Who owns Invesco Bulletshares 2025 Mu buls?
- Ticker: BSMP
- CUSIP Number: 46138j528
Tip: Access positions for across all investors
Analyze quarterly positions in Invesco Bulletshares 2025 Mu buls with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Invesco Bulletshares 2025 Mu buls stock
Who bought or sold Invesco Bulletshares 2025 Mu buls this quarter?
Fund or Company Name |
Shares Held |
Valued At |
Change in Shares |
As Of |
Actions |
|---|---|---|---|---|---|
| Wells Fargo & Company | 683k | $17M | 8% | Dec 2024 |
|
| LPL Financial | 382k | $9.4M | 5% | Dec 2024 |
|
| Bank of America Corporation | 334k | $8.2M | 6% | Dec 2024 |
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| Envestnet Asset Management | 310k | $7.6M | 50% | Dec 2024 |
|
| CWM | 281k | $6.9M | -15% | Dec 2024 |
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| Commonwealth Equity Services | 279k | $6.8M | -4% | Dec 2024 |
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| Morgan Stanley | 258k | $6.3M | 19% | Dec 2024 |
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| UBS Group | 252k | $6.2M | 15% | Dec 2024 |
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| Union Bankshares | 245k | $6.0M | 34% | Dec 2024 |
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| Invesco | 242k | $5.9M | 0% | Dec 2024 |
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| Confluence Investment Management | 206k | $5.0M | -3% | Dec 2024 |
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| OneAscent Financial Services | 191k | $4.7M | 100% | Dec 2024 |
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| Integrated Wealth Concepts | 191k | $4.7M | 29% | Dec 2024 |
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| Central Valley Advisors | 178k | $4.4M | 100% | Mar 2025 |
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| Pnc Financial Services | 155k | $3.8M | 90% | Dec 2024 |
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| Advisor Group Holdings | 147k | $3.6M | 7% | Dec 2024 |
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| Raymond James Financial | 144k | $3.5M | 100% | Dec 2024 |
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| Key FInancial | 127k | $3.1M | 46% | Dec 2024 |
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| Goss Wealth Management | 115k | $2.8M | 1% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 110k | $2.7M | -1% | Dec 2024 |
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| Asset Dedication | 102k | $2.5M | 4% | Dec 2024 |
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| Mml Investors Services | 99k | $2.4M | 8% | Dec 2024 |
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| Focus Financial Network | 97k | $2.4M | -9% | Mar 2025 |
|
| Aptus Capital Advisors | 86k | $2.1M | 24% | Dec 2024 |
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| Precedent Wealth Partners | 84k | $2.0M | 26% | Mar 2025 |
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| Leo Wealth | 78k | $1.9M | 0% | Dec 2024 |
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| Colony | 76k | $1.9M | 4% | Dec 2024 |
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| Savant Capital Management | 75k | $1.8M | 0% | Dec 2024 |
|
| Hills Bank And Trust Company | 71k | $1.7M | 253% | Dec 2024 |
|
| MONECO Advisors | 67k | $1.6M | 41% | Dec 2024 |
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| Resonant Capital Advisors | 66k | $1.6M | -18% | Dec 2024 |
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| Garrett Investment Advisors | 66k | $1.6M | 6% | Mar 2025 |
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| Carnegie Capital Asset Management | 64k | $1.6M | -6% | Dec 2024 |
|
| HighTower Advisors | 55k | $1.3M | 6% | Dec 2024 |
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| Denver Wealth Management | 54k | $1.3M | -1% | Dec 2024 |
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| Webster Bank, N. A. | 49k | $1.2M | -2% | Mar 2025 |
