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 8.23 Million shares, which have been reported (via 13F filing form) to have a value of $194 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
34,400
shares
|
$810,120
0.0% of portfolio
|
Q4 2024
Added 32.43%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
34,131
shares
|
$803,785
0.01% of portfolio
|
Q3 2023
Added 1.19%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
32,899
shares
|
$774,771
0.0% of portfolio
|
Q2 2025
Added 17.83%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
32,532
shares
|
$766,128
0.03% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
31,181
shares
|
$734,312
0.06% of portfolio
|
Q2 2025
Added 188.77%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
31,179
shares
|
$734,265
0.01% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
30,660
shares
|
$722,043
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
28,249
shares
|
$665,263
0.43% of portfolio
|
Q2 2025
Reduced 27.58%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
27,874
shares
|
$656,432
0.0% of portfolio
|
Q2 2025
Reduced 49.66%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
27,830
shares
|
$655,396
0.09% of portfolio
|
Q2 2025
Added 29.94%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
27,410
shares
|
$645,505
0.0% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
27,234
shares
|
$641,360
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
26,471
shares
|
$623,392
0.0% of portfolio
|
Q1 2025
Added 27.87%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
26,036
shares
|
$613,147
0.48% of portfolio
|
Q2 2025
Added 48.78%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
24,052
shares
|
$566,424
0.87% of portfolio
|
Q4 2022
Added 48.4%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
23,724
shares
|
$558,700
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
23,685
shares
|
$557,781
0.01% of portfolio
|
Q2 2025
Reduced 16.85%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
23,412
shares
|
$551,352
0.01% of portfolio
|
Q2 2025
Added 13.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
22,829
shares
|
$537,622
0.0% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
22,530
shares
|
$530,581
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Tlwm
San Antonio, TX |
Jul 28, 2025 Q2 2025 |
22,458
shares
|
$528,885
0.1% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
22,224
shares
|
$523,375
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
21,557
shares
|
$507,667
0.11% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
21,245
shares
|
$500,319
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
20,415
shares
|
$480,773
0.04% of portfolio
|
Q2 2025
Added 0.2%
|