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Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) Institutional Ownership

Invesco BulletShares 2026 Municipal Bond ETF logo
$23.60 0.00 (0.00%)
Closing price 04:00 PM Eastern
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$23.61 +0.01 (+0.04%)
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Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2026 Municipal Bond ETF (NASDAQ:BSMQ)

Number of
Institutional Buyers
(last 12 months)
108
Total
Institutional Inflows
(last 12 months)
$78.17M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$17.64M
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BSMQ Institutional Buying and Selling by Quarter

Invesco BulletShares 2026 Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/23/2025Webster Bank N. A.14,411$340K0.0%+22.4%0.116%
10/23/2025Clear Harbor Asset Management LLC24,615$582K0.0%+20.6%0.199%
10/22/2025 OneAscent Financial Services LLC141,437$3.34M0.5%+7.1%1.141%
10/22/2025 Kathmere Capital Management LLC55,236$1.31M0.1%-1.0%0.445%
10/22/2025 Geneos Wealth Management Inc.3,575$84K0.0%+853.3%0.029%
10/22/2025 OLD Second National Bank of Aurora21,770$514K0.1%+279.0%0.176%
10/22/2025 Foronjy Financial LLC20,212$478K0.2%-10.3%0.163%
10/22/2025 River Street Advisors LLC22,944$542K0.2%+25.4%0.185%
10/22/2025 Commonwealth Equity Services LLC291,342$6.88M0.0%-0.2%2.350%
10/21/2025 Davis Capital Management11,047$261K0.2%N/A0.090%
10/21/2025 Signaturefd LLC67,074$1.59M0.0%+61.0%0.545%
10/20/2025 Accurate Wealth Management LLC28,626$677K0.1%+20.7%0.233%
10/20/2025 Marietta Wealth Management LLC30,334$717K0.1%+42.8%0.247%
10/20/2025 Clark Asset Management LLC36,900$872K0.1%+32.6%0.300%
10/16/2025 Carnegie Investment Counsel17,985$425K0.0%-24.1%0.146%
10/15/2025 Brookstone Capital Management8,716$206K0.0%-8.0%0.071%
10/15/2025 Private Trust Co. NA7,225$171K0.0%-40.4%0.059%
10/14/2025 Farther Finance Advisors LLC15,745$372K0.0%+420.3%0.128%
10/14/2025 Precedent Wealth Partners LLC128,677$3.04M0.7%+15.8%1.046%
10/14/2025 Confluence Investment Management LLC105,266$2.49M0.0%-5.0%0.856%
10/9/2025 CGN Advisors LLC17,371$410K0.0%-49.7%0.141%
10/9/2025 Central Valley Advisors LLC18,499$437K0.1%-89.9%0.150%
10/8/2025 Legacy Private Trust Co.81,125$1.92M0.1%+9.9%0.660%
10/6/2025 Venture Visionary Partners LLC9,963$235K0.0%-12.3%0.081%
10/6/2025 Cambridge Financial Group LLC16,727$395K0.1%N/A0.136%
9/4/2025Osaic Holdings Inc.170,171$4.01M0.0%-7.8%1.384%
8/26/2025Thrivent Financial for Lutherans67,542$1.59M0.0%+395.9%0.549%
8/19/2025Asset Dedication LLC131,581$3.10M0.2%+14.5%1.070%
8/15/2025MML Investors Services LLC81,897$1.93M0.0%+20.3%0.666%
8/15/2025EP Wealth Advisors LLC12,016$283K0.0%-26.6%0.098%
8/15/2025Bank of America Corp DE340,698$8.03M0.0%+16.0%2.770%
8/15/2025Ameriprise Financial Inc.10,254$242K0.0%N/A0.083%
8/14/2025Jane Street Group LLC84,524$1.99M0.0%-26.3%0.687%
8/14/2025Raymond James Financial Inc.159,077$3.75M0.0%+4.3%1.293%
8/14/2025NewEdge Advisors LLC160,743$3.79M0.0%+6.2%1.307%
