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 |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
9,095
shares
|
$204,819
0.0% of portfolio
|
Q3 2024
Reduced 22.96%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
8,650
shares
|
$194,798
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
May 07, 2025 Q1 2025 |
7,185
shares
|
$161,806
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
6,024
shares
|
$135,660
0.0% of portfolio
|
Q1 2025
Reduced 60.83%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
5,514
shares
|
$124,175
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
4,734
shares
|
$106,609
0.0% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
4,634
shares
|
$104,357
0.06% of portfolio
|
Q1 2025
Reduced 14.72%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
4,118
shares
|
$92,737
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,892
shares
|
$87,647
0.0% of portfolio
|
Q1 2025
Added 11.2%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,197
shares
|
$71,996
0.0% of portfolio
|
Q2 2024
Added 5.06%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,109
shares
|
$47,494
0.0% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
1,200
shares
|
$27,024
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,200
shares
|
$27,024
0.0% of portfolio
|
N/A
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
865
shares
|
$19,479
0.0% of portfolio
|
Q1 2025
Added 99.77%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
700
shares
|
$15,764
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
295
shares
|
$6,643
0.0% of portfolio
|
Q2 2023
Reduced 99.28%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
293
shares
|
$6,598
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
213
shares
|
$4,796
0.0% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|