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 139 institutions that hold shares in the stock, with a total of 7.41 Million shares, which have been reported (via 13F filing form) to have a value of $173 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
80,000
shares
|
$1.87 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
79,256
shares
|
$1.85 Million
0.03% of portfolio
|
Q2 2023
Reduced 4.67%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
78,739
shares
|
$1.84 Million
0.08% of portfolio
|
Q1 2025
Added 510.1%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
75,628
shares
|
$1.77 Million
0.13% of portfolio
|
Q1 2025
Added 165.59%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
67,506
shares
|
$1.58 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
64,534
shares
|
$1.51 Million
0.11% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
64,225
shares
|
$1.5 Million
0.45% of portfolio
|
Q4 2020
Reduced 67.9%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
58,504
shares
|
$1.37 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
57,593
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
Added 88.53%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
55,387
shares
|
$1.3 Million
0.25% of portfolio
|
Q1 2025
Added 10.25%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
55,370
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
55,119
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
49,257
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
47,524
shares
|
$1.11 Million
0.43% of portfolio
|
Q1 2025
Added 33.63%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
46,135
shares
|
$1.08 Million
0.08% of portfolio
|
Q1 2025
Added 8.68%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
44,757
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Added 16.75%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
44,521
shares
|
$1.04 Million
0.3% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
41,651
shares
|
$974,633
0.02% of portfolio
|
Q1 2025
Added 359.37%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
40,500
shares
|
$947,700
0.09% of portfolio
|
Q1 2025
Reduced 18.29%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
38,746
shares
|
$906,656
0.17% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
36,372
shares
|
$851,104
0.32% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
34,400
shares
|
$804,960
0.0% of portfolio
|
Q4 2024
Added 32.43%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,131
shares
|
$798,665
0.01% of portfolio
|
Q3 2023
Added 1.19%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
34,035
shares
|
$796,419
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
32,532
shares
|
$761,248
0.04% of portfolio
|
Q1 2025
Reduced 5.67%
|