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 90 institutions that hold shares in the stock, with a total of 3.95 Million shares, which have been reported (via 13F filing form) to have a value of $92.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Feb 11, 2025 Q4 2024 |
7,110
shares
|
$167,085
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
5,850
shares
|
$137,475
0.0% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,039
shares
|
$94,916
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,650
shares
|
$85,775
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
2,120
shares
|
$49,820
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
1,810
shares
|
$42,535
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,435
shares
|
$33,722
0.0% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,284
shares
|
$30,174
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
862
shares
|
$20,257
0.0% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
850
shares
|
$19,975
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
650
shares
|
$15,275
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
575
shares
|
$13,512
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
355
shares
|
$8,342
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
215
shares
|
$5,052
0.0% of portfolio
|
Q4 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
|