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 8.66 Million shares, which have been reported (via 13F filing form) to have a value of $205 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
36,213
shares
|
$856,437
0.3% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
34,905
shares
|
$825,503
0.0% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
34,713
shares
|
$820,962
0.01% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
34,400
shares
|
$813,560
0.0% of portfolio
|
Q4 2024
Added 32.43%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,131
shares
|
$807,198
0.01% of portfolio
|
Q3 2023
Added 1.19%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
33,535
shares
|
$793,102
0.12% of portfolio
|
Q4 2025
Added 17.15%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
31,364
shares
|
$741,758
0.0% of portfolio
|
Q3 2025
Added 73.37%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
31,181
shares
|
$737,430
0.06% of portfolio
|
Q2 2025
Added 188.77%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
31,176
shares
|
$737,312
0.01% of portfolio
|
Q3 2025
Added 33.16%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
30,468
shares
|
$720,568
0.0% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
30,334
shares
|
$717,399
0.09% of portfolio
|
Q3 2025
Added 42.78%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
30,223
shares
|
$714,773
0.01% of portfolio
|
Q4 2025
Added 91.95%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
28,980
shares
|
$685,377
0.0% of portfolio
|
Q3 2025
Added 48.19%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
28,450
shares
|
$672,842
0.38% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
27,410
shares
|
$648,246
0.0% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Nov 17, 2025 Q3 2025 |
26,509
shares
|
$626,937
0.27% of portfolio
|
Q3 2025
Added 44.01%
|
|
|
Wespac Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
26,036
shares
|
$615,751
0.4% of portfolio
|
Q2 2025
Added 48.78%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
24,615
shares
|
$582,144
0.04% of portfolio
|
Q3 2025
Added 20.57%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
24,052
shares
|
$568,829
0.87% of portfolio
|
Q4 2022
Added 48.4%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
23,357
shares
|
$552,393
0.1% of portfolio
|
Q4 2025
Added 7.86%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
22,944
shares
|
$542,625
0.21% of portfolio
|
Q3 2025
Added 25.36%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
22,863
shares
|
$540,709
0.36% of portfolio
|
Q4 2025
Added 72.99%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
22,270
shares
|
$526,685
0.16% of portfolio
|
Q3 2025
Added 16.62%
|
|
|
Tlwm
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
22,069
shares
|
$521,931
0.1% of portfolio
|
Q4 2025
Reduced 0.9%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
21,770
shares
|
$514,860
0.12% of portfolio
|
Q3 2025
Added 279.0%
|
|