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 153 institutions that hold shares in the stock, with a total of 8.12 Million shares, which have been reported (via 13F filing form) to have a value of $192 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
81,125
shares
|
$1.92 Million
0.12% of portfolio
|
Q3 2025
Added 9.87%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
79,348
shares
|
$1.87 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
79,256
shares
|
$1.87 Million
0.03% of portfolio
|
Q2 2023
Reduced 4.67%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
78,182
shares
|
$1.85 Million
0.12% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
67,542
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Added 395.94%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
67,074
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2025
Added 61.04%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
65,489
shares
|
$1.55 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
63,128
shares
|
$1.49 Million
0.39% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
60,907
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
57,914
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
57,444
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Added 15.2%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
56,263
shares
|
$1.33 Million
1.03% of portfolio
|
Q1 2025
Added 24.81%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
56,185
shares
|
$1.33 Million
0.08% of portfolio
|
Q2 2025
Added 21.78%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
55,236
shares
|
$1.31 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
48,414
shares
|
$1.14 Million
0.24% of portfolio
|
Q2 2025
Reduced 12.59%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
46,348
shares
|
$1.1 Million
0.08% of portfolio
|
Q2 2025
Added 14.44%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
44,493
shares
|
$1.05 Million
0.24% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
40,104
shares
|
$947,657
0.25% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
38,032
shares
|
$898,696
0.16% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
36,900
shares
|
$871,947
0.1% of portfolio
|
Q3 2025
Added 32.59%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
36,213
shares
|
$855,713
0.3% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
35,457
shares
|
$837,848
0.0% of portfolio
|
Q2 2025
Added 49.34%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
34,883
shares
|
$824,285
0.01% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
34,400
shares
|
$812,872
0.0% of portfolio
|
Q4 2024
Added 32.43%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,131
shares
|
$806,515
0.01% of portfolio
|
Q3 2023
Added 1.19%
|