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 113 institutions that hold shares in the stock, with a total of 5.86 Million shares, which have been reported (via 13F filing form) to have a value of $138 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
24,052
shares
|
$567,146
0.87% of portfolio
|
Q4 2022
Added 48.4%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
23,959
shares
|
$564,953
0.42% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
23,441
shares
|
$552,738
0.16% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
21,951
shares
|
$517,604
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tlwm
San Antonio, TX |
Oct 07, 2024 Q3 2024 |
21,805
shares
|
$514,161
0.11% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
21,538
shares
|
$507,866
0.0% of portfolio
|
Q3 2024
Added 8.57%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
19,572
shares
|
$461,507
0.01% of portfolio
|
Q2 2024
Reduced 19.75%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
18,920
shares
|
$446,133
0.04% of portfolio
|
Q3 2024
Added 11.0%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
18,910
shares
|
$445,897
0.0% of portfolio
|
Q3 2024
Added 14.03%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
18,775
shares
|
$442,714
0.05% of portfolio
|
Q4 2023
Reduced 2.09%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,178
shares
|
$428,637
0.0% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,760
shares
|
$418,780
0.0% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
17,500
shares
|
$412,649
0.32% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
17,462
shares
|
$411,753
0.15% of portfolio
|
Q2 2024
Added 32.32%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
17,244
shares
|
$406,613
0.0% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
16,651
shares
|
$392,630
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Oct 22, 2024 Q3 2024 |
15,805
shares
|
$372,681
0.21% of portfolio
|
Q2 2024
Reduced 12.0%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
15,168
shares
|
$357,661
0.02% of portfolio
|
Q3 2024
Reduced 20.9%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
15,114
shares
|
$356,388
0.0% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
14,776
shares
|
$348,418
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
14,767
shares
|
$348,205
0.28% of portfolio
|
Q2 2024
Reduced 8.6%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
14,645
shares
|
$345,329
0.1% of portfolio
|
Q3 2024
Added 27.02%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
13,940
shares
|
$328,705
0.16% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
13,619
shares
|
$321,136
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
13,482
shares
|
$317,905
0.14% of portfolio
|
Q3 2024
Added 0.66%
|