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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
14,328
shares
|
$337,710
0.0% of portfolio
|
Q2 2025
Reduced 39.82%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
13,296
shares
|
$313,386
0.01% of portfolio
|
Q2 2024
Added 28.89%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
13,216
shares
|
$311,501
0.22% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
13,181
shares
|
$310,676
0.14% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
13,083
shares
|
$308,366
0.09% of portfolio
|
Q3 2024
Added 19.28%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
12,953
shares
|
$305,302
0.15% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
12,599
shares
|
$296,958
0.24% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
12,259
shares
|
$288,944
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
12,176
shares
|
$286,988
0.02% of portfolio
|
Q2 2025
Added 24.55%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
12,153
shares
|
$286,446
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
12,125
shares
|
$285,786
0.03% of portfolio
|
Q2 2025
Reduced 24.57%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
12,016
shares
|
$283,217
0.0% of portfolio
|
Q2 2025
Reduced 26.61%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
11,926
shares
|
$281,095
0.02% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
11,772
shares
|
$277,466
0.03% of portfolio
|
Q2 2025
Reduced 12.65%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
11,363
shares
|
$267,825
0.01% of portfolio
|
Q4 2024
Added 18.09%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
11,195
shares
|
$263,866
0.22% of portfolio
|
Q1 2025
Reduced 19.32%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Aug 12, 2025 Q2 2025 |
11,077
shares
|
$261,084
0.24% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
10,900
shares
|
$256,913
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
10,797
shares
|
$254,485
0.0% of portfolio
|
Q2 2025
Reduced 18.74%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
10,796
shares
|
$254,461
0.0% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
10,620
shares
|
$250,313
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
10,410
shares
|
$245,363
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
10,302
shares
|
$242,818
0.03% of portfolio
|
Q1 2023
Added 0.21%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
10,254
shares
|
$241,686
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
9,986
shares
|
$235,370
0.06% of portfolio
|
Q2 2025
New holding
|