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 |
|---|---|---|---|---|---|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
28,476
shares
|
$673,457
0.05% of portfolio
|
Q4 2024
Added 457.37%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
26,938
shares
|
$637,083
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
26,836
shares
|
$634,671
0.02% of portfolio
|
Q4 2024
Added 76.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
25,593
shares
|
$605,274
0.0% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
25,210
shares
|
$596,216
0.0% of portfolio
|
Q4 2024
Added 33.32%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
24,127
shares
|
$570,603
0.42% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
24,052
shares
|
$568,829
0.87% of portfolio
|
Q4 2022
Added 48.4%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
23,859
shares
|
$564,265
0.0% of portfolio
|
Q4 2024
Reduced 15.95%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
22,339
shares
|
$528,317
0.1% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
22,223
shares
|
$525,573
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
22,147
shares
|
$523,776
0.14% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
21,768
shares
|
$514,813
0.01% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
20,859
shares
|
$493,315
0.0% of portfolio
|
Q4 2024
Added 38.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
20,701
shares
|
$489,578
0.0% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
19,855
shares
|
$469,570
0.0% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
19,766
shares
|
$467,465
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
19,572
shares
|
$462,877
0.01% of portfolio
|
Q2 2024
Reduced 19.75%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
19,535
shares
|
$462,002
0.04% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
18,977
shares
|
$448,806
0.15% of portfolio
|
Q4 2024
Added 81.34%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
18,775
shares
|
$444,028
0.05% of portfolio
|
Q4 2023
Reduced 2.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,760
shares
|
$420,024
0.0% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
17,500
shares
|
$413,875
0.32% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
17,462
shares
|
$412,976
0.15% of portfolio
|
Q2 2024
Added 32.32%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
17,271
shares
|
$408,459
0.05% of portfolio
|
Q4 2024
Added 48.24%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
16,685
shares
|
$394,600
0.01% of portfolio
|
Q4 2024
New holding
|