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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
54,196
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
49,110
shares
|
$1.13 Million
0.32% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
48,816
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
48,223
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
46,964
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 22.14%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
42,347
shares
|
$976,521
0.07% of portfolio
|
Q1 2025
Added 59.22%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
41,263
shares
|
$951,524
0.09% of portfolio
|
Q1 2025
Reduced 17.32%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
38,640
shares
|
$891,038
0.0% of portfolio
|
Q1 2025
Added 27.59%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
36,462
shares
|
$840,813
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
35,147
shares
|
$810,489
0.31% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,141
shares
|
$787,291
0.01% of portfolio
|
Q3 2023
Added 1.2%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
32,276
shares
|
$744,284
0.13% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
30,594
shares
|
$705,497
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
29,208
shares
|
$673,536
0.19% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
28,440
shares
|
$655,826
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
28,114
shares
|
$648,308
0.04% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
27,943
shares
|
$644,365
0.12% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
23,690
shares
|
$546,291
0.16% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
22,576
shares
|
$520,602
0.03% of portfolio
|
Q1 2025
Added 30.86%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
21,890
shares
|
$504,783
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
21,551
shares
|
$496,966
0.0% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 15, 2025 Q1 2025 |
20,104
shares
|
$463,598
0.21% of portfolio
|
Q1 2025
Reduced 58.17%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
19,762
shares
|
$455,711
0.0% of portfolio
|
Q1 2025
Added 13.69%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
19,437
shares
|
$448,217
0.34% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
19,218
shares
|
$443,167
0.01% of portfolio
|
Q2 2024
New holding
|