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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
11,913
shares
|
$281,742
0.0% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
11,273
shares
|
$266,606
0.02% of portfolio
|
Q2 2024
Added 15.35%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
11,108
shares
|
$262,704
0.02% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
10,532
shares
|
$249,081
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
10,488
shares
|
$248,041
0.01% of portfolio
|
Q3 2024
Added 17.87%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
10,302
shares
|
$243,642
0.03% of portfolio
|
Q1 2023
Added 0.21%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
10,211
shares
|
$241,490
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
10,186
shares
|
$240,898
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
10,021
shares
|
$236,996
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
9,067
shares
|
$214,434
0.0% of portfolio
|
Q4 2024
Added 34.31%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
9,021
shares
|
$213,346
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
8,950
shares
|
$211,667
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
8,896
shares
|
$210,390
0.14% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
8,635
shares
|
$204,217
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
8,632
shares
|
$204,146
0.0% of portfolio
|
Q4 2024
Added 43.79%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
8,514
shares
|
$201,356
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
8,500
shares
|
$201,025
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
8,475
shares
|
$200,433
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
7,877
shares
|
$186,291
0.05% of portfolio
|
Q1 2024
Reduced 8.98%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Feb 11, 2025 Q4 2024 |
7,050
shares
|
$166,732
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
6,527
shares
|
$154,363
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
3,965
shares
|
$93,772
0.0% of portfolio
|
Q4 2024
Added 1316.07%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,898
shares
|
$92,187
0.0% of portfolio
|
Q3 2024
Reduced 54.01%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,167
shares
|
$51,249
0.0% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,797
shares
|
$42,499
0.0% of portfolio
|
Q4 2024
Added 0.73%
|