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 5.1 Million shares, which have been reported (via 13F filing form) to have a value of $118 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
18,540
shares
|
$427,532
0.02% of portfolio
|
Q1 2025
Added 16.19%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
18,047
shares
|
$416,163
0.01% of portfolio
|
Q1 2025
Added 8293.95%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
17,823
shares
|
$410,998
0.0% of portfolio
|
Q1 2025
Added 10.78%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
17,166
shares
|
$395,847
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
17,142
shares
|
$395,294
0.14% of portfolio
|
Q2 2024
Added 33.54%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
May 12, 2025 Q1 2025 |
16,785
shares
|
$387,062
0.22% of portfolio
|
Q2 2024
Added 49.67%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,309
shares
|
$376,085
0.0% of portfolio
|
Q3 2024
Added 18.48%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
16,192
shares
|
$373,387
0.0% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
15,376
shares
|
$354,570
0.09% of portfolio
|
Q1 2025
Added 61.39%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
15,080
shares
|
$347,744
0.4% of portfolio
|
Q1 2025
Added 75.78%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
15,048
shares
|
$347,006
0.36% of portfolio
|
Q4 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
14,990
shares
|
$345,669
0.0% of portfolio
|
Q1 2025
Added 44.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
14,096
shares
|
$325,053
0.0% of portfolio
|
Q1 2025
Added 39.1%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
13,914
shares
|
$320,856
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
13,883
shares
|
$320,141
0.06% of portfolio
|
Q1 2025
Added 59.85%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
13,083
shares
|
$301,693
0.0% of portfolio
|
Q1 2025
Reduced 45.27%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
12,958
shares
|
$298,811
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
12,710
shares
|
$293,092
0.16% of portfolio
|
Q4 2024
Added 18.29%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
12,615
shares
|
$290,901
0.03% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
12,508
shares
|
$288,434
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
11,847
shares
|
$273,191
0.1% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
11,764
shares
|
$271,277
0.0% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
11,605
shares
|
$267,611
0.07% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
11,410
shares
|
$263,114
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
10,917
shares
|
$251,746
0.01% of portfolio
|
Q1 2025
New holding
|