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 127 institutions that hold shares in the stock, with a total of 6.87 Million shares, which have been reported (via 13F filing form) to have a value of $169 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
34,034
shares
|
$837,236
0.35% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
32,009
shares
|
$787,421
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
30,635
shares
|
$753,621
0.19% of portfolio
|
Q2 2024
Reduced 7.66%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
30,545
shares
|
$751,407
0.04% of portfolio
|
Q3 2024
Added 19.27%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
29,948
shares
|
$736,720
0.0% of portfolio
|
Q3 2024
Added 33.89%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
29,892
shares
|
$735,343
0.01% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
29,354
shares
|
$722,108
0.3% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
29,130
shares
|
$716,598
0.19% of portfolio
|
Q4 2024
Reduced 27.4%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
28,445
shares
|
$699,747
0.0% of portfolio
|
Q3 2024
Added 225.79%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
26,514
shares
|
$652,244
0.48% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
25,036
shares
|
$615,885
0.35% of portfolio
|
Q4 2024
Added 19.02%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
24,920
shares
|
$613,032
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
24,105
shares
|
$592,983
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
23,330
shares
|
$573,918
0.87% of portfolio
|
Q4 2022
Added 47.72%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
21,579
shares
|
$530,843
0.1% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
21,340
shares
|
$524,964
0.0% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
20,242
shares
|
$497,953
0.0% of portfolio
|
Q3 2024
Added 24.32%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
20,018
shares
|
$492,442
0.04% of portfolio
|
Q3 2024
Added 16.63%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
20,000
shares
|
$492,000
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
19,006
shares
|
$467,547
0.04% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
18,605
shares
|
$457,683
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
18,533
shares
|
$455,911
0.37% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
18,365
shares
|
$451,779
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
17,328
shares
|
$426,268
0.32% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
16,000
shares
|
$393,600
0.07% of portfolio
|
Q2 2024
New holding
|