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 |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
9,613
shares
|
$226,386
0.01% of portfolio
|
Q1 2025
Reduced 8.34%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
9,478
shares
|
$223,206
0.0% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
9,169
shares
|
$215,929
0.01% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
8,993
shares
|
$211,785
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
8,950
shares
|
$210,772
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
8,935
shares
|
$210,419
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
8,635
shares
|
$203,354
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
8,500
shares
|
$200,175
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
8,485
shares
|
$199,821
0.15% of portfolio
|
Q2 2024
Added 50.72%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
8,475
shares
|
$199,586
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
7,050
shares
|
$166,027
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
5,744
shares
|
$135,271
0.03% of portfolio
|
Q2 2025
Reduced 27.08%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
5,337
shares
|
$125,686
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
4,214
shares
|
$99,239
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
3,072
shares
|
$72,345
0.0% of portfolio
|
Q1 2025
Reduced 21.19%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,026
shares
|
$71,262
0.0% of portfolio
|
Q2 2025
Added 89.13%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
3,000
shares
|
$70,650
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,926
shares
|
$68,907
0.0% of portfolio
|
Q2 2025
Reduced 26.2%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,365
shares
|
$32,145
0.0% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,317
shares
|
$31,015
0.0% of portfolio
|
Q3 2024
Reduced 70.54%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,129
shares
|
$26,587
0.0% of portfolio
|
Q2 2025
Reduced 37.49%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,060
shares
|
$24,963
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
911
shares
|
$21,454
0.0% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
850
shares
|
$20,017
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
738
shares
|
$17,379
0.0% of portfolio
|
Q1 2025
New holding
|