Institutional Ownership Invesco Bulletshares 2026 Muni (BSMQ)
This table provides information about the institutional ownership of Invesco Bulletshares 2026 Muni (BSMQ). We have compiled data on the 117 institutions that hold shares in the stock, with a total of 5.99 Million shares, which have been reported (via 13F filing form) to have a value of $142 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
58,716
shares
|
$1.39 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
56,142
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
53,604
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Added 354.39%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
52,781
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 24.08%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
51,175
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
50,894
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2024
Added 9.06%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
49,619
shares
|
$1.17 Million
0.22% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
46,180
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Added 42.96%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
44,506
shares
|
$1.05 Million
0.14% of portfolio
|
Q3 2024
Added 48.38%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
44,300
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
42,451
shares
|
$1 Million
0.07% of portfolio
|
Q4 2024
Added 10.52%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
39,325
shares
|
$929,249
0.25% of portfolio
|
Q3 2024
Added 16.65%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
39,292
shares
|
$928,469
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
38,335
shares
|
$905,856
0.0% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
37,214
shares
|
$879,366
0.17% of portfolio
|
Q4 2024
Added 20.59%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
36,198
shares
|
$855,358
0.31% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
35,565
shares
|
$840,400
0.35% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
34,474
shares
|
$814,620
0.04% of portfolio
|
Q3 2024
Added 17.42%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,131
shares
|
$806,515
0.01% of portfolio
|
Q3 2023
Added 1.19%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
34,035
shares
|
$804,247
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
31,373
shares
|
$741,343
0.01% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
30,335
shares
|
$716,816
0.02% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
28,388
shares
|
$670,808
0.0% of portfolio
|
Q3 2024
Reduced 30.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
27,425
shares
|
$648,052
0.0% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
25,976
shares
|
$613,812
0.0% of portfolio
|
Q4 2023
New holding
|