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 94 institutions that hold shares in the stock, with a total of 5.96 Million shares, which have been reported (via 13F filing form) to have a value of $134 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
496,249
shares
|
$11.2 Million
0.0% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
320,730
shares
|
$7.25 Million
0.54% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
235,377
shares
|
$5.32 Million
0.08% of portfolio
|
Q1 2025
Added 113.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
213,416
shares
|
$4.83 Million
0.0% of portfolio
|
Q1 2025
Added 22.12%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
211,426
shares
|
$4.78 Million
0.0% of portfolio
|
Q1 2025
Added 12.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
207,655
shares
|
$4.7 Million
0.0% of portfolio
|
Q1 2025
Added 10.81%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
205,822
shares
|
$4.65 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
191,098
shares
|
$4.32 Million
1.65% of portfolio
|
Q1 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
178,152
shares
|
$4.03 Million
0.36% of portfolio
|
Q1 2025
Reduced 58.2%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
166,334
shares
|
$3.76 Million
0.15% of portfolio
|
Q1 2025
Added 28.66%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
150,618
shares
|
$3.41 Million
0.22% of portfolio
|
Q1 2025
Added 10.67%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
147,937
shares
|
$3.34 Million
0.0% of portfolio
|
Q1 2025
Added 2706.62%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
146,023
shares
|
$3.3 Million
0.0% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
145,902
shares
|
$3.3 Million
0.0% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
144,544
shares
|
$3.27 Million
0.0% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
137,557
shares
|
$3.11 Million
0.02% of portfolio
|
Q1 2025
Added 184.55%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
132,258
shares
|
$2.99 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
130,875
shares
|
$2.96 Million
0.0% of portfolio
|
Q1 2025
Reduced 58.05%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
116,874
shares
|
$2.64 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
116,532
shares
|
$2.63 Million
0.58% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
113,463
shares
|
$2.57 Million
0.0% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
113,277
shares
|
$2.56 Million
0.0% of portfolio
|
Q1 2025
Added 23.02%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
109,355
shares
|
$2.47 Million
0.69% of portfolio
|
Q1 2025
Added 49.94%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
101,965
shares
|
$2.31 Million
0.0% of portfolio
|
Q1 2025
Added 11.4%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 15, 2025 Q1 2025 |
93,001
shares
|
$2.1 Million
0.96% of portfolio
|
Q1 2025
Added 2.24%
|