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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
32,899
shares
|
$777,403
0.0% of portfolio
|
Q2 2025
Added 17.83%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
32,532
shares
|
$768,731
0.03% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
31,181
shares
|
$736,807
0.06% of portfolio
|
Q2 2025
Added 188.77%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
31,179
shares
|
$736,759
0.01% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
30,660
shares
|
$724,495
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
30,334
shares
|
$716,792
0.09% of portfolio
|
Q3 2025
Added 42.78%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
28,626
shares
|
$676,432
0.1% of portfolio
|
Q3 2025
Added 20.66%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
28,249
shares
|
$667,523
0.43% of portfolio
|
Q2 2025
Reduced 27.58%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
27,874
shares
|
$658,662
0.0% of portfolio
|
Q2 2025
Reduced 49.66%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
27,410
shares
|
$647,698
0.0% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
27,234
shares
|
$643,539
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
26,471
shares
|
$625,509
0.0% of portfolio
|
Q1 2025
Added 27.87%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
26,036
shares
|
$615,230
0.48% of portfolio
|
Q2 2025
Added 48.78%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 23, 2025 Q3 2025 |
24,615
shares
|
$581,652
0.03% of portfolio
|
Q3 2025
Added 20.57%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
24,052
shares
|
$568,348
0.87% of portfolio
|
Q4 2022
Added 48.4%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
23,412
shares
|
$553,225
0.01% of portfolio
|
Q2 2025
Added 13.32%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
22,944
shares
|
$542,166
0.21% of portfolio
|
Q3 2025
Added 25.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
22,829
shares
|
$539,449
0.0% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Tlwm
San Antonio, TX |
Oct 10, 2025 Q3 2025 |
22,269
shares
|
$526,216
0.1% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
22,224
shares
|
$525,153
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
21,770
shares
|
$514,425
0.12% of portfolio
|
Q3 2025
Added 279.0%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
21,654
shares
|
$511,684
0.1% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
20,236
shares
|
$478,176
0.06% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
20,212
shares
|
$477,609
0.21% of portfolio
|
Q3 2025
Reduced 10.29%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
19,572
shares
|
$462,486
0.01% of portfolio
|
Q2 2024
Reduced 19.75%
|