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 149 institutions that hold shares in the stock, with a total of 7.97 Million shares, which have been reported (via 13F filing form) to have a value of $187 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
19,097
shares
|
$448,970
0.15% of portfolio
|
Q2 2025
Reduced 47.43%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
18,616
shares
|
$437,662
0.01% of portfolio
|
Q1 2025
Reduced 14.48%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
18,536
shares
|
$435,781
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
18,536
shares
|
$435,781
0.1% of portfolio
|
Q2 2025
Added 14.46%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
18,408
shares
|
$432,772
0.19% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
18,302
shares
|
$430,280
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,760
shares
|
$417,537
0.0% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
17,754
shares
|
$417,396
0.01% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
17,608
shares
|
$413,964
0.01% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
17,462
shares
|
$410,531
0.13% of portfolio
|
Q2 2024
Added 32.32%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
17,082
shares
|
$401,597
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
16,651
shares
|
$391,465
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
16,372
shares
|
$384,905
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
15,660
shares
|
$368,166
0.11% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
15,546
shares
|
$365,486
0.28% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Oak Family Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
15,338
shares
|
$360,596
0.12% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
15,033
shares
|
$353,425
0.32% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
15,013
shares
|
$352,955
0.19% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
14,776
shares
|
$347,383
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
14,767
shares
|
$347,172
0.28% of portfolio
|
Q2 2024
Reduced 8.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
13,940
shares
|
$327,729
0.0% of portfolio
|
Q1 2025
Added 39.11%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
13,759
shares
|
$323,474
0.16% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
13,619
shares
|
$320,182
0.0% of portfolio
|
Q1 2025
Reduced 57.42%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
13,296
shares
|
$312,588
0.01% of portfolio
|
Q2 2024
Added 28.89%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
13,287
shares
|
$312,377
0.0% of portfolio
|
Q1 2025
Added 0.45%
|