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 |
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
17,500
shares
|
$409,500
0.36% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
17,462
shares
|
$408,610
0.15% of portfolio
|
Q2 2024
Added 32.32%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
17,233
shares
|
$403,252
0.01% of portfolio
|
Q1 2025
Added 695.25%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
16,685
shares
|
$390,429
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
16,651
shares
|
$389,633
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
16,372
shares
|
$383,104
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
16,195
shares
|
$378,963
0.1% of portfolio
|
Q1 2025
Added 53.77%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
16,075
shares
|
$376,155
0.04% of portfolio
|
Q1 2025
Reduced 14.38%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
15,660
shares
|
$366,444
0.11% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Apr 22, 2025 Q1 2025 |
15,436
shares
|
$361,202
0.32% of portfolio
|
Q1 2025
Reduced 21.91%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
15,080
shares
|
$352,872
0.0% of portfolio
|
Q4 2024
Reduced 12.55%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
15,013
shares
|
$351,304
0.19% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
14,927
shares
|
$349,291
0.41% of portfolio
|
Q1 2025
Added 75.32%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
14,776
shares
|
$345,758
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
14,767
shares
|
$345,547
0.28% of portfolio
|
Q2 2024
Reduced 8.6%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
14,762
shares
|
$345,430
0.01% of portfolio
|
Q4 2024
Added 35.41%
|
|
|
Oak Family Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
14,338
shares
|
$335,509
0.12% of portfolio
|
Q1 2025
Added 8.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
13,940
shares
|
$326,196
0.0% of portfolio
|
Q1 2025
Added 39.11%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
13,759
shares
|
$321,960
0.16% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
13,477
shares
|
$315,361
0.04% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,426
shares
|
$314,168
0.0% of portfolio
|
Q4 2024
Reduced 73.76%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,296
shares
|
$311,126
0.01% of portfolio
|
Q2 2024
Added 28.89%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
13,227
shares
|
$309,511
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
13,083
shares
|
$306,142
0.12% of portfolio
|
Q3 2024
Added 19.28%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
13,057
shares
|
$305,533
0.23% of portfolio
|
Q1 2025
Added 0.96%
|