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 143 institutions that hold shares in the stock, with a total of 7.92 Million shares, which have been reported (via 13F filing form) to have a value of $186 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,131
shares
|
$801,054
0.01% of portfolio
|
Q3 2023
Added 1.19%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
34,035
shares
|
$798,801
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
32,532
shares
|
$763,526
0.04% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
31,385
shares
|
$736,605
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
30,641
shares
|
$719,144
0.01% of portfolio
|
Q1 2025
Reduced 30.71%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
28,485
shares
|
$668,542
0.02% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
28,350
shares
|
$665,374
0.04% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
27,921
shares
|
$655,305
0.0% of portfolio
|
Q1 2025
Added 17.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
26,471
shares
|
$621,274
0.0% of portfolio
|
Q1 2025
Added 27.87%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
25,210
shares
|
$591,678
0.0% of portfolio
|
Q4 2024
Added 33.32%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
24,052
shares
|
$564,500
0.87% of portfolio
|
Q4 2022
Added 48.4%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
23,809
shares
|
$558,797
0.0% of portfolio
|
Q1 2025
Added 14.14%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
23,742
shares
|
$557,224
0.0% of portfolio
|
Q1 2025
Added 19.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
22,975
shares
|
$539,223
0.0% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
22,638
shares
|
$531,313
0.13% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
22,458
shares
|
$527,089
0.11% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
22,223
shares
|
$521,573
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
21,417
shares
|
$502,656
0.08% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
20,660
shares
|
$484,890
0.01% of portfolio
|
Q1 2025
Added 39.95%
|
|
|
Clear Harbor Asset Management, LLC
|
May 15, 2025 Q1 2025 |
20,375
shares
|
$478,201
0.04% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
19,572
shares
|
$459,354
0.01% of portfolio
|
Q2 2024
Reduced 19.75%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
19,556
shares
|
$458,979
0.0% of portfolio
|
Q1 2025
Added 29.68%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
19,386
shares
|
$454,989
0.06% of portfolio
|
Q1 2025
Added 12.25%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
18,616
shares
|
$436,917
0.01% of portfolio
|
Q1 2025
Reduced 14.48%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 15, 2025 Q1 2025 |
18,563
shares
|
$435,673
0.2% of portfolio
|
Q1 2025
Added 15.64%
|