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 55 institutions that hold shares in the stock, with a total of 2.51 Million shares, which have been reported (via 13F filing form) to have a value of $57.8 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ff Advisors,Llc
Manhattan Beach, CA |
Apr 18, 2024 Q1 2024 |
20,575
shares
|
$473,430
0.33% of portfolio
|
Q1 2024
Reduced 4.57%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
19,969
shares
|
$459,486
0.01% of portfolio
|
Q1 2024
Added 29.7%
|
|
Addison Advisors LLC
|
May 06, 2024 Q1 2024 |
19,660
shares
|
$452,376
0.16% of portfolio
|
Q1 2024
Added 48.32%
|
|
Horizons Wealth Management
Asheville, NC |
Apr 03, 2024 Q1 2024 |
19,049
shares
|
$438,317
0.28% of portfolio
|
Q4 2023
Added 301.2%
|
|
Royal Harbor Partners, LLC
|
Apr 29, 2024 Q1 2024 |
18,167
shares
|
$418,022
0.2% of portfolio
|
Q4 2022
Reduced 17.34%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
16,430
shares
|
$378,054
0.0% of portfolio
|
Q1 2024
Added 6.2%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
15,844
shares
|
$364,570
0.0% of portfolio
|
Q1 2024
Added 56.24%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
15,587
shares
|
$358,656
0.0% of portfolio
|
Q4 2023
New holding
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
15,489
shares
|
$356,401
0.0% of portfolio
|
Q1 2023
New holding
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 15, 2024 Q1 2024 |
15,203
shares
|
$349,821
0.37% of portfolio
|
Q4 2023
New holding
|
|
Flow Traders U.S. LLC
New York, NY |
May 15, 2024 Q1 2024 |
14,271
shares
|
$328,375
0.02% of portfolio
|
Q1 2024
New holding
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
13,107
shares
|
$301,592
0.0% of portfolio
|
Q1 2024
Reduced 77.94%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
11,771
shares
|
$270,850
0.0% of portfolio
|
Q1 2024
Added 32.35%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
11,645
shares
|
$267,951
0.0% of portfolio
|
Q1 2024
Reduced 0.61%
|
|
Tlwm
San Antonio, TX |
Apr 15, 2024 Q1 2024 |
11,349
shares
|
$261,140
0.06% of portfolio
|
Q1 2024
Added 5.85%
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 18, 2024 Q1 2024 |
11,095
shares
|
$255,295
0.13% of portfolio
|
Q1 2024
New holding
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
May 13, 2024 Q1 2024 |
9,170
shares
|
$211,001
0.05% of portfolio
|
Q1 2024
New holding
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
7,887
shares
|
$181,479
0.0% of portfolio
|
Q1 2024
Added 2.59%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
6,679
shares
|
$153,683
0.0% of portfolio
|
Q1 2024
Added 854.14%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
4,911
shares
|
$113,002
0.0% of portfolio
|
Q1 2024
Added 278.06%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
4,422
shares
|
$101,750
0.0% of portfolio
|
Q1 2024
New holding
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
3,328
shares
|
$76,577
0.0% of portfolio
|
Q1 2024
Added 34.85%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
3,043
shares
|
$70,019
0.0% of portfolio
|
Q4 2023
Added 3.86%
|
|
First Command Advisory Services, Inc.
|
May 02, 2024 Q1 2024 |
1,961
shares
|
$45,122
0.0% of portfolio
|
Q1 2024
New holding
|
|
Davis Capital Management
Jacksonville, FL |
Jul 02, 2024 Q2 2024 |
1,200
shares
|
$27,612
0.02% of portfolio
|
Q4 2023
New holding
|