Institutional Ownership Invesco Bulletshares 2028 Muni (BSMS)
This table provides information about the institutional ownership of Invesco Bulletshares 2028 Muni (BSMS). We have compiled data on the 98 institutions that hold shares in the stock, with a total of 5.11 Million shares, which have been reported (via 13F filing form) to have a value of $117 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
342,248
shares
|
$7.89 Million
0.0% of portfolio
|
Q1 2025
Added 18.11%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
274,792
shares
|
$6.34 Million
0.0% of portfolio
|
Q1 2025
Added 4597.3%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
240,454
shares
|
$5.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
215,058
shares
|
$4.96 Million
0.0% of portfolio
|
Q1 2025
Added 22.87%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
214,849
shares
|
$4.95 Million
0.0% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
208,428
shares
|
$4.81 Million
0.0% of portfolio
|
Q1 2025
Added 13.55%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
198,482
shares
|
$4.58 Million
0.01% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
187,809
shares
|
$4.33 Million
1.65% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
176,214
shares
|
$4.06 Million
0.9% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
165,623
shares
|
$3.82 Million
0.0% of portfolio
|
Q1 2025
Added 1087.6%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
154,313
shares
|
$3.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
150,193
shares
|
$3.46 Million
0.02% of portfolio
|
Q1 2025
Added 11.96%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
143,631
shares
|
$3.31 Million
0.0% of portfolio
|
Q1 2025
Added 16.14%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
137,512
shares
|
$3.17 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
137,232
shares
|
$3.16 Million
0.0% of portfolio
|
Q1 2025
Added 13.51%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
118,665
shares
|
$2.74 Million
0.76% of portfolio
|
Q1 2025
Added 58.39%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
115,952
shares
|
$2.67 Million
0.04% of portfolio
|
Q1 2025
Reduced 56.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
96,975
shares
|
$2.24 Million
0.01% of portfolio
|
Q1 2025
Added 37.89%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
92,581
shares
|
$2.13 Million
0.23% of portfolio
|
Q1 2025
Added 46.09%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
87,836
shares
|
$2.03 Million
0.17% of portfolio
|
Q1 2025
Added 14.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
74,368
shares
|
$1.71 Million
0.01% of portfolio
|
Q1 2025
Added 50.44%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
73,823
shares
|
$1.7 Million
0.02% of portfolio
|
Q1 2025
Added 19.69%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
72,954
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Added 523.17%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
64,181
shares
|
$1.48 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
55,453
shares
|
$1.28 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.37%
|