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 105 institutions that hold shares in the stock, with a total of 5.36 Million shares, which have been reported (via 13F filing form) to have a value of $127 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Masso Torrence Wealth Management Inc.
|
Jul 22, 2024 Q2 2024 |
11,953
shares
|
$282,927
0.16% of portfolio
|
Q2 2024
Reduced 3.43%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
11,797
shares
|
$279,234
0.0% of portfolio
|
Q2 2024
Reduced 11.56%
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
11,651
shares
|
$275,779
0.04% of portfolio
|
Q2 2024
Added 6.88%
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
11,530
shares
|
$272,915
0.09% of portfolio
|
Q2 2024
Added 0.13%
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 01, 2024 Q2 2024 |
11,273
shares
|
$266,831
0.02% of portfolio
|
Q2 2024
Added 15.35%
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 02, 2024 Q2 2024 |
10,968
shares
|
$259,612
0.11% of portfolio
|
Q1 2024
New holding
|
|
First Command Advisory Services, Inc.
|
Jul 26, 2024 Q2 2024 |
10,744
shares
|
$254,310
0.0% of portfolio
|
Q2 2024
Added 456.4%
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 15, 2024 Q2 2024 |
10,465
shares
|
$247,706
0.12% of portfolio
|
Q2 2024
Added 273.75%
|
|
Kohmann Bosshard Financial Services, LLC
|
Jul 10, 2024 Q2 2024 |
10,302
shares
|
$243,848
0.03% of portfolio
|
Q1 2023
Added 0.21%
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
9,198
shares
|
$217,716
0.02% of portfolio
|
Q2 2024
New holding
|
|
Latitude Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
9,122
shares
|
$215,917
0.15% of portfolio
|
Q2 2024
Added 1.51%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
9,028
shares
|
$213,692
0.0% of portfolio
|
Q2 2024
Reduced 7.54%
|
|
Mgo One Seven LLC
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
8,979
shares
|
$212,532
0.01% of portfolio
|
Q1 2024
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
8,898
shares
|
$210,615
0.01% of portfolio
|
Q2 2024
Reduced 29.7%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
8,731
shares
|
$206,662
0.0% of portfolio
|
Q2 2024
New holding
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
8,585
shares
|
$203,206
0.0% of portfolio
|
Q2 2024
New holding
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
8,475
shares
|
$200,603
0.0% of portfolio
|
Q2 2024
Added 0.08%
|
|
Old Second National Bank Of Aurora
|
Aug 12, 2024 Q2 2024 |
7,877
shares
|
$186,448
0.05% of portfolio
|
Q1 2024
Reduced 8.98%
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 29, 2024 Q2 2024 |
6,751
shares
|
$159,796
0.0% of portfolio
|
Q1 2024
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
4,470
shares
|
$105,804
0.0% of portfolio
|
Q3 2023
Added 25.07%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
2,631
shares
|
$62,275
0.0% of portfolio
|
Q2 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
2,136
shares
|
$50,559
0.0% of portfolio
|
Q2 2024
Added 0.66%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,771
shares
|
$41,919
0.0% of portfolio
|
Q2 2024
Added 0.63%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
1,389
shares
|
$32,877
0.0% of portfolio
|
Q4 2022
Reduced 47.84%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
1,198
shares
|
$28,356
0.0% of portfolio
|
Q2 2024
New holding
|