Institutional Ownership Invesco Bulletshares 2024 Muni (BSMO)
This table provides information about the institutional ownership of Invesco Bulletshares 2024 Muni (BSMO). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 4.14 Million shares, which have been reported (via 13F filing form) to have a value of $103 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
42,141
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2024
Reduced 25.28%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
41,569
shares
|
$1.03 Million
0.37% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
39,596
shares
|
$985,148
0.26% of portfolio
|
Q3 2024
Added 14.57%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
38,981
shares
|
$969,847
0.72% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
37,226
shares
|
$926,182
0.0% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,040
shares
|
$846,915
0.01% of portfolio
|
Q3 2023
Added 4.23%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
32,947
shares
|
$819,721
0.0% of portfolio
|
Q3 2024
Added 23.63%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
32,642
shares
|
$812,132
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
27,899
shares
|
$694,127
1.06% of portfolio
|
Q4 2022
Added 35.74%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
24,572
shares
|
$611,351
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
24,306
shares
|
$604,733
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
23,710
shares
|
$589,904
0.02% of portfolio
|
Q2 2024
Added 14.03%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
22,418
shares
|
$557,759
0.32% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
21,971
shares
|
$546,638
0.07% of portfolio
|
Q3 2024
Added 40.84%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
21,342
shares
|
$530,988
0.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
20,981
shares
|
$522,007
0.0% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
19,500
shares
|
$485,160
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
18,874
shares
|
$469,585
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
15,792
shares
|
$392,904
0.04% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,539
shares
|
$386,610
0.0% of portfolio
|
Q3 2024
Reduced 22.43%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
15,416
shares
|
$383,550
0.0% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
14,664
shares
|
$364,840
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
14,620
shares
|
$363,745
0.0% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
14,023
shares
|
$348,892
0.0% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
13,830
shares
|
$344,090
0.03% of portfolio
|
Q3 2024
Reduced 1.7%
|