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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
19,556
shares
|
$462,108
0.0% of portfolio
|
Q1 2025
Added 29.68%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
19,097
shares
|
$451,262
0.15% of portfolio
|
Q2 2025
Reduced 47.43%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
18,688
shares
|
$441,597
0.01% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
18,536
shares
|
$438,005
0.1% of portfolio
|
Q2 2025
Added 14.46%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
18,536
shares
|
$438,005
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
18,499
shares
|
$437,131
0.14% of portfolio
|
Q3 2025
Reduced 89.86%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
18,408
shares
|
$434,981
0.19% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
18,091
shares
|
$427,490
0.0% of portfolio
|
Q2 2025
Added 91.18%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
17,985
shares
|
$424,985
0.01% of portfolio
|
Q3 2025
Reduced 24.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,760
shares
|
$419,668
0.0% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
17,754
shares
|
$419,527
0.01% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
17,608
shares
|
$416,077
0.01% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
17,462
shares
|
$412,627
0.12% of portfolio
|
Q2 2024
Added 32.32%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
17,371
shares
|
$410,476
0.04% of portfolio
|
Q3 2025
Reduced 49.74%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
17,082
shares
|
$403,647
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
16,727
shares
|
$395,259
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
16,651
shares
|
$393,463
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
15,745
shares
|
$372,054
0.01% of portfolio
|
Q3 2025
Added 420.32%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
15,546
shares
|
$367,351
0.28% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Oak Family Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
15,338
shares
|
$362,436
0.1% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
15,204
shares
|
$359,270
0.0% of portfolio
|
Q2 2025
Added 9.07%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
15,140
shares
|
$357,758
0.25% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
15,013
shares
|
$354,757
0.19% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
15,000
shares
|
$354,450
0.1% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
14,776
shares
|
$349,156
0.28% of portfolio
|
Q4 2023
New holding
|