Institutional Ownership Invesco Bulletshares 2029 Muni (BSMT)
This table provides information about the institutional ownership of Invesco Bulletshares 2029 Muni (BSMT). We have compiled data on the 106 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 $153 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
81,012
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
77,860
shares
|
$1.8 Million
0.03% of portfolio
|
Q3 2025
Added 108.95%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
77,357
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
76,419
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2025
Added 10.22%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
64,320
shares
|
$1.48 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
64,168
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
55,851
shares
|
$1.29 Million
0.15% of portfolio
|
Q3 2025
Added 46.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,493
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Added 313.1%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
48,095
shares
|
$1.11 Million
0.29% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
45,520
shares
|
$1.05 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
40,513
shares
|
$935,040
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
40,015
shares
|
$923,546
0.0% of portfolio
|
Q3 2024
Added 11.88%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
36,936
shares
|
$852,482
0.0% of portfolio
|
Q3 2025
Added 177.97%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
35,652
shares
|
$822,848
0.01% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
30,959
shares
|
$714,533
0.09% of portfolio
|
Q3 2025
Added 40.18%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
30,375
shares
|
$701,055
0.0% of portfolio
|
Q3 2025
Reduced 11.36%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
30,237
shares
|
$697,869
0.17% of portfolio
|
Q3 2025
Added 71.33%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
30,000
shares
|
$692,400
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
28,796
shares
|
$664,611
0.0% of portfolio
|
Q3 2025
Added 43.76%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
28,686
shares
|
$662,072
0.11% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
28,555
shares
|
$659,049
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
28,536
shares
|
$658,610
0.02% of portfolio
|
Q3 2025
Added 75.65%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
28,319
shares
|
$653,602
0.0% of portfolio
|
Q3 2025
Added 153.8%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
27,821
shares
|
$642,108
0.04% of portfolio
|
Q3 2025
Added 93.87%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
26,155
shares
|
$603,657
0.02% of portfolio
|
Q2 2025
Added 20.31%
|
|