Institutional Ownership Invesco Bulletshares 2028 Muni (BSMS)
This table provides information about the institutional ownership of Invesco Bulletshares 2028 Muni (BSMS). We have compiled data on the 84 institutions that hold shares in the stock, with a total of 3.52 Million shares, which have been reported (via 13F filing form) to have a value of $82.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
38,450
shares
|
$900,499
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
35,853
shares
|
$839,677
0.01% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
34,980
shares
|
$819,231
0.3% of portfolio
|
Q3 2024
Added 7.94%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,141
shares
|
$799,582
0.01% of portfolio
|
Q3 2023
Added 1.2%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
28,440
shares
|
$666,064
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
25,852
shares
|
$605,453
0.12% of portfolio
|
Q4 2024
Added 32.63%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
23,904
shares
|
$559,831
0.0% of portfolio
|
Q4 2024
Reduced 16.02%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
23,550
shares
|
$551,541
0.16% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
22,533
shares
|
$527,722
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
21,890
shares
|
$512,663
0.29% of portfolio
|
Q1 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
20,504
shares
|
$480,203
0.0% of portfolio
|
Q4 2024
Added 367.7%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
20,247
shares
|
$474,184
0.0% of portfolio
|
Q3 2024
Added 8.79%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
19,437
shares
|
$455,214
0.35% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
19,218
shares
|
$450,085
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
17,856
shares
|
$418,187
0.11% of portfolio
|
Q3 2024
Added 56.89%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
17,252
shares
|
$404,041
0.02% of portfolio
|
Q3 2024
Added 34.92%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
17,142
shares
|
$401,465
0.14% of portfolio
|
Q2 2024
Added 33.54%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
16,785
shares
|
$393,104
0.27% of portfolio
|
Q2 2024
Added 49.67%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,309
shares
|
$381,956
0.0% of portfolio
|
Q3 2024
Added 18.48%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
16,192
shares
|
$379,216
0.0% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
15,957
shares
|
$373,712
0.01% of portfolio
|
Q4 2024
Added 182.83%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
15,363
shares
|
$359,801
0.0% of portfolio
|
Q3 2024
Added 38.58%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 31, 2025 Q4 2024 |
15,048
shares
|
$352,424
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
13,914
shares
|
$325,865
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
13,768
shares
|
$322,446
0.0% of portfolio
|
Q3 2024
Added 7.55%
|