Institutional Ownership Invesco Bulletshares 2028 Muni (BSMS)
This table provides information about the institutional ownership of Invesco Bulletshares 2028 Muni (BSMS). We have compiled data on the 92 institutions that hold shares in the stock, with a total of 3.84 Million shares, which have been reported (via 13F filing form) to have a value of $88.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
16,088
shares
|
$372,919
0.0% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
15,957
shares
|
$369,883
0.01% of portfolio
|
Q4 2024
Added 182.83%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 31, 2025 Q4 2024 |
15,048
shares
|
$348,812
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,946
shares
|
$323,268
0.0% of portfolio
|
Q4 2024
Reduced 83.57%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
13,914
shares
|
$322,526
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
12,958
shares
|
$300,366
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
12,861
shares
|
$298,117
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
12,710
shares
|
$294,617
0.16% of portfolio
|
Q4 2024
Added 18.29%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
12,508
shares
|
$289,935
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
11,847
shares
|
$274,613
0.11% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
11,707
shares
|
$271,368
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
11,593
shares
|
$268,725
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
11,170
shares
|
$258,920
0.02% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
11,118
shares
|
$257,715
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
10,541
shares
|
$244,340
0.0% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
10,349
shares
|
$239,889
0.0% of portfolio
|
Q4 2024
Reduced 10.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
10,134
shares
|
$234,906
0.0% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
10,020
shares
|
$232,263
0.0% of portfolio
|
Q4 2024
Reduced 27.22%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
9,623
shares
|
$223,061
0.34% of portfolio
|
Q4 2022
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
9,527
shares
|
$220,835
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
8,685
shares
|
$201,318
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
8,684
shares
|
$201,295
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
8,635
shares
|
$200,159
0.0% of portfolio
|
Q3 2024
Added 97.78%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
8,579
shares
|
$198,861
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
8,535
shares
|
$197,841
0.03% of portfolio
|
Q4 2024
New holding
|