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 8.07 Million shares, which have been reported (via 13F filing form) to have a value of $191 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
640,934
shares
|
$15.1 Million
0.0% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
500,997
shares
|
$11.8 Million
0.0% of portfolio
|
Q2 2025
Added 18.43%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
462,536
shares
|
$10.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
340,698
shares
|
$8.05 Million
0.0% of portfolio
|
Q2 2025
Added 15.96%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
298,961
shares
|
$7.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
296,072
shares
|
$7 Million
0.0% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
291,874
shares
|
$6.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
177,892
shares
|
$4.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
170,171
shares
|
$4.02 Million
0.01% of portfolio
|
Q2 2025
Added 41.92%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
170,080
shares
|
$4.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.56%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
165,321
shares
|
$3.91 Million
0.09% of portfolio
|
Q2 2025
Added 11.55%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
160,743
shares
|
$3.8 Million
0.02% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
159,077
shares
|
$3.76 Million
0.0% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
149,868
shares
|
$3.54 Million
0.14% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
149,088
shares
|
$3.52 Million
0.04% of portfolio
|
Q2 2025
Added 32.55%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
132,059
shares
|
$3.12 Million
0.22% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
131,581
shares
|
$3.11 Million
0.23% of portfolio
|
Q2 2025
Added 14.54%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
129,978
shares
|
$3.07 Million
0.3% of portfolio
|
Q1 2025
Added 48.5%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
128,677
shares
|
$3.04 Million
0.67% of portfolio
|
Q3 2025
Added 15.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
109,777
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.83%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
105,266
shares
|
$2.49 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
104,371
shares
|
$2.47 Million
0.5% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
103,212
shares
|
$2.44 Million
0.02% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
84,524
shares
|
$2 Million
0.0% of portfolio
|
Q2 2025
Reduced 26.31%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
81,897
shares
|
$1.94 Million
0.01% of portfolio
|
Q2 2025
Added 20.26%
|