10,170
shares
|
$249,266
0.07% of portfolio
|
Q3 2024
Added 22.9%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
10,146
shares
|
$248,678
0.0% of portfolio
|
Q2 2024
Added 8.84%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
10,101
shares
|
$247,575
0.0% of portfolio
|
Q3 2024
Added 4.57%
|