Free Trial
→ The Crypto That’s Making Wall Street Sweat (From Crypto 101 Media) (Ad) Free BSMQ Stock Alerts

Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) Institutional Ownership

Invesco BulletShares 2026 Municipal Bond ETF logo
$23.65 +0.01 (+0.04%)
(As of 11/15/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$42.93M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$4.90M
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
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%
11/15/2024 Stifel Financial Corp53,604$1.27M0.0%+354.4%0.576%
11/15/2024 Integrated Wealth Concepts LLC56,142$1.33M0.0%+8.2%0.604%
11/15/2024 HighTower Advisors LLC18,178$430K0.0%+3.4%0.195%
11/15/2024 Benjamin Edwards Inc.21,951$521K0.0%N/A0.236%
11/14/2024 Flow Traders U.S. LLC39,292$933K0.0%N/A0.422%
11/14/2024 Captrust Financial Advisors17,244$409K0.0%+8.0%0.185%
11/14/2024 Atlantic Union Bankshares Corp101,731$2.42M0.1%+33.4%1.094%
11/14/2024 CreativeOne Wealth LLC80,000$1.90M0.1%N/A0.860%
11/12/2024 Meridian Wealth Management LLC34,474$818K0.0%+17.4%0.371%
11/8/2024 Avior Wealth Management LLC10,488$249K0.0%+17.9%0.113%
11/8/2024 PNC Financial Services Group Inc.52,781$1.25M0.0%+24.1%0.568%
11/6/2024 River Street Advisors LLC6,527$155K0.1%N/A0.070%
11/5/2024 Paulson Wealth Management Inc.39,325$934K0.2%+16.6%0.423%
11/5/2024 Aptus Capital Advisors LLC50,894$1.21M0.0%+9.1%0.547%
11/4/2024 Addison Advisors LLC14,645$348K0.1%+27.0%0.157%
11/1/2024 Atria 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%
10/29/2024 Key Financial Inc84,287$2.00M0.4%+62.5%0.906%
10/28/2024 Hills Bank & Trust Co5,109$121K0.0%N/A0.055%
10/25/2024 MONECO Advisors LLC44,506$1.06M0.1%+48.4%0.479%
10/24/2024 Clear Harbor Asset Management LLC18,920$449K0.0%+11.0%0.203%
10/22/2024 Foundry Financial Group Inc.8,500$202K0.1%N/A0.091%
10/22/2024 Private Advisor Group LLC28,388$674K0.0%-30.1%0.305%
10/21/2024 Venture Visionary Partners LLC15,168$360K0.0%-20.9%0.163%
10/18/2024Resonant Capital Advisors LLC86,533$2.05M0.2%-1.6%0.930%
10/18/2024 AA 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%
10/16/2024 Cornerstone 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%
10/16/2024 Asset Dedication LLC104,592$2.48M0.2%+10.7%1.125%
10/10/2024 Webster Bank N. A.13,442$319K0.0%-30.6%0.145%
10/10/2024 Silverlake Wealth Management LLC13,083$311K0.1%+19.3%0.141%
10/8/2024 CWM 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%
This company will win the AI race (Ad)

Rome wasn’t built in a day… But there is another lesser-known type of keystone, one that plays an equally critical role in supporting the most revolutionary technology the world’s ever seen… artificial intelligence. And without it, the entire AI industry would collapse.

You must read this new presentation from Porter Stansberry.
8/21/2024 Truist Financial Corp299,437$7.04M0.0%N/A3.523%
8/16/2024 Northwestern Mutual Wealth Management Co.84,982$2.00M0.0%+17.5%1.000%
8/16/2024 NewEdge 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%
8/8/2024 Envestnet Asset Management Inc.112,635$2.65M0.0%+3.3%1.325%
8/7/2024 Ashton Thomas Private Wealth LLC2,631$62K0.0%N/A0.031%
8/6/2024 Asset Dedication LLC94,522$2.22M0.2%+5.2%1.112%
8/5/2024 Private Advisor Group LLC40,595$954K0.0%-3.7%0.478%
8/2/2024 Midland 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%
7/30/2024 WESPAC Advisors LLC17,500$411K0.3%-50.0%0.206%
7/30/2024 Key Financial Inc51,863$1.22M0.3%+70.0%0.610%
7/26/2024 AlphaStar Capital Management LLC41,181$968K0.1%+22.5%0.484%
7/26/2024 First Command Advisory Services Inc.10,744$252K0.0%+456.4%0.126%
7/26/2024 Paulson Wealth Management Inc.33,712$792K0.2%+21.9%0.397%
7/25/2024 Atlantic 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%
7/22/2024 Masso 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%
7/19/2024 MONECO Advisors LLC29,994$705K0.1%+201.6%0.357%
7/19/2024Raymond James & Associates146,033$3.43M0.0%+2.1%1.738%
7/17/2024 Clear Harbor Asset Management LLC17,045$400K0.0%+15.1%0.203%
7/16/2024 Cornerstone Wealth Management LLC36,399$855K0.1%+4.7%0.433%
7/16/2024 Bill 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%
7/16/2024 AA Financial Advisors LLC21,743$511K0.2%+14.7%0.259%
7/16/2024 Voisard 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%
7/12/2024 Webster Bank N. A.19,360$455K0.0%+119.8%0.230%
7/10/2024CGN 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%
7/2/2024 Davis Capital Management14,767$347K0.3%-8.6%0.187%
7/1/2024 Confluence Investment Management LLC233,838$5.49M0.1%-0.5%2.960%
5/21/2024 Atria Investments Inc79,928$1.88M0.0%+6.6%1.012%
5/17/2024 Comerica Bank8,468$200K0.0%+1,076.1%0.107%
5/14/2024 CreativeOne Wealth LLC80,000$1.89M0.1%N/A1.013%
5/14/2024 Sentinel Pension Advisors Inc.22,932$540K0.1%+29.5%0.290%
5/13/2024 PAX Financial Group LLC43,682$1.03M0.2%-7.2%0.553%
5/6/2024 OLD Second National Bank of Aurora7,877$186K0.0%-9.0%0.098%
5/4/2024 Paulson Wealth Management Inc.27,660$652K0.2%+8.9%0.364%
5/3/2024 AA Financial Advisors LLC18,949$447K0.2%+15.4%0.249%
5/2/2024 First Command Advisory Services Inc.1,931$46K0.0%N/A0.025%
4/30/2024 Private Advisor Group LLC42,158$993K0.0%+58.9%0.555%
4/29/2024Commonwealth Equity Services LLC237,219$5.59M0.0%+6.1%3.121%
4/26/2024 YHB Investment Advisors Inc.1,900$45K0.0%N/A0.025%
4/26/2024 MONECO Advisors LLC9,945$234K0.0%+11.5%0.131%
4/23/2024Precedent Wealth Partners LLC45,773$1.08M0.5%+32.1%0.602%
4/19/2024 Cornerstone Wealth Management LLC34,779$820K0.1%+1.4%0.464%
This company will win the AI race (Ad)

