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 |
|---|---|---|---|---|---|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
8,906
shares
|
$217,929
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
8,883
shares
|
$217,367
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
8,813
shares
|
$215,654
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
8,731
shares
|
$213,647
0.0% of portfolio
|
Q2 2024
Reduced 6.54%
|
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
8,275
shares
|
$202,489
0.07% of portfolio
|
Q2 2024
Reduced 9.07%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
8,200
shares
|
$200,654
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
6,740
shares
|
$164,927
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
4,041
shares
|
$98,883
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
3,431
shares
|
$83,956
0.0% of portfolio
|
Q2 2024
Added 17.82%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
2,812
shares
|
$68,809
0.0% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
2,542
shares
|
$62,202
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
2,133
shares
|
$52,194
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,463
shares
|
$35,799
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,034
shares
|
$25,301
0.0% of portfolio
|
Q3 2024
Reduced 95.9%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
929
shares
|
$22,732
0.0% of portfolio
|
Q3 2024
Added 57.72%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
850
shares
|
$20,799
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
675
shares
|
$16,517
0.01% of portfolio
|
Q2 2024
Added 58.82%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
337
shares
|
$8,246
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
250
shares
|
$6,117
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|