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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
91,009
shares
|
$2.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
88,953
shares
|
$2 Million
0.0% of portfolio
|
Q1 2025
Added 76.67%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
86,765
shares
|
$1.95 Million
0.21% of portfolio
|
Q1 2025
Added 50.35%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
73,765
shares
|
$1.66 Million
0.01% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
63,738
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2025
Added 1930.52%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
60,240
shares
|
$1.36 Million
0.11% of portfolio
|
Q1 2025
Added 15.55%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
58,900
shares
|
$1.33 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
58,236
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
56,250
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Added 11.03%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
55,034
shares
|
$1.24 Million
0.14% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
51,823
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Added 80.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,493
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Added 313.1%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
46,991
shares
|
$1.06 Million
0.3% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
41,734
shares
|
$939,849
0.09% of portfolio
|
Q1 2025
Reduced 17.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
40,015
shares
|
$901,137
0.0% of portfolio
|
Q3 2024
Added 11.88%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
35,294
shares
|
$794,820
0.13% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
32,057
shares
|
$721,923
0.01% of portfolio
|
Q1 2025
Added 16.26%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
31,107
shares
|
$700,529
0.27% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
30,175
shares
|
$679,541
0.01% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
29,509
shares
|
$664,542
0.13% of portfolio
|
Q1 2025
Added 13.43%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
28,511
shares
|
$642,067
0.04% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
23,615
shares
|
$531,809
0.0% of portfolio
|
Q1 2025
Added 23.52%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
23,221
shares
|
$522,936
0.11% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
21,739
shares
|
$489,562
0.02% of portfolio
|
Q1 2025
Added 33.05%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
21,375
shares
|
$481,365
0.01% of portfolio
|
Q1 2025
New holding
|