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 137 institutions that hold shares in the stock, with a total of 7.82 Million shares, which have been reported (via 13F filing form) to have a value of $191 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
2,133
shares
|
$52,194
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,791
shares
|
$43,825
0.0% of portfolio
|
Q4 2024
Reduced 97.37%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,581
shares
|
$38,687
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,463
shares
|
$35,799
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,000
shares
|
$24,470
0.0% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
929
shares
|
$22,732
0.0% of portfolio
|
Q3 2024
Added 57.72%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
850
shares
|
$20,799
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
665
shares
|
$16,272
0.0% of portfolio
|
Q3 2024
Reduced 76.35%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
394
shares
|
$9,641
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
375
shares
|
$9,176
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
337
shares
|
$8,246
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|