Institutional Ownership Invesco Bulletshares 2025 Muni (BSMP)
This table provides information about the institutional ownership of Invesco Bulletshares 2025 Muni (BSMP). We have compiled data on the 138 institutions that hold shares in the stock, with a total of 7.76 Million shares, which have been reported (via 13F filing form) to have a value of $190 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
682,686
shares
|
$16.7 Million
0.0% of portfolio
|
Q4 2024
Added 8.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
400,357
shares
|
$9.79 Million
0.0% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
334,029
shares
|
$8.17 Million
0.0% of portfolio
|
Q4 2024
Added 5.6%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
278,607
shares
|
$6.81 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
277,967
shares
|
$6.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
277,574
shares
|
$6.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.5%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
258,208
shares
|
$6.32 Million
0.0% of portfolio
|
Q4 2024
Added 19.15%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
251,581
shares
|
$6.15 Million
0.0% of portfolio
|
Q4 2024
Added 15.29%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
241,529
shares
|
$5.91 Million
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
199,750
shares
|
$4.89 Million
0.32% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
190,632
shares
|
$4.66 Million
0.06% of portfolio
|
Q4 2024
Added 29.2%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
178,060
shares
|
$4.36 Million
1.65% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
162,464
shares
|
$3.97 Million
0.26% of portfolio
|
Q1 2025
Reduced 33.58%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
155,160
shares
|
$3.8 Million
0.0% of portfolio
|
Q4 2024
Added 90.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
146,462
shares
|
$3.58 Million
0.01% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
143,501
shares
|
$3.51 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
130,700
shares
|
$3.2 Million
0.71% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
114,735
shares
|
$2.81 Million
0.02% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
110,040
shares
|
$2.69 Million
0.04% of portfolio
|
Q1 2025
Reduced 46.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
109,585
shares
|
$2.68 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
105,673
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.52%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
100,212
shares
|
$2.45 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
99,358
shares
|
$2.43 Million
0.01% of portfolio
|
Q4 2024
Added 8.03%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
96,646
shares
|
$2.36 Million
0.1% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
85,520
shares
|
$2.09 Million
0.02% of portfolio
|
Q4 2024
Added 23.55%
|