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 |
|---|---|---|---|---|---|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
19,636
shares
|
$464,391
0.05% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
19,572
shares
|
$462,877
0.01% of portfolio
|
Q2 2024
Reduced 19.75%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
18,688
shares
|
$441,971
0.01% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
18,536
shares
|
$438,376
0.1% of portfolio
|
Q2 2025
Added 14.46%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
18,499
shares
|
$437,501
0.14% of portfolio
|
Q3 2025
Reduced 89.86%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
17,985
shares
|
$425,345
0.01% of portfolio
|
Q3 2025
Reduced 24.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,760
shares
|
$420,024
0.0% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
17,754
shares
|
$419,882
0.01% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
17,733
shares
|
$419,385
0.01% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
17,462
shares
|
$412,976
0.12% of portfolio
|
Q2 2024
Added 32.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
17,239
shares
|
$407,702
0.0% of portfolio
|
Q3 2025
Added 13.38%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
17,203
shares
|
$406,850
0.22% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
17,015
shares
|
$402,404
0.11% of portfolio
|
Q3 2025
Added 13.43%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
16,727
shares
|
$395,593
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
16,651
shares
|
$393,796
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
15,900
shares
|
$376,035
0.02% of portfolio
|
Q3 2025
Added 45.87%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
15,745
shares
|
$372,369
0.01% of portfolio
|
Q3 2025
Added 420.32%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
15,435
shares
|
$365,037
0.17% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Oak Family Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
15,338
shares
|
$362,743
0.1% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
15,247
shares
|
$360,591
0.03% of portfolio
|
Q4 2025
Reduced 12.23%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
15,140
shares
|
$358,061
0.25% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
15,066
shares
|
$356,310
0.0% of portfolio
|
Q3 2025
Reduced 45.95%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
15,013
shares
|
$355,057
0.19% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
14,826
shares
|
$350,634
0.02% of portfolio
|
Q3 2025
Added 21.76%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
14,795
shares
|
$349,901
0.0% of portfolio
|
Q3 2025
New holding
|
|