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 137 institutions that hold shares in the stock, with a total of 7.01 Million shares, which have been reported (via 13F filing form) to have a value of $165 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
30,548
shares
|
$720,016
0.01% of portfolio
|
Q4 2024
Added 167.52%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
30,335
shares
|
$714,995
0.02% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
28,476
shares
|
$671,179
0.05% of portfolio
|
Q4 2024
Added 457.37%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
26,938
shares
|
$634,928
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
26,836
shares
|
$632,524
0.02% of portfolio
|
Q4 2024
Added 76.93%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
26,471
shares
|
$623,921
0.0% of portfolio
|
Q1 2025
Added 27.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
25,593
shares
|
$603,227
0.0% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
25,210
shares
|
$594,199
0.0% of portfolio
|
Q4 2024
Added 33.32%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
24,127
shares
|
$568,673
0.42% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
24,052
shares
|
$566,905
0.87% of portfolio
|
Q4 2022
Added 48.4%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
23,859
shares
|
$562,356
0.0% of portfolio
|
Q4 2024
Reduced 15.95%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
22,638
shares
|
$533,577
0.13% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
22,339
shares
|
$526,530
0.1% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
22,223
shares
|
$523,796
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
21,768
shares
|
$513,071
0.01% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 02, 2025 Q4 2024 |
21,299
shares
|
$502,017
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
20,859
shares
|
$491,646
0.0% of portfolio
|
Q4 2024
Added 38.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
19,855
shares
|
$467,982
0.0% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
19,766
shares
|
$465,884
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
19,572
shares
|
$461,312
0.01% of portfolio
|
Q2 2024
Reduced 19.75%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
19,535
shares
|
$460,439
0.04% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
18,977
shares
|
$447,287
0.15% of portfolio
|
Q4 2024
Added 81.34%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
18,775
shares
|
$442,526
0.05% of portfolio
|
Q4 2023
Reduced 2.09%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 15, 2025 Q1 2025 |
18,563
shares
|
$437,529
0.2% of portfolio
|
Q1 2025
Added 15.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,760
shares
|
$418,603
0.0% of portfolio
|
Q3 2024
Added 3.21%
|