Free Trial
→ Boomers miss Bitcoin rally (From Stansberry Research) (Ad) Free BSMQ Stock Alerts

Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) Institutional Ownership

Invesco BulletShares 2026 Municipal Bond ETF logo
$23.62 +0.03 (+0.13%)
As of 01/17/2025 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2026 Municipal Bond ETF (NASDAQ:BSMQ)

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$40.43M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$5.20M
Get BSMQ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco BulletShares 2026 Municipal Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

BSMQ Institutional Buying and Selling by Quarter

Invesco BulletShares 2026 Municipal Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Clear Harbor Asset Management LLC19,535$460K0.0%+3.3%0.193%
1/16/2025Diversify Advisory Services LLC9,021$213K0.0%N/A0.091%
1/15/2025 Astoria Portfolio Advisors LLC.35,565$839K0.3%-8.2%0.359%
1/15/2025 CGN Advisors LLC58,716$1.38M0.1%-3.7%0.593%
1/15/2025 Wealthcare Advisory Partners LLC16,685$393K0.0%N/A0.169%
1/15/2025 Carnegie Investment Counsel30,335$715K0.0%-2.6%0.306%
1/14/2025 Kathmere Capital Management LLC22,223$524K0.0%N/A0.224%
1/14/2025 Tlwm22,339$527K0.1%+2.4%0.226%
1/13/2025 Sentinel Pension Advisors Inc.37,214$877K0.2%+20.6%0.376%
1/10/2025 Wealth Enhancement Advisory Services LLC18,747$445K0.0%N/A0.191%
1/8/2025 Legacy Private Trust Co.62,119$1.46M0.1%-3.1%0.634%
1/2/2025 Confluence Investment Management LLC215,731$5.09M0.1%-2.0%2.320%
11/25/2024Sanctuary Advisors LLC99,269$2.35M0.0%+14.1%1.067%
11/15/2024MML Investors Services LLC38,335$910K0.0%+4.0%0.412%
11/15/2024Jane Street Group LLC51,175$1.22M0.0%-8.0%0.550%
11/15/2024Stifel Financial Corp53,604$1.27M0.0%+354.4%0.576%
11/15/2024Integrated Wealth Concepts LLC56,142$1.33M0.0%+8.2%0.604%
11/15/2024HighTower Advisors LLC18,178$430K0.0%+3.4%0.195%
11/15/2024Benjamin Edwards Inc.21,951$521K0.0%N/A0.236%
11/14/2024Flow Traders U.S. LLC39,292$933K0.0%N/A0.422%
11/14/2024Captrust Financial Advisors17,244$409K0.0%+8.0%0.185%
11/14/2024Atlantic Union Bankshares Corp101,731$2.42M0.1%+33.4%1.094%
11/14/2024CreativeOne Wealth LLC80,000$1.90M0.1%N/A0.860%
11/12/2024Meridian Wealth Management LLC34,474$818K0.0%+17.4%0.371%
11/8/2024Avior Wealth Management LLC10,488$249K0.0%+17.9%0.113%
11/8/2024PNC Financial Services Group Inc.52,781$1.25M0.0%+24.1%0.568%
11/6/2024River Street Advisors LLC6,527$155K0.1%N/A0.070%
11/5/2024Paulson Wealth Management Inc.39,325$934K0.2%+16.6%0.423%
11/5/2024Aptus Capital Advisors LLC50,894$1.21M0.0%+9.1%0.547%
11/4/2024Addison Advisors LLC14,645$348K0.1%+27.0%0.157%
11/1/2024Atria Investments Inc87,620$2.08M0.0%+4.5%0.942%
10/31/2024 Confluence Investment Management LLC220,159$5.23M0.1%-5.8%2.367%
10/29/2024Key Financial Inc84,287$2.00M0.4%+62.5%0.906%
10/28/2024Hills Bank & Trust Co5,109$121K0.0%N/A0.055%
10/25/2024MONECO Advisors LLC44,506$1.06M0.1%+48.4%0.479%
10/24/2024Clear Harbor Asset Management LLC18,920$449K0.0%+11.0%0.203%
10/22/2024Foundry Financial Group Inc.8,500$202K0.1%N/A0.091%
10/22/2024Private Advisor Group LLC28,388$674K0.0%-30.1%0.305%
10/21/2024Venture Visionary Partners LLC15,168$360K0.0%-20.9%0.163%
10/18/2024Resonant Capital Advisors LLC86,533$2.05M0.2%-1.6%0.930%
10/18/2024AA Financial Advisors LLC23,441$556K0.2%+7.8%0.252%
10/18/2024Raymond James & Associates109,777$2.61M0.0%-24.8%1.180%
10/18/2024Precedent Wealth Partners LLC65,964$1.57M0.5%+22.1%0.709%
10/16/2024Cornerstone Wealth Management LLC38,411$912K0.1%+5.5%0.413%
