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 |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
20,825
shares
|
$468,979
0.14% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
20,556
shares
|
$462,921
0.35% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
19,802
shares
|
$445,941
0.01% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
18,717
shares
|
$421,506
0.16% of portfolio
|
Q1 2025
Added 32.58%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
18,599
shares
|
$418,849
0.12% of portfolio
|
Q1 2025
Added 62.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
17,627
shares
|
$396,960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
17,465
shares
|
$393,311
0.14% of portfolio
|
Q4 2024
Added 99.14%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
16,904
shares
|
$380,678
0.0% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
16,127
shares
|
$363,180
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
15,603
shares
|
$351,379
0.04% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
15,307
shares
|
$344,713
0.4% of portfolio
|
Q1 2025
Added 75.86%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
15,203
shares
|
$342,371
0.36% of portfolio
|
Q4 2023
New holding
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
May 12, 2025 Q1 2025 |
14,667
shares
|
$330,300
0.19% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
14,491
shares
|
$326,337
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
14,291
shares
|
$321,833
0.0% of portfolio
|
Q1 2025
Added 244.69%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
14,056
shares
|
$316,541
0.06% of portfolio
|
Q1 2025
Added 59.46%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
12,157
shares
|
$273,775
0.08% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
11,924
shares
|
$268,528
0.02% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
11,328
shares
|
$255,106
0.02% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
11,037
shares
|
$248,553
0.0% of portfolio
|
Q1 2025
Added 18.42%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,636
shares
|
$239,522
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
10,565
shares
|
$237,923
0.13% of portfolio
|
Q1 2025
Reduced 15.55%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
9,713
shares
|
$218,736
0.0% of portfolio
|
Q1 2025
Added 11.36%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
9,632
shares
|
$216,912
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
9,254
shares
|
$208,400
0.19% of portfolio
|
Q1 2025
New holding
|