BSMT

Invesco BulletShares 2029 Municipal Bond ETF
$23.20-0.04 (-0.15%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Shares Held

4.000103966063311e+261B

Total Value

$9.26005630714656e+181T

% of Float

Price History

$22.21$22.51$22.80$23.10$23.39Aug 24May 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Anchor Investment Management, LLC4,000$92.6M0.01%Share
2NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,039,660$56.3M0.04%Share
3Hills Bank & Trust Co633,116$14.7M0.85%Share
4WELLS FARGO & COMPANY/MN497,322$11.0M0.00%Share
5Invesco Ltd.280,320$6.5M0.00%Share
6Kathmere Capital Management, LLC272,702$6.3M0.43%Share
7LPL Financial LLC271,820$6.0M0.00%Share
8MORGAN STANLEY249,397$5.0M0.00%Share
9Avior Wealth Management, LLC201,830$4.7M0.15%Share
10CENTRAL VALLEY ADVISORS, LLC190,186$4.4M1.32%Share
11UBS Group AG180,590$4.2M0.00%Share
12HighTower Advisors, LLC200,173$4.0M0.00%Share
13BANK OF AMERICA CORP /DE/211,666$4.0M0.00%Share
14Sequoia Financial Advisors, LLC169,318$3.9M0.02%Share
15Atlantic Union Bankshares Corp165,652$3.8M0.07%Share
16PRECEDENT WEALTH PARTNERS, LLC153,447$3.6M0.74%Share
17MONECO ADVISORS, LLC133,311$3.1M0.25%Share
18NewEdge Advisors, LLC171,018$3.0M0.01%Share
19RAYMOND JAMES FINANCIAL INC136,558$3.0M0.00%Share
20Key FInancial Inc120,472$2.8M0.51%Share
21OSAIC HOLDINGS, INC.94,202$2.0M0.00%Share
22COMMONWEALTH EQUITY SERVICES, LLC91,029$2.0M0.00%Share
23ENVESTNET ASSET MANAGEMENT INC98,179$2.0M0.00%Share
24JANE STREET GROUP, LLC89,287$2.0M0.00%Share
25Focus Partners Wealth95,062$2.0M0.00%Share
26Integrated Wealth Concepts LLC112,957$2.0M0.02%Share
27Lido Advisors, LLC106,400$2.0M0.01%Share
28Elequin Capital, LP77,936$1.8M0.13%Share
29SIGNATUREFD, LLC77,860$1.8M0.03%Share
30Clark Asset Management, LLC74,852$1.7M0.18%Share
31Asset Dedication, LLC69,041$1.6M0.10%Share
32BANK OF AMERICA CORP /DE/53,082$1.0M0.00%Share
33VestGen Advisors, LLC76,485$1.0M0.04%Share
34WELLS FARGO & COMPANY/MN81,977$1.0M0.00%Share
35RAYMOND JAMES FINANCIAL INC64,645$1.0M0.00%Share
36MML INVESTORS SERVICES, LLC75,318$1.0M0.00%Share
37Kestra Advisory Services, LLC82,046$1.0M0.00%Share
38Legacy Private Trust Co.40,131$929K0.05%Share
39AlphaStar Capital Management, LLC39,338$910K0.07%Share
40Paulson Wealth Management Inc.38,523$891K0.21%Share
41Sanctuary Advisors, LLC36,869$853K0.00%Share
42Marietta Wealth Management, LLC30,959$716K0.08%Share
43HARBOUR INVESTMENTS, INC.30,897$715K0.01%Share
44FOURPATH CAPITAL MANAGEMENT, LLC30,000$694K0.09%Share
45SENTINEL PENSION ADVISORS, LLC28,703$664K0.10%Share
46Koss-Olinger Consulting, LLC28,555$661K0.05%Share
47Meridian Wealth Management, LLC26,955$624K0.02%Share
48Addison Advisors LLC24,970$578K0.13%Share
49TLWM23,342$540K0.10%Share
50Horizons Wealth Management23,301$539K0.35%Share