Rome wasn’t built in a day… But there is another lesser-known type of keystone, one that plays an equally critical role in supporting the most revolutionary technology the world’s ever seen… artificial intelligence. And without it, the entire AI industry would collapse.

You must read this new presentation from Porter Stansberry.
4/18/2024 Silverlake Wealth Management LLC10,968$258K0.1%N/A0.146%
4/17/2024 River Street Advisors LLC31,927$752K0.5%N/A0.426%
4/16/2024 OneAscent Financial Services LLC126,418$2.98M0.3%+1.0%1.686%
4/16/2024 Webster Bank N. A.8,810$208K0.0%+21.3%0.117%
4/16/2024 Astoria Portfolio Advisors LLC.36,862$866K0.3%+1.3%0.491%
4/16/2024 Atlantic Union Bankshares Corp65,903$1.55M0.1%+6.1%0.879%
4/16/2024 Tlwm23,934$564K0.1%+3.2%0.319%
4/12/2024CGN Advisors LLC68,882$1.62M0.2%-30.0%0.918%
4/10/2024 Sterling Financial Group Inc.17,960$423K0.2%-42.0%0.239%
4/1/2024 Confluence Investment Management LLC235,096$5.54M0.1%N/A3.359%
(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, 94 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 ($5.23M), 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 88 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: Confluence Investment Management LLC ($480.80K), Truist Financial Corp ($299.44K), 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 3,301,897 shares in the last 24 months. This purchase volume represents approximately $103.74M 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 ($37.32K), Raymond James & Associates ($36.26K), Savant Capital LLC ($25.22K), Confluence Investment Management LLC ($22.20K), WESPAC Advisors LLC ($17.50K), Flow Traders U.S. LLC ($16.81K), and Legacy Private Trust Co. ($16.60K).

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

Institutional investors have sold a total of 297,226 shares in the last 24 months. This volume of shares sold represents approximately $7.39M in transactions.


Related Companies

This page (NASDAQ:BSMQ) was last updated on 11/17/2024 by MarketBeat.com Staff
From Our Partners
Bill Gates’s Next Big AI Bet: Stargate
In February 2016… when almost nobody was talking about artificial intelligence…. I picked Nvidia as one of ...
Brownstone Research | Sponsored
The Crypto That’s Making Wall Street Sweat
The Crypto Wall Street Is Desperate to Hide It's happening now, right under everyone's radar. Big tech gian...
Crypto 101 Media | Sponsored
There is a little known company that is changing warfare
With geo - political instability around the world investors are flocking to defense contract stocks. There...
Reticulate | Sponsored
The #1 Crypto for AI
We’ve issued an urgent landmark trade alert for a new crypto wonder. So, I decided to give you this heads-u...
Weiss Ratings | Sponsored
Tim Sykes’ Urgent Trade Alert: “Make this move now”
WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...
Timothy Sykes | Sponsored
Elon knows the truth, which is why they want him silenced
Elon Musk is one of mankind’s greatest innovators. But for all his visionary prowess and contributions to h...
Porter & Company | Sponsored
24/7 Automated Profits in Crypto
What if you could make consistent daily profits in crypto with minimal effort? Beyond trading lies a vast w...
Crypto Swap Profits | Sponsored
Trump Wins… But Elon Says Get Ready to Brace
Trump's back in the White House, ready to hit the gas on America's comeback. He's taking on the economy wi...
Genesis Gold Group | Sponsored