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 |
|---|---|---|---|---|---|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
6,527
shares
|
$153,906
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
6,003
shares
|
$141,550
0.0% of portfolio
|
Q3 2024
Added 401.09%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
5,109
shares
|
$120,470
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,898
shares
|
$91,914
0.0% of portfolio
|
Q3 2024
Reduced 54.01%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,152
shares
|
$50,744
0.0% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,771
shares
|
$41,760
0.0% of portfolio
|
Q2 2024
Added 0.63%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,317
shares
|
$31,054
0.0% of portfolio
|
Q3 2024
Reduced 70.54%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
957
shares
|
$22,566
0.0% of portfolio
|
Q3 2024
Added 58.44%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
859
shares
|
$20,255
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
850
shares
|
$20,043
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
375
shares
|
$8,842
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
280
shares
|
$6,602
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|