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 |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
17,603
shares
|
$431,801
0.02% of portfolio
|
Q3 2025
Reduced 21.78%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Nov 14, 2025 Q3 2025 |
17,580
shares
|
$431,237
0.37% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
17,328
shares
|
$425,055
0.29% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
15,903
shares
|
$390,100
0.0% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,880
shares
|
$389,536
0.01% of portfolio
|
Q2 2024
Added 1.22%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
15,622
shares
|
$383,207
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
15,617
shares
|
$383,085
0.12% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
15,022
shares
|
$368,489
0.0% of portfolio
|
Q2 2025
Reduced 29.46%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
14,970
shares
|
$367,214
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
14,965
shares
|
$367,091
0.0% of portfolio
|
Q3 2025
Added 10.26%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
14,943
shares
|
$366,551
0.14% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
14,277
shares
|
$350,214
0.02% of portfolio
|
Q3 2025
Added 21.23%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
14,123
shares
|
$346,437
0.08% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
13,832
shares
|
$339,298
0.19% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
13,393
shares
|
$328,530
0.21% of portfolio
|
Q3 2025
Reduced 19.01%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
13,274
shares
|
$325,611
0.22% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
13,075
shares
|
$320,729
0.01% of portfolio
|
Q3 2025
Reduced 52.05%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,418
shares
|
$304,613
0.01% of portfolio
|
Q2 2025
Reduced 24.74%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
12,342
shares
|
$302,749
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
12,257
shares
|
$300,664
0.14% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
11,705
shares
|
$287,123
0.0% of portfolio
|
Q3 2025
Added 30.06%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
11,417
shares
|
$280,059
0.0% of portfolio
|
Q1 2025
Added 27.19%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
11,075
shares
|
$271,669
0.12% of portfolio
|
Q2 2025
Reduced 55.76%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
11,024
shares
|
$270,418
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
10,779
shares
|
$264,408
0.03% of portfolio
|
Q3 2024
New holding
|
|