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Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) Institutional Ownership

Invesco BulletShares 2026 Municipal Bond ETF logo
$23.58 -0.03 (-0.13%)
Closing price 09/9/2025 03:57 PM Eastern
Extended Trading
$23.57 -0.01 (-0.04%)
As of 09/9/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
106
Total
Institutional Inflows
(last 12 months)
$75.74M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$14.44M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
8/12/2025YANKCOM 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%
8/1/2025Clark Asset Management LLC27,830$656K0.1%+29.9%0.226%
8/1/2025Koss 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%
7/31/2025Carnegie Investment Counsel23,685$558K0.0%-16.9%0.193%
7/30/2025Freedom Investment Management Inc.11,926$281K0.0%-4.5%0.097%
7/29/2025Private 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%
7/25/2025Astoria 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%
7/22/2025Marietta 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%
7/21/2025Precedent Wealth Partners LLC111,085$2.62M0.6%+9.9%0.903%
7/21/2025River Street Advisors LLC18,302$431K0.2%N/A0.149%
7/21/2025OLD 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%
7/16/2025Kathmere Capital Management LLC55,773$1.31M0.1%+151.0%0.453%
7/15/2025Accurate Wealth Management LLC23,724$560K0.1%N/A0.193%
7/15/2025CGN Advisors LLC34,564$814K0.1%-40.9%0.281%
7/14/2025Sentinel Pension Advisors LLC37,957$894K0.2%-2.0%0.309%
7/14/2025Masso Torrence Wealth Management Inc.12,953$305K0.1%+8.4%0.105%
7/11/2025Farther Finance Advisors LLC3,026$71K0.0%+89.1%0.025%
7/11/2025AA Financial Advisors LLC21,557$508K0.1%-4.8%0.175%
7/10/2025Voisard Asset Management Group Inc.44,212$1.04M0.3%+14.7%0.359%
7/10/2025Focus Financial Network Inc.39,126$922K0.0%-50.3%0.318%
7/9/2025Central 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%
7/8/2025Legacy Private Trust Co.73,835$1.74M0.1%+14.4%0.600%
7/1/2025Confluence 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%
5/16/2025Integrated Wealth Concepts LLC112,481$2.66M0.0%+24.2%0.978%
5/15/2025Royal Bank of Canada22,975$542K0.0%-10.2%0.200%
5/15/2025Vermillion & White Wealth Management Group LLC39,006$921K0.7%+61.7%0.339%
5/14/2025Comerica Bank3,072$73K0.0%-21.2%0.027%
5/14/2025Northwestern Mutual Wealth Management Co.83,584$1.97M0.0%-9.7%0.727%
5/14/2025Venture Visionary Partners LLC11,363$268K0.0%-57.7%0.099%
5/14/2025Voisard Asset Management Group Inc.38,562$910K0.3%+103.2%0.335%
5/13/2025Aptus Capital Advisors LLC56,272$1.33M0.0%+2.1%0.489%
5/13/2025Raymond James Financial Inc.152,570$3.60M0.0%-0.4%1.327%
5/13/2025HighTower Advisors LLC23,742$561K0.0%+19.6%0.206%
5/12/2025Meridian Wealth Management LLC32,532$768K0.0%-5.7%0.283%
5/12/2025Paulson Wealth Management Inc.44,521$1.05M0.3%+4.0%0.387%
5/12/2025Invesco Ltd.283,951$6.70M0.0%+15.2%2.469%
5/12/2025Benjamin Edwards Inc.18,616$440K0.0%-14.5%0.162%
5/12/2025Koss Olinger Consulting LLC10,798$255K0.0%+6.0%0.094%
5/9/2025Kickstand Ventures LLC.16,195$382K0.1%+53.8%0.141%
5/9/2025PNC Financial Services Group Inc.55,370$1.31M0.0%+3.6%0.481%
5/8/2025MONECO Advisors LLC89,550$2.11M0.2%+44.2%0.779%
5/8/2025Harbour Investments Inc.17,233$407K0.0%+695.2%0.150%
5/7/2025LPL Financial LLC423,036$9.99M0.0%+17.6%3.679%
5/6/2025Cetera Investment Advisers13,940$329K0.0%+39.1%0.121%
5/6/2025Carnegie Investment Counsel28,485$668K0.0%-6.1%0.248%
5/5/2025Northeast Planning Associates INC. NH9,801$231K0.2%N/A0.085%
5/5/2025Atlantic Union Bankshares Corp148,205$3.50M0.2%+10.5%1.289%
5/5/2025OneAscent Financial Services LLC122,451$2.89M0.2%-3.8%1.065%
(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, 140 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), Commonwealth Equity Services LLC ($7.42M), Truist Financial Corp ($7.04M), Invesco Ltd. ($6.98M), 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 128 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 ($253.75K), 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 3,208,919 shares in the last 24 months. This purchase volume represents approximately $75.74M in transactions.

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

Of the 51 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: Confluence Investment Management LLC ($123K), Jane Street Group LLC ($72.40K), Envestnet Asset Management Inc. ($41.37K), Focus Financial Network Inc. ($39.61K), Raymond James & Associates ($36.26K), PNC Financial Services Group Inc. ($27.50K), and CGN Advisors LLC ($26.20K).

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

Institutional investors have sold a total of 611,939 shares in the last 24 months. This volume of shares sold represents approximately $14.44M in transactions.


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This page (NASDAQ:BSMQ) was last updated on 9/10/2025 by MarketBeat.com Staff
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