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 147 institutions that hold shares in the stock, with a total of 8.7 Million shares, which have been reported (via 13F filing form) to have a value of $206 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
97,165
shares
|
$2.3 Million
0.14% of portfolio
|
Q4 2025
Added 19.77%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
82,331
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
80,005
shares
|
$1.89 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
79,256
shares
|
$1.87 Million
0.03% of portfolio
|
Q2 2023
Reduced 4.67%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
70,637
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.43%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
67,074
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2025
Added 61.04%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
65,489
shares
|
$1.55 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
64,423
shares
|
$1.52 Million
0.36% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
61,310
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
60,984
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
58,814
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
56,599
shares
|
$1.34 Million
0.1% of portfolio
|
Q4 2025
Added 2.47%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
56,318
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Added 449.23%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
56,263
shares
|
$1.33 Million
1.03% of portfolio
|
Q1 2025
Added 24.81%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
55,210
shares
|
$1.31 Million
0.32% of portfolio
|
Q3 2025
Added 37.67%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
50,177
shares
|
$1.19 Million
0.07% of portfolio
|
Q3 2025
Reduced 10.69%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
47,104
shares
|
$1.11 Million
0.23% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
46,175
shares
|
$1.09 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jan 20, 2026 Q4 2025 |
45,275
shares
|
$1.07 Million
0.23% of portfolio
|
Q4 2025
Added 1.76%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
43,618
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Added 23.02%
|
|
|
Webster Bank, N. A.
|
Jan 23, 2026 Q4 2025 |
39,761
shares
|
$940,347
0.09% of portfolio
|
Q4 2025
Added 175.91%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
38,102
shares
|
$901,112
0.15% of portfolio
|
Q4 2025
Added 0.18%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
37,846
shares
|
$895,057
0.04% of portfolio
|
Q3 2025
Added 16.33%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
36,900
shares
|
$872,685
0.1% of portfolio
|
Q3 2025
Added 32.59%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
36,646
shares
|
$866,677
0.01% of portfolio
|
Q3 2025
Added 17.53%
|
|