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 87 institutions that hold shares in the stock, with a total of 5.02 Million shares, which have been reported (via 13F filing form) to have a value of $116 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
447,892
shares
|
$10.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.22%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
426,234
shares
|
$9.83 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
311,982
shares
|
$7.19 Million
0.0% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
309,350
shares
|
$7.13 Million
0.56% of portfolio
|
Q4 2024
Added 18.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
187,394
shares
|
$4.32 Million
0.0% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
187,118
shares
|
$4.31 Million
0.0% of portfolio
|
Q4 2024
Added 38.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
174,762
shares
|
$4.03 Million
0.0% of portfolio
|
Q4 2024
Added 33.35%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
138,739
shares
|
$3.2 Million
0.0% of portfolio
|
Q4 2024
Added 63.3%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
138,621
shares
|
$3.2 Million
0.0% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
136,102
shares
|
$3.14 Million
0.19% of portfolio
|
Q4 2024
Added 32.15%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
135,706
shares
|
$3.13 Million
0.0% of portfolio
|
Q4 2024
Added 24.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
133,069
shares
|
$3.07 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
129,286
shares
|
$2.98 Million
0.11% of portfolio
|
Q4 2024
Added 67.39%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
116,874
shares
|
$2.7 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
116,532
shares
|
$2.69 Million
0.62% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
111,951
shares
|
$2.58 Million
0.0% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
110,451
shares
|
$2.55 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
92,079
shares
|
$2.12 Million
0.0% of portfolio
|
Q4 2024
Added 127.38%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
91,531
shares
|
$2.11 Million
0.0% of portfolio
|
Q4 2024
Added 29.75%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
90,964
shares
|
$2.1 Million
1.0% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
73,608
shares
|
$1.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
72,934
shares
|
$1.68 Million
0.55% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
68,028
shares
|
$1.57 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
58,900
shares
|
$1.36 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
57,710
shares
|
$1.33 Million
0.15% of portfolio
|
Q4 2024
Added 40.35%
|