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 144 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 |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
89,550
shares
|
$2.11 Million
0.23% of portfolio
|
Q1 2025
Added 44.23%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
83,584
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
79,256
shares
|
$1.87 Million
0.03% of portfolio
|
Q2 2023
Reduced 4.67%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
75,628
shares
|
$1.78 Million
0.13% of portfolio
|
Q1 2025
Added 165.59%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
73,835
shares
|
$1.74 Million
0.11% of portfolio
|
Q2 2025
Added 14.41%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
68,102
shares
|
$1.6 Million
0.01% of portfolio
|
Q1 2025
Added 52.16%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
67,506
shares
|
$1.59 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
61,980
shares
|
$1.46 Million
0.41% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
57,593
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
Added 88.53%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
56,272
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
55,773
shares
|
$1.31 Million
0.11% of portfolio
|
Q2 2025
Added 150.97%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
55,387
shares
|
$1.3 Million
0.25% of portfolio
|
Q1 2025
Added 10.25%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
55,370
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
49,864
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
47,524
shares
|
$1.12 Million
0.43% of portfolio
|
Q1 2025
Added 33.63%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
46,135
shares
|
$1.09 Million
0.08% of portfolio
|
Q1 2025
Added 8.68%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
44,521
shares
|
$1.05 Million
0.3% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
44,212
shares
|
$1.04 Million
0.27% of portfolio
|
Q2 2025
Added 14.65%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
41,651
shares
|
$980,464
0.02% of portfolio
|
Q1 2025
Added 359.37%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
40,500
shares
|
$953,370
0.09% of portfolio
|
Q1 2025
Reduced 18.29%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
39,126
shares
|
$921,026
0.04% of portfolio
|
Q2 2025
Reduced 50.31%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
39,006
shares
|
$918,201
0.67% of portfolio
|
Q1 2025
Added 61.67%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
37,957
shares
|
$893,507
0.16% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
36,329
shares
|
$855,184
0.33% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
34,564
shares
|
$813,636
0.08% of portfolio
|
Q2 2025
Reduced 40.92%
|