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 |
|---|---|---|---|---|---|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
9,963
shares
|
$235,624
0.01% of portfolio
|
Q3 2025
Reduced 12.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
9,617
shares
|
$227,442
0.0% of portfolio
|
Q3 2025
Added 807.26%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
9,283
shares
|
$219,542
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
9,259
shares
|
$218,975
0.0% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
9,232
shares
|
$218,336
0.01% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
8,836
shares
|
$208,971
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
8,716
shares
|
$206,133
0.0% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
8,635
shares
|
$204,217
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
8,500
shares
|
$201,025
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
8,487
shares
|
$200,717
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
8,475
shares
|
$200,433
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
7,225
shares
|
$170,871
0.02% of portfolio
|
Q3 2025
Reduced 40.41%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 03, 2025 Q3 2025 |
7,050
shares
|
$166,732
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
5,337
shares
|
$126,220
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
4,348
shares
|
$102,830
0.08% of portfolio
|
Q3 2025
Reduced 61.16%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,629
shares
|
$85,825
0.0% of portfolio
|
Q3 2025
Added 221.43%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,575
shares
|
$84,548
0.0% of portfolio
|
Q3 2025
Added 853.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,926
shares
|
$69,199
0.0% of portfolio
|
Q2 2025
Reduced 26.2%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,384
shares
|
$32,731
0.0% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
850
shares
|
$20,102
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
604
shares
|
$14,284
0.0% of portfolio
|
Q3 2025
Reduced 33.7%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
150
shares
|
$3,547
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|