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 90 institutions that hold shares in the stock, with a total of 3.95 Million shares, which have been reported (via 13F filing form) to have a value of $92.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
47,873
shares
|
$1.12 Million
0.34% of portfolio
|
Q1 2022
Added 18.25%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
46,964
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Added 22.14%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
35,171
shares
|
$825,815
0.31% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,141
shares
|
$801,630
0.01% of portfolio
|
Q3 2023
Added 1.2%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
30,285
shares
|
$711,091
0.0% of portfolio
|
Q4 2024
Added 49.58%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
28,440
shares
|
$667,771
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
27,050
shares
|
$635,134
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
26,719
shares
|
$627,362
0.17% of portfolio
|
Q4 2024
Added 49.64%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
26,596
shares
|
$624,474
0.05% of portfolio
|
Q4 2024
Added 304.69%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
25,852
shares
|
$607,004
0.12% of portfolio
|
Q4 2024
Added 32.63%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
23,904
shares
|
$561,265
0.0% of portfolio
|
Q4 2024
Reduced 16.02%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
23,550
shares
|
$552,954
0.16% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
22,533
shares
|
$529,074
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
21,890
shares
|
$513,977
0.29% of portfolio
|
Q1 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
21,460
shares
|
$503,880
0.02% of portfolio
|
Q4 2024
Added 79.58%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
20,504
shares
|
$481,433
0.0% of portfolio
|
Q4 2024
Added 367.7%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
19,437
shares
|
$456,380
0.35% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
19,218
shares
|
$451,238
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
17,252
shares
|
$405,076
0.02% of portfolio
|
Q3 2024
Added 34.92%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
17,142
shares
|
$402,494
0.14% of portfolio
|
Q2 2024
Added 33.54%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
16,785
shares
|
$394,111
0.27% of portfolio
|
Q2 2024
Added 49.67%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,309
shares
|
$382,935
0.0% of portfolio
|
Q3 2024
Added 18.48%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
16,192
shares
|
$380,188
0.0% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
16,088
shares
|
$377,746
0.0% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
15,957
shares
|
$374,670
0.01% of portfolio
|
Q4 2024
Added 182.83%
|