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 |
|---|---|---|---|---|---|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
9,966
shares
|
$230,015
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
9,965
shares
|
$229,992
0.0% of portfolio
|
Q3 2025
Added 90.75%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
9,856
shares
|
$227,476
0.0% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
9,632
shares
|
$222,306
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
9,528
shares
|
$219,906
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
9,364
shares
|
$216,121
0.16% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
9,212
shares
|
$212,612
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
9,073
shares
|
$209,404
0.0% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
9,041
shares
|
$208,666
0.0% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
8,850
shares
|
$204,257
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
8,781
shares
|
$202,665
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
8,650
shares
|
$199,641
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
7,592
shares
|
$175,223
0.0% of portfolio
|
Q3 2025
Added 412.28%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
7,450
shares
|
$171,946
0.0% of portfolio
|
Q3 2025
Added 91.42%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 03, 2025 Q3 2025 |
7,185
shares
|
$165,829
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
6,926
shares
|
$159,852
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
6,100
shares
|
$140,788
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
5,514
shares
|
$127,263
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
4,653
shares
|
$107,391
0.0% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
4,634
shares
|
$106,952
0.06% of portfolio
|
Q1 2025
Reduced 14.72%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,197
shares
|
$73,786
0.0% of portfolio
|
Q2 2024
Added 5.06%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,909
shares
|
$67,139
0.0% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,140
shares
|
$49,391
0.0% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,200
shares
|
$27,695
0.0% of portfolio
|
N/A
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$23,080
0.0% of portfolio
|
Q3 2025
New holding
|
|