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 63 institutions that hold shares in the stock, with a total of 2.93 Million shares, which have been reported (via 13F filing form) to have a value of $69 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
9,874
shares
|
$233,026
0.0% of portfolio
|
Q2 2024
Added 0.47%
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
9,623
shares
|
$227,102
0.34% of portfolio
|
Q4 2022
New holding
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
9,253
shares
|
$218,370
0.02% of portfolio
|
Q2 2024
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,353
shares
|
$173,530
0.0% of portfolio
|
Q2 2024
Added 2.31%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
5,005
shares
|
$118,118
0.01% of portfolio
|
Q2 2024
Reduced 47.87%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
4,366
shares
|
$103,037
0.0% of portfolio
|
Q1 2024
New holding
|
|
First Command Advisory Services, Inc.
|
Jul 26, 2024 Q2 2024 |
3,734
shares
|
$88,122
0.0% of portfolio
|
Q2 2024
Added 73.67%
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
1,810
shares
|
$42,716
0.03% of portfolio
|
Q4 2023
New holding
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
1,422
shares
|
$33,559
0.0% of portfolio
|
Q1 2024
Added 8.38%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
1,211
shares
|
$28,579
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
856
shares
|
$20,201
0.0% of portfolio
|
Q2 2024
New holding
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2024 Q2 2024 |
850
shares
|
$20,060
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|