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 |
|---|---|---|---|---|---|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
17,500
shares
|
$412,475
0.32% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
17,462
shares
|
$411,579
0.15% of portfolio
|
Q2 2024
Added 32.32%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
17,271
shares
|
$407,077
0.05% of portfolio
|
Q4 2024
Added 48.24%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
16,685
shares
|
$393,265
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
16,651
shares
|
$392,464
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
16,372
shares
|
$385,888
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
16,213
shares
|
$382,140
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
15,240
shares
|
$359,206
0.11% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
15,080
shares
|
$355,435
0.0% of portfolio
|
Q4 2024
Reduced 12.55%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 31, 2025 Q4 2024 |
14,776
shares
|
$348,270
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
14,767
shares
|
$348,058
0.28% of portfolio
|
Q2 2024
Reduced 8.6%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
14,762
shares
|
$347,940
0.01% of portfolio
|
Q4 2024
Added 35.41%
|
|
|
Oak Family Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
14,338
shares
|
$337,946
0.12% of portfolio
|
Q1 2025
Added 8.87%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
13,864
shares
|
$326,774
0.16% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
13,477
shares
|
$317,652
0.04% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,426
shares
|
$316,450
0.0% of portfolio
|
Q4 2024
Reduced 73.76%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,296
shares
|
$313,386
0.01% of portfolio
|
Q2 2024
Added 28.89%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
13,227
shares
|
$311,760
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
13,083
shares
|
$308,366
0.12% of portfolio
|
Q3 2024
Added 19.28%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
13,057
shares
|
$307,753
0.23% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
13,022
shares
|
$306,928
0.01% of portfolio
|
Q4 2024
Added 49.15%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
12,738
shares
|
$300,234
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
12,610
shares
|
$297,217
0.16% of portfolio
|
Q4 2024
Added 18.24%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
12,426
shares
|
$292,880
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
12,259
shares
|
$288,944
0.07% of portfolio
|
Q1 2023
New holding
|