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 131 institutions that hold shares in the stock, with a total of 6.6 Million shares, which have been reported (via 13F filing form) to have a value of $162 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
29,864
shares
|
$732,563
0.06% of portfolio
|
Q2 2025
Added 187.4%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
29,280
shares
|
$718,238
0.09% of portfolio
|
Q3 2025
Added 43.67%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
28,124
shares
|
$689,881
0.1% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
27,496
shares
|
$674,476
0.06% of portfolio
|
Q3 2025
Reduced 35.8%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
25,768
shares
|
$632,089
0.11% of portfolio
|
Q3 2025
Reduced 23.92%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
25,480
shares
|
$625,024
0.02% of portfolio
|
Q3 2025
Reduced 19.36%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
24,661
shares
|
$604,934
0.0% of portfolio
|
Q3 2025
Added 95.27%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
24,547
shares
|
$602,137
0.34% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
24,503
shares
|
$601,058
0.24% of portfolio
|
Q3 2025
Reduced 35.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
23,601
shares
|
$578,932
0.0% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
23,330
shares
|
$572,284
0.87% of portfolio
|
Q4 2022
Added 47.72%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
22,698
shares
|
$556,781
0.0% of portfolio
|
Q3 2025
Reduced 30.24%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
22,091
shares
|
$541,892
0.21% of portfolio
|
Q3 2025
Reduced 16.05%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
21,737
shares
|
$533,208
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tlwm
San Antonio, TX |
Oct 10, 2025 Q3 2025 |
21,513
shares
|
$527,713
0.1% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
20,818
shares
|
$510,665
0.01% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Nov 17, 2025 Q3 2025 |
20,696
shares
|
$507,672
0.22% of portfolio
|
Q3 2025
Added 20.13%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
20,000
shares
|
$490,600
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
19,686
shares
|
$482,897
0.11% of portfolio
|
Q2 2025
Reduced 39.64%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
19,455
shares
|
$477,231
0.03% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
19,260
shares
|
$472,447
0.0% of portfolio
|
Q3 2025
Added 92.68%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
18,605
shares
|
$456,380
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
17,950
shares
|
$440,313
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
17,815
shares
|
$437,001
0.14% of portfolio
|
Q3 2025
Reduced 89.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
17,702
shares
|
$434,230
0.01% of portfolio
|
Q3 2025
Added 0.61%
|
|