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 91 institutions that hold shares in the stock, with a total of 5.3 Million shares, which have been reported (via 13F filing form) to have a value of $120 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 |
447,892
shares
|
$10.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.22%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
320,730
shares
|
$7.23 Million
0.54% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
311,982
shares
|
$7.03 Million
0.0% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
235,377
shares
|
$5.31 Million
0.08% of portfolio
|
Q1 2025
Added 113.11%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
191,098
shares
|
$4.31 Million
1.65% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
187,394
shares
|
$4.22 Million
0.0% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
187,118
shares
|
$4.22 Million
0.0% of portfolio
|
Q4 2024
Added 38.7%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
178,152
shares
|
$4.02 Million
0.36% of portfolio
|
Q1 2025
Reduced 58.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
174,762
shares
|
$3.94 Million
0.0% of portfolio
|
Q4 2024
Added 33.35%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
166,334
shares
|
$3.75 Million
0.15% of portfolio
|
Q1 2025
Added 28.66%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
150,618
shares
|
$3.39 Million
0.22% of portfolio
|
Q1 2025
Added 10.67%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
138,739
shares
|
$3.13 Million
0.0% of portfolio
|
Q4 2024
Added 63.3%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
138,621
shares
|
$3.12 Million
0.0% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
135,706
shares
|
$3.06 Million
0.0% of portfolio
|
Q4 2024
Added 24.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
133,069
shares
|
$3 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
116,874
shares
|
$2.63 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
116,532
shares
|
$2.63 Million
0.58% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
113,277
shares
|
$2.55 Million
0.0% of portfolio
|
Q1 2025
Added 23.02%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
111,951
shares
|
$2.52 Million
0.0% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
109,355
shares
|
$2.46 Million
0.69% of portfolio
|
Q1 2025
Added 49.94%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 15, 2025 Q1 2025 |
93,001
shares
|
$2.1 Million
0.96% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
91,531
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
Added 29.75%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
73,608
shares
|
$1.66 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
68,028
shares
|
$1.53 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
60,240
shares
|
$1.36 Million
0.11% of portfolio
|
Q1 2025
Added 15.55%
|