8/13/2025StoneX Group Inc.22,224$524K0.0%-21.6%0.181%
8/13/2025Invesco Ltd.296,072$6.98M0.0%+4.3%2.407%
8/13/2025VestGen Advisors LLC149,868$3.53M0.1%+1.4%1.218%
8/13/2025Lido Advisors LLC27,410$646K0.0%+8.7%0.223%
8/13/2025Denver Wealth Management Inc.13,181$311K0.1%-4.2%0.107%
8/13/2025Northwestern Mutual Wealth Management Co.79,348$1.87M0.0%-5.1%0.645%
8/13/2025Vermillion & White Wealth Management Group LLC28,249$666K0.4%-27.6%0.230%
8/12/2025Farmers National Bank63,128$1.49M0.4%+1.9%0.513%
8/12/2025Steward Partners Investment Advisory LLC1,060$25K0.0%N/A0.009%
8/12/2025Northeast Planning Associates INC. NH11,077$261K0.2%+13.0%0.090%
8/12/2025 YANKCOM Partnership21,440$505K0.2%+42.8%0.174%
8/11/2025Landaas & Co. WI ADV9,986$235K0.1%N/A0.081%
8/11/2025PAX Financial Group LLC48,414$1.14M0.2%-12.6%0.394%
8/11/2025Western Wealth Management LLC10,900$257K0.0%N/A0.089%
8/8/2025Cetera Investment Advisers15,204$358K0.0%+9.1%0.124%
8/8/2025PNC Financial Services Group Inc.27,874$657K0.0%-49.7%0.227%
8/7/2025Addison Advisors LLC15,000$353K0.1%-4.2%0.122%
8/6/2025Paulson Wealth Management Inc.40,104$945K0.2%-9.9%0.326%
8/6/2025Atlantic Union Bankshares Corp165,321$3.90M0.1%+11.5%1.344%
8/6/2025SNS Financial Group LLC10,620$250K0.0%N/A0.086%
8/5/2025Key Financial Inc104,371$2.46M0.5%+6.3%0.849%
8/5/2025Hills Bank & Trust Co78,182$1.84M0.1%+3.4%0.636%
8/4/2025AlphaStar Capital Management LLC46,348$1.09M0.1%+14.4%0.377%
8/1/2025 Clark Asset Management LLC27,830$656K0.1%+29.9%0.226%
8/1/2025 Koss Olinger Consulting LLC31,181$735K0.1%+188.8%0.254%
8/1/2025Envestnet Asset Management Inc.170,080$4.01M0.0%-19.6%1.383%
7/31/2025Resonant Capital Advisors LLC65,489$1.54M0.1%-3.0%0.532%
7/31/2025 Carnegie Investment Counsel23,685$558K0.0%-16.9%0.193%
7/30/2025Freedom Investment Management Inc.11,926$281K0.0%-4.5%0.097%
7/29/2025 Private Trust Co. NA12,125$286K0.0%-24.6%0.099%
7/28/2025Mutual Advisors LLC8,935$210K0.0%N/A0.073%
7/28/2025Axxcess Wealth Management LLC8,993$212K0.0%N/A0.073%
7/25/2025 Astoria Portfolio Advisors LLC.36,626$861K0.2%-22.9%0.298%
7/25/2025Yarger Wealth Strategies LLC17,082$402K0.2%N/A0.139%
7/25/2025Hobbs Group Advisors LLC19,097$450K0.2%-47.4%0.155%
7/24/2025IFP Advisors Inc1,129$27K0.0%-37.5%0.009%
7/23/2025WESPAC Advisors LLC26,036$613K0.4%+48.8%0.212%
7/22/2025Duncan Williams Asset Management LLC18,536$437K0.1%N/A0.151%
7/22/2025 Marietta Wealth Management LLC21,245$501K0.1%N/A0.173%
7/22/2025Kickstand Ventures LLC.18,536$437K0.1%+14.5%0.151%
7/22/2025Wealthcare Advisory Partners LLC17,754$418K0.0%+6.4%0.144%
7/21/2025 Precedent Wealth Partners LLC111,085$2.62M0.6%+9.9%0.903%
7/21/2025 River Street Advisors LLC18,302$431K0.2%N/A0.149%
7/21/2025 OLD Second National Bank of Aurora5,744$135K0.0%-27.1%0.047%
7/18/2025Truist Financial Corp298,961$7.04M0.0%-1.1%2.431%
7/17/2025Oak Family Advisors LLC15,338$361K0.1%+7.0%0.125%
7/16/2025 Kathmere Capital Management LLC55,773$1.31M0.1%+151.0%0.453%
7/15/2025 Accurate Wealth Management LLC23,724$560K0.1%N/A0.193%
7/15/2025 CGN Advisors LLC34,564$814K0.1%-40.9%0.281%
