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 |
|---|---|---|---|---|---|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
13,957
shares
|
$327,431
0.08% of portfolio
|
Q3 2025
Added 61.48%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
13,914
shares
|
$326,422
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
13,841
shares
|
$324,709
0.03% of portfolio
|
Q3 2025
Reduced 54.98%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
13,745
shares
|
$322,457
0.04% of portfolio
|
Q3 2025
Added 23.41%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
13,311
shares
|
$312,276
0.0% of portfolio
|
Q3 2025
Added 156.82%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
13,040
shares
|
$305,918
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
12,836
shares
|
$301,132
0.09% of portfolio
|
Q3 2025
Reduced 25.12%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
12,757
shares
|
$299,279
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
12,012
shares
|
$281,801
0.02% of portfolio
|
Q3 2025
Reduced 20.58%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
11,847
shares
|
$277,930
0.07% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
11,205
shares
|
$262,869
0.0% of portfolio
|
Q3 2025
Reduced 43.45%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
11,067
shares
|
$259,631
0.0% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
9,745
shares
|
$228,617
0.0% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
9,741
shares
|
$228,523
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
9,623
shares
|
$225,755
0.34% of portfolio
|
Q4 2022
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
8,913
shares
|
$209,098
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Oct 28, 2025 Q3 2025 |
8,888
shares
|
$208,512
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
8,875
shares
|
$208,207
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
8,844
shares
|
$207,480
0.16% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
8,723
shares
|
$204,641
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
8,601
shares
|
$201,779
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
8,535
shares
|
$200,231
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
7,730
shares
|
$181,345
0.1% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
7,500
shares
|
$175,950
0.01% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
7,498
shares
|
$175,903
0.0% of portfolio
|
Q3 2025
Added 418.18%
|
|