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 |
|---|---|---|---|---|---|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
16,651
shares
|
$393,796
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
16,372
shares
|
$387,197
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
16,213
shares
|
$383,437
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
16,053
shares
|
$379,653
0.18% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
15,240
shares
|
$360,426
0.11% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
15,080
shares
|
$356,642
0.0% of portfolio
|
Q4 2024
Reduced 12.55%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 31, 2025 Q4 2024 |
14,776
shares
|
$349,452
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
14,767
shares
|
$349,239
0.28% of portfolio
|
Q2 2024
Reduced 8.6%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
14,762
shares
|
$349,121
0.01% of portfolio
|
Q4 2024
Added 35.41%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
13,876
shares
|
$328,167
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
13,864
shares
|
$327,883
0.16% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
13,477
shares
|
$318,731
0.03% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,426
shares
|
$317,524
0.0% of portfolio
|
Q4 2024
Reduced 73.76%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,296
shares
|
$314,450
0.01% of portfolio
|
Q2 2024
Added 28.89%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
13,227
shares
|
$312,818
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
13,170
shares
|
$311,470
0.12% of portfolio
|
Q4 2024
Added 43.62%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
13,083
shares
|
$309,412
0.12% of portfolio
|
Q3 2024
Added 19.28%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
13,022
shares
|
$307,970
0.01% of portfolio
|
Q4 2024
Added 49.15%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
12,933
shares
|
$305,865
0.23% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
12,906
shares
|
$305,226
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
12,738
shares
|
$301,253
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
12,610
shares
|
$298,226
0.16% of portfolio
|
Q4 2024
Added 18.24%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
12,426
shares
|
$293,874
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
12,259
shares
|
$289,925
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
11,953
shares
|
$282,688
0.16% of portfolio
|
Q2 2024
Reduced 3.43%
|