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 |
|---|---|---|---|---|---|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
10,088
shares
|
$247,256
0.03% of portfolio
|
Q1 2023
Added 0.18%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
9,953
shares
|
$243,948
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
9,779
shares
|
$239,683
0.03% of portfolio
|
Q2 2024
Reduced 5.81%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
9,529
shares
|
$233,555
0.02% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
8,871
shares
|
$217,428
0.03% of portfolio
|
Q3 2024
Reduced 80.01%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
8,813
shares
|
$216,006
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
8,590
shares
|
$210,540
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
8,200
shares
|
$200,982
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
6,840
shares
|
$167,648
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
6,740
shares
|
$165,197
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
4,041
shares
|
$99,044
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,950
shares
|
$72,304
0.0% of portfolio
|
Q3 2024
Reduced 14.02%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
2,194
shares
|
$53,774
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,133
shares
|
$52,279
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,463
shares
|
$35,858
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,034
shares
|
$25,343
0.0% of portfolio
|
Q3 2024
Reduced 95.9%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
929
shares
|
$22,769
0.0% of portfolio
|
Q3 2024
Added 57.72%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
850
shares
|
$20,833
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
665
shares
|
$16,299
0.0% of portfolio
|
Q3 2024
Reduced 76.35%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
375
shares
|
$9,191
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
337
shares
|
$8,259
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
250
shares
|
$6,127
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
|