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 138 institutions that hold shares in the stock, with a total of 7.28 Million shares, which have been reported (via 13F filing form) to have a value of $170 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 |
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
31,988
shares
|
$748,519
0.0% of portfolio
|
Q4 2024
Added 134.88%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
31,379
shares
|
$734,268
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
30,641
shares
|
$716,999
0.01% of portfolio
|
Q1 2025
Reduced 30.71%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
28,485
shares
|
$666,549
0.02% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
27,921
shares
|
$653,351
0.0% of portfolio
|
Q1 2025
Added 17.03%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
26,938
shares
|
$630,349
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
26,836
shares
|
$627,962
0.02% of portfolio
|
Q4 2024
Added 76.93%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
26,471
shares
|
$619,421
0.0% of portfolio
|
Q1 2025
Added 27.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
25,593
shares
|
$598,876
0.0% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
25,210
shares
|
$589,914
0.0% of portfolio
|
Q4 2024
Added 33.32%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
24,127
shares
|
$564,571
0.42% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
24,052
shares
|
$562,816
0.87% of portfolio
|
Q4 2022
Added 48.4%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
22,638
shares
|
$529,729
0.13% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
22,339
shares
|
$522,732
0.1% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
22,223
shares
|
$520,018
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
21,417
shares
|
$501,157
0.08% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
20,859
shares
|
$488,100
0.0% of portfolio
|
Q4 2024
Added 38.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
19,855
shares
|
$464,607
0.0% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
19,572
shares
|
$457,984
0.01% of portfolio
|
Q2 2024
Reduced 19.75%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
19,535
shares
|
$457,119
0.04% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
19,386
shares
|
$453,632
0.06% of portfolio
|
Q1 2025
Added 12.25%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
18,977
shares
|
$444,061
0.15% of portfolio
|
Q4 2024
Added 81.34%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
18,616
shares
|
$435,614
0.01% of portfolio
|
Q1 2025
Reduced 14.48%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 15, 2025 Q1 2025 |
18,563
shares
|
$434,374
0.2% of portfolio
|
Q1 2025
Added 15.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,760
shares
|
$415,584
0.0% of portfolio
|
Q3 2024
Added 3.21%
|