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 148 institutions that hold shares in the stock, with a total of 8.65 Million shares, which have been reported (via 13F filing form) to have a value of $205 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
82,331
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
81,125
shares
|
$1.92 Million
0.12% of portfolio
|
Q3 2025
Added 9.87%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
80,005
shares
|
$1.89 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
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%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
70,637
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.43%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
67,074
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2025
Added 61.04%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
65,489
shares
|
$1.55 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
64,423
shares
|
$1.52 Million
0.36% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
61,310
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
60,984
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
58,814
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
56,318
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Added 449.23%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
56,263
shares
|
$1.33 Million
1.03% of portfolio
|
Q1 2025
Added 24.81%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
55,236
shares
|
$1.31 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
55,210
shares
|
$1.31 Million
0.32% of portfolio
|
Q3 2025
Added 37.67%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
50,177
shares
|
$1.19 Million
0.07% of portfolio
|
Q3 2025
Reduced 10.69%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
47,104
shares
|
$1.11 Million
0.23% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
46,175
shares
|
$1.09 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
44,493
shares
|
$1.05 Million
0.24% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
43,618
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Added 23.02%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
38,032
shares
|
$899,456
0.16% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
37,846
shares
|
$895,057
0.04% of portfolio
|
Q3 2025
Added 16.33%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
36,900
shares
|
$872,685
0.1% of portfolio
|
Q3 2025
Added 32.59%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
36,646
shares
|
$866,677
0.01% of portfolio
|
Q3 2025
Added 17.53%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
36,213
shares
|
$856,437
0.3% of portfolio
|
Q3 2025
Reduced 1.13%
|
|