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 148 institutions that hold shares in the stock, with a total of 8.65 Million shares, which have been reported (via 13F filing form) to have a value of $205 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 30, 2025 Q3 2025 |
14,776
shares
|
$349,452
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
14,411
shares
|
$340,820
0.03% of portfolio
|
Q3 2025
Added 22.42%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
14,328
shares
|
$338,857
0.0% of portfolio
|
Q2 2025
Reduced 39.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
13,842
shares
|
$327,363
0.0% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
13,619
shares
|
$322,089
0.0% of portfolio
|
Q3 2025
Reduced 79.84%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
13,296
shares
|
$314,450
0.01% of portfolio
|
Q2 2024
Added 28.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
13,201
shares
|
$312,203
0.0% of portfolio
|
Q3 2025
Reduced 50.13%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
13,083
shares
|
$309,412
0.08% of portfolio
|
Q3 2024
Added 19.28%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
12,953
shares
|
$306,338
0.14% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
12,880
shares
|
$304,612
0.19% of portfolio
|
Q3 2025
Added 51.8%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
12,777
shares
|
$302,176
0.19% of portfolio
|
Q3 2025
Reduced 17.81%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
12,689
shares
|
$300,094
0.23% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
12,259
shares
|
$289,925
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
12,161
shares
|
$287,607
0.01% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
12,016
shares
|
$284,178
0.0% of portfolio
|
Q2 2025
Reduced 26.61%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
11,992
shares
|
$283,610
0.01% of portfolio
|
Q3 2025
Added 810.55%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Nov 14, 2025 Q3 2025 |
11,077
shares
|
$261,971
0.22% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
11,050
shares
|
$261,332
0.1% of portfolio
|
Q3 2025
Reduced 16.17%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
11,047
shares
|
$261,261
0.18% of portfolio
|
Q3 2025
Reduced 25.19%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
10,979
shares
|
$259,653
0.0% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
10,933
shares
|
$258,565
0.0% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
10,869
shares
|
$257,051
0.0% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
10,620
shares
|
$251,162
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
10,302
shares
|
$243,642
0.03% of portfolio
|
Q1 2023
Added 0.21%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
9,986
shares
|
$236,168
0.06% of portfolio
|
Q2 2025
New holding
|
|