Institutional Ownership Invesco Bulletshares 2029 Muni (BSMT)
This table provides information about the institutional ownership of Invesco Bulletshares 2029 Muni (BSMT). We have compiled data on the 99 institutions that hold shares in the stock, with a total of 6.17 Million shares, which have been reported (via 13F filing form) to have a value of $141 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
610,608
shares
|
$14 Million
0.92% of portfolio
|
Q2 2025
Added 90.38%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
494,706
shares
|
$11.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
286,752
shares
|
$6.56 Million
0.53% of portfolio
|
Q2 2025
Added 60.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
234,965
shares
|
$5.38 Million
0.0% of portfolio
|
Q2 2025
Added 13.15%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
227,286
shares
|
$5.2 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
216,812
shares
|
$4.96 Million
0.0% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
215,478
shares
|
$4.93 Million
0.0% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
188,508
shares
|
$4.31 Million
1.46% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
187,892
shares
|
$4.3 Million
0.0% of portfolio
|
Q2 2025
Added 28.67%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
168,576
shares
|
$3.86 Million
0.09% of portfolio
|
Q2 2025
Added 11.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
154,598
shares
|
$3.54 Million
0.0% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
154,165
shares
|
$3.53 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
148,285
shares
|
$3.39 Million
0.02% of portfolio
|
Q2 2025
Added 7.8%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
146,973
shares
|
$3.36 Million
0.0% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
139,894
shares
|
$3.2 Million
0.13% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
134,189
shares
|
$3.07 Million
0.0% of portfolio
|
Q2 2025
Added 47.45%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
119,651
shares
|
$2.74 Million
0.27% of portfolio
|
Q1 2025
Added 55.25%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
118,476
shares
|
$2.71 Million
0.66% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
118,291
shares
|
$2.71 Million
0.0% of portfolio
|
Q2 2025
Added 16.01%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
116,874
shares
|
$2.67 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
116,532
shares
|
$2.67 Million
0.54% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
111,801
shares
|
$2.56 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
104,176
shares
|
$2.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
92,500
shares
|
$2.12 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
75,968
shares
|
$1.74 Million
0.01% of portfolio
|
Q2 2025
Added 2.99%
|