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| Private Trust Co Na | 49k | $1.2M | 0% | Dec 2024 |
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| AlphaStar Capital Management | 48k | $1.2M | 12% | Dec 2024 |
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| Equitable Holdings | 48k | $1.2M | 3% | Dec 2024 |
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| PAX Financial Group | 47k | $1.2M | 1% | Dec 2024 |
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| Royal Bank of Canada | 45k | $1.1M | 19% | Dec 2024 |
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| Thrivent Financial for Lutherans | 45k | $1.1M | 50% | Dec 2024 |
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| Paulson Wealth Management | 44k | $1.1M | 7% | Dec 2024 |
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| Private Advisor | 43k | $1.1M | -5% | Dec 2024 |
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| Cornerstone Wealth Management | 40k | $977k | 16% | Dec 2024 |
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| Jane Street | 39k | $963k | -17% | Dec 2024 |
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| Sentinel Pension Advisors | 37k | $905k | 4% | Mar 2025 |
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| Lido Advisors | 35k | $867k | 0% | Dec 2024 |
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| Hobbs Group Advisors | 35k | $853k | -6% | Dec 2024 |
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| Astoria Portfolio Advisors | 34k | $835k | -7% | Dec 2024 |
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| Meridian Wealth Management | 34k | $821k | 10% | Dec 2024 |
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| Brown Advisory Holdings Incorporated | 33k | $809k | 32% | Dec 2024 |
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| Beacon Pointe Advisors | 33k | $802k | 9% | Dec 2024 |
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| Voisard Asset Management Group | 33k | $799k | 11% | Dec 2024 |
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| Resources Investment Advisors | 32k | $793k | -33% | Dec 2024 |
|
| Old Second Wealth Management | 31k | $751k | 0% | Dec 2024 |
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| AA Financial Advisors | 30k | $725k | 2% | Mar 2025 |
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| Independent Advisor Alliance | 28k | $686k | 100% | Dec 2024 |
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| Vermillion & White Wealth Management Group | 27k | $654k | 1% | Dec 2024 |
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| AQR Capital Management | 27k | $652k | 45% | Dec 2024 |
|
| Intl Fcstone | 26k | $635k | 100% | Dec 2024 |
|
| Masso Torrence Wealth Management | 25k | $614k | 100% | Dec 2024 |
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| Stephens | 24k | $591k | 100% | Dec 2024 |
|
| Fourth Dimension Wealth | 23k | $573k | 100% | Dec 2024 |
|
| First Command Advisory Services | 23k | $563k | 127% | Dec 2024 |
|
| TLWM | 22k | $529k | 2% | Dec 2024 |
|
| EP Wealth Advisors | 21k | $522k | 100% | Dec 2024 |
|
| ORBA Wealth Advisors | 20k | $490k | 0% | Dec 2024 |
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| Clear Harbor Asset Management | 19k | $466k | 1% | Dec 2024 |
|
| Northeast Planning Associates, Inc. / Nh / | 19k | $461k | 100% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 19k | $456k | 0% | Mar 2025 |
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| Sterling Financial Group | 18k | $439k | 16% | Mar 2025 |
|
| WESPAC Advisors | 17k | $425k | 0% | Dec 2024 |
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| Advisory Services Network | 17k | $423k | 49% | Dec 2024 |
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| Warren Averett Asset Management | 17k | $408k | 13% | Dec 2024 |
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| Tassel Capital Management | 16k | $400k | 100% | Dec 2024 |
