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 124 institutions that hold shares in the stock, with a total of 6.72 Million shares, which have been reported (via 13F filing form) to have a value of $165 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
66,277
shares
|
$1.63 Million
0.53% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
64,005
shares
|
$1.57 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
61,986
shares
|
$1.52 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
53,715
shares
|
$1.32 Million
0.05% of portfolio
|
Q3 2024
Added 11.14%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
53,558
shares
|
$1.31 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
51,875
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
51,302
shares
|
$1.26 Million
0.38% of portfolio
|
Q4 2020
Reduced 83.03%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
49,904
shares
|
$1.22 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
48,650
shares
|
$1.19 Million
0.12% of portfolio
|
Q2 2024
Reduced 2.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
47,955
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
Added 34.37%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
47,611
shares
|
$1.17 Million
0.15% of portfolio
|
Q3 2024
Added 52.33%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
47,463
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 83.78%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
47,128
shares
|
$1.16 Million
0.22% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
46,310
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
45,433
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
42,962
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2024
Added 7.52%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
40,739
shares
|
$999,735
0.27% of portfolio
|
Q3 2024
Added 17.12%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
39,873
shares
|
$978,483
0.07% of portfolio
|
Q4 2024
Added 16.27%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
37,903
shares
|
$930,139
0.01% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
37,813
shares
|
$927,931
0.0% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
36,908
shares
|
$905,722
0.32% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
35,506
shares
|
$871,317
0.17% of portfolio
|
Q4 2024
Added 20.81%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
35,354
shares
|
$867,587
0.0% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
35,300
shares
|
$866,262
0.0% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,089
shares
|
$836,544
0.01% of portfolio
|
Q3 2023
Added 1.15%
|