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 69 institutions that hold shares in the stock, with a total of 3.68 Million shares, which have been reported (via 13F filing form) to have a value of $85.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
10,467
shares
|
$241,997
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
9,369
shares
|
$216,611
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
9,095
shares
|
$210,276
0.0% of portfolio
|
Q3 2024
Reduced 22.96%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
8,770
shares
|
$202,762
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
8,722
shares
|
$201,652
0.0% of portfolio
|
Q3 2024
Added 97.24%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
7,185
shares
|
$166,117
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
4,786
shares
|
$110,652
0.0% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
4,305
shares
|
$99,531
0.0% of portfolio
|
Q3 2024
Added 250.57%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
3,566
shares
|
$82,445
0.0% of portfolio
|
Q2 2024
Added 81.85%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,197
shares
|
$73,914
0.0% of portfolio
|
Q2 2024
Added 5.06%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
2,080
shares
|
$48,089
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,200
shares
|
$27,744
0.0% of portfolio
|
N/A
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
1,200
shares
|
$27,744
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
750
shares
|
$17,340
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
295
shares
|
$6,820
0.0% of portfolio
|
Q2 2023
Reduced 99.28%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
293
shares
|
$6,774
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
213
shares
|
$4,924
0.0% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
117
shares
|
$2,705
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|