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 132 institutions that hold shares in the stock, with a total of 6.78 Million shares, which have been reported (via 13F filing form) to have a value of $160 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
68,704
shares
|
$1.62 Million
0.53% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
64,225
shares
|
$1.52 Million
0.45% of portfolio
|
Q4 2020
Reduced 67.9%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
62,119
shares
|
$1.47 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
62,087
shares
|
$1.47 Million
0.16% of portfolio
|
Q4 2024
Added 39.5%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
58,716
shares
|
$1.39 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
55,119
shares
|
$1.3 Million
0.01% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
53,435
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
50,238
shares
|
$1.19 Million
0.23% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
49,565
shares
|
$1.17 Million
0.12% of portfolio
|
Q4 2024
Added 11.88%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
49,257
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
44,757
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Added 16.75%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
44,221
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
42,816
shares
|
$1.01 Million
0.28% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
42,451
shares
|
$1 Million
0.07% of portfolio
|
Q4 2024
Added 10.52%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
37,214
shares
|
$880,111
0.17% of portfolio
|
Q4 2024
Added 20.59%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
36,372
shares
|
$860,197
0.32% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
35,565
shares
|
$841,112
0.35% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
34,488
shares
|
$815,641
0.04% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
34,400
shares
|
$813,560
0.0% of portfolio
|
Q4 2024
Added 32.43%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,131
shares
|
$807,198
0.01% of portfolio
|
Q3 2023
Added 1.19%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
34,035
shares
|
$804,927
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
31,988
shares
|
$756,516
0.0% of portfolio
|
Q4 2024
Added 134.88%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
31,379
shares
|
$742,113
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
30,548
shares
|
$722,460
0.01% of portfolio
|
Q4 2024
Added 167.52%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
30,335
shares
|
$717,422
0.02% of portfolio
|
Q4 2024
Reduced 2.57%
|