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| Stifel Financial | 16k | $392k | -21% | Dec 2024 |
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| YANKCOM Partnership | 16k | $389k | 100% | Dec 2024 |
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| Diversify Advisory Services | 16k | $384k | 0% | Dec 2024 |
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| River Street Advisors | 16k | $381k | 0% | Dec 2024 |
|
| Captrust Financial Advisors | 15k | $375k | -28% | Dec 2024 |
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| Ameriprise Financial | 15k | $360k | 34% | Dec 2024 |
|
| Cetera Investment Advisers | 14k | $335k | 100% | Dec 2024 |
|
| Horizons Wealth Management | 13k | $325k | 1% | Mar 2025 |
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| IFP Advisors | 13k | $323k | 0% | Dec 2024 |
|
| Claro Advisors | 13k | $318k | 46% | Dec 2024 |
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| Howard Wealth Management | 12k | $299k | 18% | Dec 2024 |
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| Eqis Capital Management | 12k | $282k | 100% | Dec 2024 |
|
| Addison Advisors | 11k | $271k | 9% | Dec 2024 |
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| Silverlake Wealth Management | 11k | $270k | 0% | Dec 2024 |
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| Heritage Trust | 11k | $268k | 100% | Dec 2024 |
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| Leavell Investment Management | 11k | $268k | 0% | Dec 2024 |
|
| Sigma Planning | 11k | $265k | 100% | Dec 2024 |
|
| Collier Financial | 11k | $260k | -20% | Mar 2025 |
|
| Jacobi Capital Management | 11k | $259k | 3% | Dec 2024 |
|
| Rsm Us Wealth Management | 10k | $252k | 19% | Dec 2024 |
|
| IHT Wealth Management | 10k | $250k | 0% | Dec 2024 |
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| Kickstand Ventures | 10k | $250k | 0% | Dec 2024 |
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| Huntington National Bank | 10k | $249k | 0% | Dec 2024 |
|
| Kohmann Bosshard Financial Services | 10k | $247k | 0% | Dec 2024 |
|
| CRA Financial Services | 10k | $245k | -38% | Mar 2025 |
|
| Level Four Advisory Services | 10k | $244k | 0% | Dec 2024 |
|
| Signature | 9.0k | $220k | 33% | Dec 2024 |
|
| Creative Planning | 8.9k | $218k | 100% | Dec 2024 |
|
| Bill Few Associates | 8.8k | $216k | 0% | Dec 2024 |
|
| We Are One Seven | 8.4k | $205k | 100% | Dec 2024 |
|
| Foundry Financial Group | 8.2k | $201k | 0% | Dec 2024 |
|
| Crews Bank & Trust | 8.1k | $198k | 100% | Dec 2024 |
|
| Davis Capital Management | 7.1k | $174k | -62% | Mar 2025 |
|
| Knights of Columbus Asset Advisors | 6.8k | $168k | 0% | Dec 2024 |
|
| Jones Financial Companies, L.L | 4.7k | $116k | 116% | Dec 2024 |
|
| Principal Securities | 3.8k | $93k | 1420% | Dec 2024 |
|
| Creative Financial Designs | 3.1k | $76k | -23% | Dec 2024 |
|
| Harbour Investments | 3.0k | $73k | 1% | Dec 2024 |
|
| Capital Analysts | 2.1k | $52k | 0% | Dec 2024 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 1.8k | $44k | -97% | Dec 2024 |
|
| MAI Wealth Advisors | 1.6k | $39k | 100% | Dec 2024 |
|
| Farther Finance Advisors | 1.0k | $25k | 0% | Mar 2025 |
|
| AdvisorNet Financial | 929.00 | $23k | 0% | Mar 2025 |
|
| ORG Partners | 850.00 | $21k | 0% | Dec 2024 |
|
| Brian McDonald | 665.00 | $16k | 0% | Dec 2024 |
|
| Transce3nd | 394.00 | $9.7k | 100% | Dec 2024 |
|
| Geneos Wealth Management | 375.00 | $9.2k | 0% | Dec 2024 |
|
| Glen Eagle Advisors | 337.00 | $8.2k | 0% | Dec 2024 |
|
Who sold out of Invesco Bulletshares 2025 Mu buls?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Kestra Advisory Services | Sep 2024 | 38k | $928k |
| Jpmorgan Chase & Co | Sep 2024 | 28k | $697k |
| TCG Advisory Services | Sep 2024 | 11k | $275k |
| Midland Wealth Advisors | Dec 2024 | 11k | $266k |
| Cambridge Investment Research Advisors | Sep 2024 | 11k | $264k |
| Koss-Olinger Consulting | Sep 2024 | 9.5k | $233k |
| Higgins & Schmidt Wealth Strategies | Sep 2024 | 8.7k | $212k |