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 |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
20,673
shares
|
$488,916
0.02% of portfolio
|
Q3 2025
Reduced 6.98%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
20,212
shares
|
$478,013
0.21% of portfolio
|
Q3 2025
Reduced 10.29%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
19,636
shares
|
$464,391
0.05% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
19,572
shares
|
$462,877
0.01% of portfolio
|
Q2 2024
Reduced 19.75%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 20, 2026 Q4 2025 |
19,340
shares
|
$457,391
0.19% of portfolio
|
Q4 2025
Added 28.82%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
18,688
shares
|
$441,971
0.01% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
18,536
shares
|
$438,376
0.1% of portfolio
|
Q2 2025
Added 14.46%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 22, 2026 Q4 2025 |
17,985
shares
|
$425,345
0.01% of portfolio
|
Q3 2025
Reduced 24.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,760
shares
|
$420,024
0.0% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
17,754
shares
|
$419,882
0.01% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
17,733
shares
|
$419,385
0.01% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Bill Few Associates, Inc.
|
Jan 12, 2026 Q4 2025 |
17,462
shares
|
$412,976
0.12% of portfolio
|
Q2 2024
Added 32.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
17,239
shares
|
$407,702
0.0% of portfolio
|
Q3 2025
Added 13.38%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
17,203
shares
|
$406,850
0.22% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
17,015
shares
|
$402,404
0.11% of portfolio
|
Q3 2025
Added 13.43%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
16,651
shares
|
$393,796
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 12, 2026 Q4 2025 |
16,392
shares
|
$387,670
0.12% of portfolio
|
Q4 2025
Reduced 11.39%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
15,900
shares
|
$376,035
0.02% of portfolio
|
Q3 2025
Added 45.87%
|
|
|
Landaas & CO
Milwaukee, WI |
Jan 21, 2026 Q4 2025 |
15,483
shares
|
$366,172
0.09% of portfolio
|
Q4 2025
Added 55.05%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
15,435
shares
|
$365,037
0.17% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Oak Family Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
15,338
shares
|
$362,743
0.1% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
15,247
shares
|
$360,591
0.03% of portfolio
|
Q4 2025
Reduced 12.23%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
15,140
shares
|
$358,061
0.25% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
15,066
shares
|
$356,310
0.0% of portfolio
|
Q3 2025
Reduced 45.95%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
14,927
shares
|
$353,023
0.08% of portfolio
|
Q4 2025
Added 14.09%
|
|