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 |
|---|---|---|---|---|---|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
8,475
shares
|
$198,908
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
8,475
shares
|
$198,908
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
7,877
shares
|
$184,873
0.05% of portfolio
|
Q1 2024
Reduced 8.98%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
May 07, 2025 Q1 2025 |
7,050
shares
|
$165,463
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
5,337
shares
|
$125,259
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,965
shares
|
$93,058
0.0% of portfolio
|
Q4 2024
Added 1316.07%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,072
shares
|
$72,099
0.0% of portfolio
|
Q1 2025
Reduced 21.19%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
3,000
shares
|
$70,410
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,806
shares
|
$42,386
0.0% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,600
shares
|
$37,552
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,365
shares
|
$32,036
0.0% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,317
shares
|
$30,909
0.0% of portfolio
|
Q3 2024
Reduced 70.54%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
911
shares
|
$21,381
0.0% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
850
shares
|
$19,949
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
738
shares
|
$17,320
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
375
shares
|
$8,801
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
150
shares
|
$3,520
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|