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 131 institutions that hold shares in the stock, with a total of 6.6 Million shares, which have been reported (via 13F filing form) to have a value of $162 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
635,509
shares
|
$15.6 Million
0.0% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
405,428
shares
|
$9.95 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
321,254
shares
|
$7.88 Million
0.0% of portfolio
|
Q3 2025
Added 10.67%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
301,420
shares
|
$7.39 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
246,018
shares
|
$6.03 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.18%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
198,764
shares
|
$4.88 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
191,229
shares
|
$4.69 Million
0.09% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
188,054
shares
|
$4.61 Million
0.01% of portfolio
|
Q3 2025
Reduced 19.69%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
187,101
shares
|
$4.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
185,867
shares
|
$4.56 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
149,990
shares
|
$3.68 Million
0.02% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
149,424
shares
|
$3.67 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
140,200
shares
|
$3.44 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
139,839
shares
|
$3.43 Million
0.65% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
126,176
shares
|
$3.1 Million
0.21% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
113,326
shares
|
$2.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
105,932
shares
|
$2.6 Million
0.23% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
105,673
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.52%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
93,070
shares
|
$2.28 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
82,868
shares
|
$2.03 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
81,539
shares
|
$2 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
78,313
shares
|
$1.92 Million
0.22% of portfolio
|
Q1 2023
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
76,515
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
75,130
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2025
Reduced 26.03%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
70,070
shares
|
$1.72 Million
0.38% of portfolio
|
Q3 2025
Reduced 9.13%
|
|