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 144 institutions that hold shares in the stock, with a total of 7.92 Million shares, which have been reported (via 13F filing form) to have a value of $186 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
12,610
shares
|
$296,839
0.17% of portfolio
|
Q4 2024
Added 18.24%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
12,510
shares
|
$294,485
0.27% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
12,490
shares
|
$294,014
0.03% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
12,259
shares
|
$288,576
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
12,151
shares
|
$286,034
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
11,772
shares
|
$277,112
0.03% of portfolio
|
Q2 2025
Reduced 12.65%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
11,363
shares
|
$267,485
0.01% of portfolio
|
Q4 2024
Added 18.09%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
11,273
shares
|
$265,366
0.02% of portfolio
|
Q2 2024
Added 15.35%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
11,195
shares
|
$263,530
0.22% of portfolio
|
Q1 2025
Reduced 19.32%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
11,157
shares
|
$262,635
0.01% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,882
shares
|
$256,162
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
10,798
shares
|
$254,184
0.02% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
10,724
shares
|
$252,442
0.0% of portfolio
|
Q1 2025
Reduced 9.98%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
10,302
shares
|
$242,509
0.03% of portfolio
|
Q1 2023
Added 0.21%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
9,801
shares
|
$230,715
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
9,776
shares
|
$230,127
0.02% of portfolio
|
Q1 2025
Reduced 11.99%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
9,613
shares
|
$226,290
0.01% of portfolio
|
Q1 2025
Reduced 8.34%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
9,463
shares
|
$222,759
0.0% of portfolio
|
Q1 2025
Reduced 96.11%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
9,387
shares
|
$220,969
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
9,103
shares
|
$214,284
0.01% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
8,950
shares
|
$210,683
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
8,931
shares
|
$210,235
0.15% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
8,931
shares
|
$210,235
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
8,635
shares
|
$203,267
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
8,500
shares
|
$200,090
0.11% of portfolio
|
Q3 2024
New holding
|