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 105 institutions that hold shares in the stock, with a total of 6.58 Million shares, which have been reported (via 13F filing form) to have a value of $152 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
24,069
shares
|
$555,512
0.0% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
23,301
shares
|
$537,787
0.36% of portfolio
|
Q4 2025
Added 8.76%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
23,297
shares
|
$537,694
0.0% of portfolio
|
Q3 2025
Added 34.28%
|
|
|
Tlwm
San Antonio, TX |
Oct 10, 2025 Q3 2025 |
23,026
shares
|
$531,440
0.1% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
22,955
shares
|
$529,801
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
20,599
shares
|
$475,424
0.11% of portfolio
|
Q4 2025
Added 10.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
19,935
shares
|
$460,099
0.0% of portfolio
|
Q2 2025
Added 79.07%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
19,778
shares
|
$456,476
0.14% of portfolio
|
Q3 2025
Added 19.45%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
18,719
shares
|
$432,034
0.02% of portfolio
|
Q3 2025
Reduced 17.53%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
16,949
shares
|
$391,182
0.0% of portfolio
|
Q4 2025
Added 86.81%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
15,532
shares
|
$358,478
0.25% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 30, 2025 Q3 2025 |
15,203
shares
|
$350,885
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
15,176
shares
|
$350,262
0.02% of portfolio
|
Q3 2025
Added 21.16%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
14,667
shares
|
$338,514
0.16% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
14,491
shares
|
$334,452
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
14,383
shares
|
$331,959
0.01% of portfolio
|
Q3 2025
Reduced 25.97%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
14,157
shares
|
$326,743
0.15% of portfolio
|
Q3 2025
Added 33.03%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
13,079
shares
|
$301,863
0.07% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
13,062
shares
|
$301,470
0.09% of portfolio
|
Q3 2025
Reduced 25.21%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
12,933
shares
|
$298,493
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
12,100
shares
|
$279,268
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
10,677
shares
|
$246,425
0.02% of portfolio
|
Q4 2025
Reduced 13.4%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
10,674
shares
|
$246,355
0.0% of portfolio
|
Q3 2025
Reduced 22.9%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
10,513
shares
|
$242,640
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
10,184
shares
|
$235,046
0.02% of portfolio
|
Q3 2025
Reduced 33.13%
|
|