7/14/2025 Sentinel Pension Advisors LLC37,957$894K0.2%-2.0%0.309%
7/14/2025 Masso Torrence Wealth Management Inc.12,953$305K0.1%+8.4%0.105%
7/11/2025 Farther Finance Advisors LLC3,026$71K0.0%+89.1%0.025%
7/11/2025 AA Financial Advisors LLC21,557$508K0.1%-4.8%0.175%
7/10/2025 Voisard Asset Management Group Inc.44,212$1.04M0.3%+14.7%0.359%
7/10/2025 Focus Financial Network Inc.39,126$922K0.0%-50.3%0.318%
7/9/2025 Central Valley Advisors LLC182,424$4.30M1.5%-1.4%1.483%
7/8/2025Webster Bank N. A.11,772$277K0.0%-12.7%0.096%
7/8/2025 Legacy Private Trust Co.73,835$1.74M0.1%+14.4%0.600%
7/1/2025 Confluence Investment Management LLC110,838$2.61M0.0%-3.1%0.964%
5/27/2025Jacobi Capital Management LLC9,776$231K0.0%-12.0%0.085%
5/20/2025Focus Partners Wealth80,922$1.91M0.0%+6.6%0.704%
5/20/2025Anchor Investment Management LLC3,000$71K0.0%N/A0.026%
5/19/2025Jane Street Group LLC114,709$2.71M0.0%+754.4%0.997%
5/16/2025Jones Financial Companies Lllp243,370$5.74M0.0%+2,719.4%2.116%
5/16/2025NewEdge Advisors LLC151,395$3.57M0.0%+23.9%1.316%
(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, 144 institutional investors and hedge funds held shares of Invesco BulletShares 2026 Municipal Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($14.13M), LPL Financial LLC ($9.99M), Bank of America Corp DE ($8.03M), Truist Financial Corp ($7.04M), Invesco Ltd. ($6.98M), Commonwealth Equity Services LLC ($6.88M), and Jones Financial Companies Lllp ($5.74M).Learn more on Invesco BulletShares 2026 Municipal Bond ETF's institutional investors.

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

Of the 132 institutional investors that purchased Invesco BulletShares 2026 Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($312.99K), Truist Financial Corp ($299.44K), OneAscent Financial Services LLC ($263.13K), Jones Financial Companies Lllp ($237.37K), Confluence Investment Management LLC ($235.10K), Bank of New York Mellon Corp ($207.98K), and Central Valley Advisors LLC ($185.10K).

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

Institutional investors have bought a total of 3,311,900 shares in the last 24 months. This purchase volume represents approximately $78.17M in transactions.

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

Of the 53 institutional investors that sold Invesco BulletShares 2026 Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Central Valley Advisors LLC ($166.60K), Confluence Investment Management LLC ($128.57K), Jane Street Group LLC ($72.40K), CGN Advisors LLC ($43.39K), Envestnet Asset Management Inc. ($41.37K), Focus Financial Network Inc. ($39.61K), and PNC Financial Services Group Inc. ($27.50K).

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

Institutional investors have sold a total of 747,605 shares in the last 24 months. This volume of shares sold represents approximately $17.64M in transactions.



This page (NASDAQ:BSMQ) was last updated on 10/24/2025 by MarketBeat.com Staff
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