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 |
|---|---|---|---|---|---|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
10,450
shares
|
$256,338
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,194
shares
|
$250,058
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
10,088
shares
|
$247,458
0.03% of portfolio
|
Q1 2023
Added 0.18%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
10,065
shares
|
$246,894
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
10,034
shares
|
$246,134
0.03% of portfolio
|
Q3 2025
Reduced 8.36%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
9,920
shares
|
$243,337
0.01% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
9,722
shares
|
$238,480
0.0% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
9,686
shares
|
$237,597
0.01% of portfolio
|
Q1 2025
Reduced 38.25%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
9,540
shares
|
$234,016
0.06% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
9,415
shares
|
$230,949
0.01% of portfolio
|
Q1 2025
Reduced 13.74%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
9,373
shares
|
$229,919
0.0% of portfolio
|
Q3 2025
Reduced 19.16%
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
8,813
shares
|
$216,182
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
8,406
shares
|
$206,199
0.0% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
8,404
shares
|
$206,150
0.05% of portfolio
|
Q3 2025
Reduced 72.2%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
8,200
shares
|
$201,146
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 03, 2025 Q3 2025 |
6,840
shares
|
$167,785
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
6,775
shares
|
$166,190
0.02% of portfolio
|
Q3 2025
Reduced 53.03%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
5,132
shares
|
$125,887
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,758
shares
|
$116,713
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,418
shares
|
$108,373
0.0% of portfolio
|
Q3 2025
Added 86.49%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
4,159
shares
|
$102,020
0.08% of portfolio
|
Q3 2025
Reduced 60.82%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,801
shares
|
$68,708
0.0% of portfolio
|
Q2 2025
Reduced 26.29%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
2,558
shares
|
$62,747
0.0% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
2,130
shares
|
$52,248
0.0% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,463
shares
|
$35,887
0.03% of portfolio
|
Q1 2023
New holding
|
|