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 |
|---|---|---|---|---|---|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
13,442
shares
|
$316,962
0.03% of portfolio
|
Q3 2024
Reduced 30.57%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,296
shares
|
$313,519
0.01% of portfolio
|
Q2 2024
Added 28.89%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
13,083
shares
|
$308,497
0.12% of portfolio
|
Q3 2024
Added 19.28%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
12,838
shares
|
$302,720
0.23% of portfolio
|
Q4 2023
Added 20.6%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
12,259
shares
|
$289,067
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
11,953
shares
|
$281,851
0.16% of portfolio
|
Q2 2024
Reduced 3.43%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
11,652
shares
|
$274,754
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
11,651
shares
|
$274,730
0.04% of portfolio
|
Q2 2024
Added 6.88%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
11,420
shares
|
$269,283
0.0% of portfolio
|
Q3 2024
Added 722.17%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
11,419
shares
|
$269,260
0.0% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
11,273
shares
|
$265,817
0.02% of portfolio
|
Q2 2024
Added 15.35%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
10,902
shares
|
$257,069
0.0% of portfolio
|
Q3 2024
Added 26.99%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
10,665
shares
|
$251,480
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
10,558
shares
|
$248,957
0.02% of portfolio
|
Q3 2024
Added 14.79%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
10,532
shares
|
$248,344
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
10,488
shares
|
$247,307
0.01% of portfolio
|
Q3 2024
Added 17.87%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
10,465
shares
|
$246,764
0.1% of portfolio
|
Q2 2024
Added 273.75%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
10,302
shares
|
$242,921
0.03% of portfolio
|
Q1 2023
Added 0.21%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
9,202
shares
|
$216,983
0.14% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Oak Family Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
9,170
shares
|
$216,228
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
8,731
shares
|
$205,876
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
8,500
shares
|
$200,430
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
7,877
shares
|
$185,739
0.05% of portfolio
|
Q1 2024
Reduced 8.98%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
7,050
shares
|
$166,239
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
6,751
shares
|
$159,188
0.0% of portfolio
|
Q1 2024
New holding
|