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 148 institutions that hold shares in the stock, with a total of 8.58 Million shares, which have been reported (via 13F filing form) to have a value of $203 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
643,896
shares
|
$15.2 Million
0.0% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
510,847
shares
|
$12.1 Million
0.0% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
389,698
shares
|
$9.22 Million
0.0% of portfolio
|
Q3 2025
Added 14.38%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
332,053
shares
|
$7.85 Million
0.0% of portfolio
|
Q3 2025
Added 12.15%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
311,731
shares
|
$7.37 Million
0.0% of portfolio
|
Q3 2025
Reduced 32.6%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
308,022
shares
|
$7.28 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
305,326
shares
|
$7.22 Million
0.01% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
291,342
shares
|
$6.89 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
211,934
shares
|
$5.01 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
209,618
shares
|
$4.96 Million
0.01% of portfolio
|
Q3 2025
Added 23.18%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
206,904
shares
|
$4.89 Million
0.0% of portfolio
|
Q3 2025
Added 16.31%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
174,334
shares
|
$4.12 Million
0.08% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
171,860
shares
|
$4.06 Million
0.04% of portfolio
|
Q3 2025
Added 15.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
168,226
shares
|
$3.98 Million
0.02% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
158,357
shares
|
$3.75 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
147,998
shares
|
$3.5 Million
0.24% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
146,030
shares
|
$3.45 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
138,047
shares
|
$3.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.83%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
132,972
shares
|
$3.14 Million
0.27% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
128,677
shares
|
$3.04 Million
0.67% of portfolio
|
Q3 2025
Added 15.84%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
123,942
shares
|
$2.93 Million
0.18% of portfolio
|
Q3 2025
Added 58.53%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
109,777
shares
|
$2.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.83%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
105,266
shares
|
$2.49 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
103,212
shares
|
$2.44 Million
0.02% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
102,256
shares
|
$2.42 Million
0.46% of portfolio
|
Q3 2025
Reduced 2.03%
|
|