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 113 institutions that hold shares in the stock, with a total of 6.61 Million shares, which have been reported (via 13F filing form) to have a value of $155 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
22,214
shares
|
$521,140
0.16% of portfolio
|
Q3 2025
Added 17.0%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
21,890
shares
|
$513,539
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
21,653
shares
|
$507,979
0.35% of portfolio
|
Q2 2025
Added 67.1%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
20,365
shares
|
$477,762
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
20,051
shares
|
$470,396
0.32% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
19,218
shares
|
$450,854
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
18,885
shares
|
$443,042
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
18,727
shares
|
$439,335
0.0% of portfolio
|
Q3 2025
Added 16.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
18,568
shares
|
$435,605
0.01% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
18,449
shares
|
$432,813
0.02% of portfolio
|
Q3 2025
Reduced 17.36%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
18,141
shares
|
$425,587
0.0% of portfolio
|
Q3 2025
Added 48.73%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
17,960
shares
|
$421,341
0.03% of portfolio
|
Q3 2025
Added 62.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
17,432
shares
|
$408,954
0.0% of portfolio
|
Q2 2025
Added 51.62%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
17,350
shares
|
$407,031
0.26% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
16,785
shares
|
$393,776
0.19% of portfolio
|
Q2 2024
Added 49.67%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,309
shares
|
$382,609
0.0% of portfolio
|
Q3 2024
Added 18.48%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
16,192
shares
|
$379,864
0.0% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
16,146
shares
|
$378,785
0.0% of portfolio
|
Q3 2025
Reduced 19.24%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
15,541
shares
|
$364,591
0.17% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
15,376
shares
|
$360,720
0.08% of portfolio
|
Q1 2025
Added 61.39%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
15,299
shares
|
$358,914
0.25% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
15,124
shares
|
$354,809
0.01% of portfolio
|
Q3 2025
Reduced 26.37%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 30, 2025 Q3 2025 |
15,048
shares
|
$353,026
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
14,982
shares
|
$351,477
0.02% of portfolio
|
Q3 2025
Added 21.49%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
14,268
shares
|
$334,727
0.07% of portfolio
|
Q3 2025
Added 0.08%
|
|