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 |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
24,970
shares
|
$576,307
0.15% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
24,069
shares
|
$555,512
0.0% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
23,297
shares
|
$537,694
0.0% of portfolio
|
Q3 2025
Added 34.28%
|
|
|
Tlwm
San Antonio, TX |
Oct 10, 2025 Q3 2025 |
23,026
shares
|
$531,440
0.1% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
22,955
shares
|
$529,801
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
21,424
shares
|
$494,465
0.34% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
19,935
shares
|
$460,099
0.0% of portfolio
|
Q2 2025
Added 79.07%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
19,778
shares
|
$456,476
0.14% of portfolio
|
Q3 2025
Added 19.45%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
18,719
shares
|
$432,034
0.02% of portfolio
|
Q3 2025
Reduced 17.53%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
18,717
shares
|
$431,988
0.1% of portfolio
|
Q1 2025
Added 32.58%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
15,532
shares
|
$358,478
0.25% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 30, 2025 Q3 2025 |
15,203
shares
|
$350,885
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
15,176
shares
|
$350,262
0.02% of portfolio
|
Q3 2025
Added 21.16%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
14,667
shares
|
$338,514
0.16% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
14,491
shares
|
$334,452
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
14,383
shares
|
$331,959
0.01% of portfolio
|
Q3 2025
Reduced 25.97%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
14,157
shares
|
$326,743
0.15% of portfolio
|
Q3 2025
Added 33.03%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
13,079
shares
|
$301,863
0.07% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
13,062
shares
|
$301,470
0.09% of portfolio
|
Q3 2025
Reduced 25.21%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
12,933
shares
|
$298,493
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
12,329
shares
|
$284,553
0.03% of portfolio
|
Q3 2025
Reduced 58.27%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
12,100
shares
|
$279,268
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,636
shares
|
$245,478
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
10,513
shares
|
$242,640
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
10,184
shares
|
$235,046
0.02% of portfolio
|
Q3 2025
Reduced 33.13%
|
|