10/16/2024 Sentinel Pension Advisors Inc.30,859$733K0.1%+9.7%0.332%
10/16/2024Asset Dedication LLC104,592$2.48M0.2%+10.7%1.125%
10/10/2024Webster Bank N. A.13,442$319K0.0%-30.6%0.145%
10/10/2024Silverlake Wealth Management LLC13,083$311K0.1%+19.3%0.141%
10/8/2024CWM LLC11,420$271K0.0%+722.2%0.124%
10/8/2024 Legacy Private Trust Co.64,074$1.52M0.1%-7.5%0.696%
10/8/2024 Tlwm21,805$518K0.1%-8.9%0.237%
9/5/2024Sanctuary Advisors LLC87,011$2.04M0.0%N/A1.024%
8/28/2024Farmers National Bank64,225$1.51M0.5%-1.3%0.756%
8/21/2024Truist Financial Corp299,437$7.04M0.0%N/A3.523%
8/16/2024Northwestern Mutual Wealth Management Co.84,982$2.00M0.0%+17.5%1.000%
8/16/2024NewEdge Advisors LLC127,504$3.00M0.0%+4.0%1.500%
8/13/2024Benjamin F. Edwards & Company Inc.19,572$460K0.0%-19.8%0.230%
8/8/2024Envestnet Asset Management Inc.112,635$2.65M0.0%+3.3%1.325%
8/7/2024Ashton Thomas Private Wealth LLC2,631$62K0.0%N/A0.031%
8/6/2024Asset Dedication LLC94,522$2.22M0.2%+5.2%1.112%
8/5/2024Private Advisor Group LLC40,595$954K0.0%-3.7%0.478%
8/2/2024Midland Wealth Advisors LLC11,273$265K0.0%+15.3%0.133%
8/1/2024Resonant Capital Advisors LLC87,964$2.07M0.2%-1.9%1.035%
7/31/2024Commonwealth Equity Services LLC264,550$6.22M0.0%+11.5%3.112%
7/30/2024WESPAC Advisors LLC17,500$411K0.3%-50.0%0.206%
7/30/2024Key Financial Inc51,863$1.22M0.3%+70.0%0.610%
7/26/2024AlphaStar Capital Management LLC41,181$968K0.1%+22.5%0.484%
7/26/2024First Command Advisory Services Inc.10,744$252K0.0%+456.4%0.126%
7/26/2024Paulson Wealth Management Inc.33,712$792K0.2%+21.9%0.397%
7/25/2024Atlantic Union Bankshares Corp76,266$1.79M0.1%+15.7%0.897%
7/23/2024Precedent Wealth Partners LLC54,021$1.27M0.5%+18.0%0.636%
7/22/2024Masso Torrence Wealth Management Inc.11,953$281K0.2%-3.4%0.141%
7/22/2024Hobbs Group Advisors LLC35,835$842K0.3%N/A0.422%
7/22/2024 Carnegie Investment Counsel31,135$732K0.0%-2.4%0.366%
7/19/2024MONECO Advisors LLC29,994$705K0.1%+201.6%0.357%
7/19/2024Raymond James & Associates146,033$3.43M0.0%+2.1%1.738%
7/17/2024Clear Harbor Asset Management LLC17,045$400K0.0%+15.1%0.203%
7/16/2024Cornerstone Wealth Management LLC36,399$855K0.1%+4.7%0.433%
7/16/2024Bill Few Associates Inc.17,462$410K0.2%+32.3%0.208%
7/16/2024Fortress Wealth Management Inc.27,043$635K0.3%+5.0%0.322%
7/16/2024AA Financial Advisors LLC21,743$511K0.2%+14.7%0.259%
7/16/2024Voisard Asset Management Group Inc.10,465$246K0.1%+273.8%0.125%
7/15/2024 Sterling Financial Group Inc.15,805$371K0.2%-12.0%0.188%
7/12/2024Webster Bank N. A.19,360$455K0.0%+119.8%0.230%
7/10/2024 CGN Advisors LLC61,100$1.44M0.2%-11.3%0.727%
7/9/2024 Astoria Portfolio Advisors LLC.38,584$907K0.3%+4.7%0.465%
7/2/2024Davis Capital Management14,767$347K0.3%-8.6%0.187%
7/1/2024 Confluence Investment Management LLC233,838$5.49M0.1%-0.5%2.960%
5/21/2024Atria Investments Inc79,928$1.88M0.0%+6.6%1.012%
5/17/2024Comerica Bank8,468$200K0.0%+1,076.1%0.107%
5/14/2024CreativeOne Wealth LLC80,000$1.89M0.1%N/A1.013%
5/14/2024 Sentinel Pension Advisors Inc.22,932$540K0.1%+29.5%0.290%
5/13/2024PAX Financial Group LLC43,682$1.03M0.2%-7.2%0.553%
5/6/2024OLD Second National Bank of Aurora7,877$186K0.0%-9.0%0.098%
5/4/2024Paulson Wealth Management Inc.27,660$652K0.2%+8.9%0.364%
5/3/2024AA Financial Advisors LLC18,949$447K0.2%+15.4%0.249%
5/2/2024First Command Advisory Services Inc.1,931$46K0.0%N/A0.025%
4/30/2024Private Advisor Group LLC42,158$993K0.0%+58.9%0.555%
4/29/2024Commonwealth Equity Services LLC237,219$5.59M0.0%+6.1%3.121%
4/26/2024YHB Investment Advisors Inc.1,900$45K0.0%N/A0.025%
(Data available from 1/1/2016 forward)

BSMQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSMQ shares?

During the previous two years, 98 institutional investors and hedge funds held shares of Invesco BulletShares 2026 Municipal Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($9.33M), LPL Financial LLC ($7.70M), Truist Financial Corp ($7.04M), Commonwealth Equity Services LLC ($6.22M), Confluence Investment Management LLC ($5.09M), NewEdge Advisors LLC ($3.00M), and OneAscent Financial Services LLC ($2.98M).Learn more on BSMQ's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2026 Municipal Bond ETF stock?

Of the 92 institutional investors that purchased Invesco BulletShares 2026 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Truist Financial Corp ($299.44K), Confluence Investment Management LLC ($237.66K), LPL Financial LLC ($209.91K), CreativeOne Wealth LLC ($160K), OneAscent Financial Services LLC ($126.42K), Commonwealth Equity Services LLC ($125.34K), and Key Financial Inc ($116.55K).

How much institutional buying is happening at Invesco BulletShares 2026 Municipal Bond ETF?

Institutional investors have bought a total of 3,116,635 shares in the last 24 months. This purchase volume represents approximately $93.01M in transactions.

Which Invesco BulletShares 2026 Municipal Bond ETF major shareholders have been selling company stock?

Of the 33 institutional investors that sold Invesco BulletShares 2026 Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CGN Advisors LLC ($39.57K), Raymond James & Associates ($36.26K), Confluence Investment Management LLC ($26.62K), Savant Capital LLC ($25.22K), Legacy Private Trust Co. ($18.55K), WESPAC Advisors LLC ($17.50K), and Flow Traders U.S. LLC ($16.81K).

How much institutional selling is happening at Invesco BulletShares 2026 Municipal Bond ETF?

Institutional investors have sold a total of 309,838 shares in the last 24 months. This volume of shares sold represents approximately $7.69M in transactions.


Related Companies

This page (NASDAQ:BSMQ) was last updated on 1/18/2025 by MarketBeat.com Staff
From Our Partners
Last time you’ll see this priced at $1.00
When was the last time you bought something for a buck? I don’t even think you can buy anything at McDonalds f...
StocksToTrade | Sponsored
Do this Before Elon’s Reveal on January 22nd
Elon’s newest tech could pay you an extra $30,000 a year — while you sleep. It’s smaller than a quarter but...
Brownstone Research | Sponsored
HOTTEST TRADER IN AMERICA 🔥🔥🔥
Ready for a rocket ride this weekend? After alerting his readers to a tiny $2 stock called Bright Minds Bio...
Timothy Sykes | Sponsored
Grab This Altcoin Before Trump's Crypto Announcement
Grab This Altcoin Before Trump's Crypto Announcement Whatever it is, I expect it to pump the market, which ...
Crypto 101 Media | Sponsored
Trump Insider: Day One will Shock Everyone
A rare opportunity for everyday Americans like you to turn a small stake into real wealth in the stock market....
InvestorPlace | Sponsored
Stunning Trump Exec Order Leaked
Most people have no clue this unassuming facility exists. Yet the minute Donald Trump takes office... ...
Banyan Hill Publishing | Sponsored
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
Investing Tools You’ll Need for 2025
Investing Tools You’ll Need for 2025 Charles Payne Shares His #1 Strategy for 2025
Unstoppable Prosperity | Sponsored