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 |
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
13,022
shares
|
$304,714
0.01% of portfolio
|
Q4 2024
Added 49.15%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
12,738
shares
|
$298,069
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
12,610
shares
|
$295,074
0.16% of portfolio
|
Q4 2024
Added 18.24%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
12,510
shares
|
$292,734
0.27% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
12,259
shares
|
$286,860
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Apr 22, 2025 Q1 2025 |
11,953
shares
|
$279,700
0.16% of portfolio
|
Q2 2024
Reduced 3.43%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
11,273
shares
|
$263,788
0.02% of portfolio
|
Q2 2024
Added 15.35%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
11,195
shares
|
$261,962
0.22% of portfolio
|
Q1 2025
Reduced 19.32%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
11,157
shares
|
$261,073
0.01% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
11,108
shares
|
$259,927
0.02% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
10,798
shares
|
$252,673
0.02% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
10,724
shares
|
$250,941
0.0% of portfolio
|
Q1 2025
Reduced 9.98%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
10,302
shares
|
$241,066
0.03% of portfolio
|
Q1 2023
Added 0.21%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
9,801
shares
|
$229,343
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
9,613
shares
|
$224,944
0.01% of portfolio
|
Q1 2025
Reduced 8.34%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
9,387
shares
|
$219,655
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
9,103
shares
|
$213,010
0.01% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
8,950
shares
|
$209,430
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
8,931
shares
|
$208,985
0.15% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
8,635
shares
|
$202,059
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
8,632
shares
|
$201,988
0.0% of portfolio
|
Q4 2024
Added 43.79%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
8,500
shares
|
$198,900
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
8,485
shares
|
$198,549
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
8,475
shares
|
$198,315
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
7,877
shares
|
$184,321
0.05% of portfolio
|
Q1 2024
Reduced 8.98%
|