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 87 institutions that hold shares in the stock, with a total of 5.02 Million shares, which have been reported (via 13F filing form) to have a value of $115 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
15,626
shares
|
$359,085
0.24% of portfolio
|
Q4 2024
Reduced 34.8%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
15,379
shares
|
$353,409
0.0% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 31, 2025 Q4 2024 |
15,203
shares
|
$349,364
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
14,491
shares
|
$333,003
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
14,117
shares
|
$324,408
0.12% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
12,510
shares
|
$287,479
0.16% of portfolio
|
Q4 2024
Added 18.92%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
12,185
shares
|
$280,011
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
11,745
shares
|
$269,900
0.08% of portfolio
|
Q4 2024
Added 12.21%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
11,435
shares
|
$262,776
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
11,328
shares
|
$260,317
0.02% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
10,905
shares
|
$250,596
0.0% of portfolio
|
Q4 2024
Reduced 29.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
10,902
shares
|
$250,527
0.0% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,636
shares
|
$244,415
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
9,320
shares
|
$214,173
0.0% of portfolio
|
Q4 2024
Reduced 23.82%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
9,095
shares
|
$209,003
0.0% of portfolio
|
Q3 2024
Reduced 22.96%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
8,815
shares
|
$202,568
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
8,722
shares
|
$200,431
0.0% of portfolio
|
Q3 2024
Added 97.24%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
8,704
shares
|
$200,017
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
8,650
shares
|
$198,777
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Feb 11, 2025 Q4 2024 |
7,185
shares
|
$165,111
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
5,434
shares
|
$124,873
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
5,271
shares
|
$121,127
0.0% of portfolio
|
Q4 2024
Added 22.44%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
4,786
shares
|
$109,982
0.0% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
4,146
shares
|
$95,275
0.0% of portfolio
|
Q4 2024
Added 16.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,118
shares
|
$94,631
0.0% of portfolio
|
Q4 2024
New holding
|