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 132 institutions that hold shares in the stock, with a total of 6.78 Million shares, which have been reported (via 13F filing form) to have a value of $161 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,356
shares
|
$32,137
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,317
shares
|
$31,212
0.0% of portfolio
|
Q3 2024
Reduced 70.54%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
957
shares
|
$22,680
0.0% of portfolio
|
Q3 2024
Added 58.44%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
865
shares
|
$20,500
0.0% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
850
shares
|
$20,145
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
375
shares
|
$8,887
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|