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Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) Institutional Ownership

Invesco BulletShares 2026 Municipal Bond ETF logo
$23.55 0.00 (0.00%)
As of 05/22/2026 03:58 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
104
Total
Institutional Inflows
(last 12 months)
$55.11M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$28.85M
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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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2026 Hobbs Group Advisors LLC29,924$707K0.2%+27.3%0.232%
5/19/2026 Western Wealth Management LLC11,200$265K0.0%-31.7%0.087%
5/19/2026 Bank of America Corp DE554,816$13.11M0.0%+26.6%4.301%
5/18/2026 Royal Bank of Canada12,450$294K0.0%-12.0%0.097%
5/15/2026 Waverly Advisors LLC52,531$1.24M0.0%+17.3%0.407%
5/14/2026 Lido Advisors LLC26,329$622K0.0%-3.9%0.204%
5/13/2026 Cetera Investment Advisers34,618$818K0.0%+47.5%0.268%
5/8/2026 PNC Financial Services Group Inc.63,871$1.51M0.0%+2.2%0.495%
5/5/2026 Sanctuary Advisors LLC18,115$428K0.0%+30.3%0.140%
5/2/2026 Diversify Wealth Management LLC9,360$221K0.0%N/A0.073%
5/2/2026 Carnegie Investment Counsel15,925$376K0.0%-11.5%0.123%
5/1/2026 Sequoia Financial Advisors LLC21,320$504K0.0%-19.6%0.165%
4/29/2026 Axxcess Wealth Management LLC10,566$250K0.0%+8.3%0.082%
4/29/2026 Resonant Capital Advisors LLC63,821$1.51M0.1%-1.3%0.495%
4/28/2026 Kathmere Capital Management LLC43,009$1.02M0.1%-24.0%0.333%
4/27/2026 PAX Financial Group LLC46,122$1.09M0.2%-2.2%0.358%
4/27/2026 Private Advisor Group LLC38,537$910K0.0%+11.6%0.299%
4/24/2026 Key Financial Inc193,618$4.57M0.8%+53.4%1.501%
4/23/2026 Foundry Financial Group Inc.9,799$232K0.1%+15.3%0.076%
4/23/2026 Members Wealth LLC17,311$408K0.2%-10.5%0.134%
4/22/2026 River Street Advisors LLC22,771$538K0.2%-19.4%0.178%
4/22/2026 Tassel Capital Management Inc.16,674$394K0.2%+5.6%0.130%
4/21/2026 OLD Second National Bank of Aurora18,196$430K0.1%-20.1%0.142%
4/20/2026 Kestra Private Wealth Services LLC12,339$292K0.0%N/A0.096%
4/17/2026 Webster Bank N. A.39,131$924K0.1%-1.6%0.306%
4/16/2026 Davis Capital Management6,202$147K0.1%-25.3%0.048%
3/12/2026Farmers National Bank63,621$1.50M0.3%-1.2%0.493%
2/24/2026 Astoria Portfolio Advisors LLC.40,432$954K0.2%+11.7%0.313%
2/24/2026Coastline Complete Wealth LLC156,640$3.70M2.3%N/A1.214%
2/19/2026 Invesco Ltd.377,804$8.93M0.0%+13.8%2.929%
2/19/2026 Axxcess Wealth Management LLC9,754$231K0.0%+5.3%0.076%
2/18/2026 Beacon Pointe Advisors LLC12,176$288K0.0%-66.8%0.094%
2/18/2026 Vermillion & White Wealth Management Group LLC32,531$770K0.4%+14.3%0.252%
2/18/2026 NewEdge Advisors LLC172,804$4.09M0.0%+2.7%1.340%
2/18/2026 VestGen Advisors LLC60,835$1.44M0.1%-58.3%0.472%
2/18/2026 Opus Financial Solutions LLC16,203$383K0.4%N/A0.126%
2/17/2026 Cetera Investment Advisers23,476$555K0.0%+36.2%0.182%
2/17/2026 Equitable Holdings Inc.30,354$718K0.0%+177.6%0.235%
2/17/2026 Osaic Holdings Inc.217,813$5.15M0.0%+3.9%1.688%
2/17/2026 &PARTNERS7,832$185K0.0%N/A0.061%
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2/16/2026 Tassel Capital Management Inc.15,791$373K0.2%+23.6%0.122%
2/16/2026 Venture Visionary Partners LLC8,900$210K0.0%-10.7%0.069%
2/16/2026 MML Investors Services LLC90,987$2.15M0.0%+13.7%0.705%
2/16/2026 Focus Partners Wealth112,530$2.66M0.0%+11.0%0.872%
2/13/2026 Kestra Advisory Services LLC4,921$116K0.0%N/A0.038%
2/13/2026 Jacobi Capital Management LLC18,126$429K0.0%+22.3%0.141%
2/13/2026 Stifel Financial Corp74,087$1.75M0.0%+21.5%0.574%
2/13/2026 Integrated Wealth Concepts LLC186,250$4.40M0.1%+8.4%1.444%
2/13/2026 Ausdal Financial Partners Inc.11,969$283K0.0%N/A0.093%
2/13/2026 Denver Wealth Management Inc.10,100$239K0.1%-8.6%0.078%
2/13/2026 Wells Fargo & Company MN605,684$14.32M0.0%-5.9%4.695%
2/12/2026 Jane Street Group LLC79,554$1.88M0.0%+12.6%0.617%
2/12/2026 Commonwealth Equity Services LLC110,505$2.61M0.0%-62.1%0.857%
2/12/2026 StoneX Group Inc.14,376$340K0.0%-30.5%0.111%
2/12/2026 Wagner Wealth Management Corp14,570$344K0.3%N/A0.113%
2/12/2026 Steward Partners Investment Advisory LLC26,058$616K0.0%+171.0%0.202%
2/12/2026 Collier Financial2,544$60K0.0%-41.5%0.020%
2/11/2026 Capital Analysts LLC16,166$382K0.0%+34.8%0.125%
2/11/2026 LPL Financial LLC531,212$12.56M0.0%+4.0%4.118%
2/11/2026 First Command Advisory Services Inc.45,272$1.07M0.0%-23.0%0.351%
2/10/2026 Goldman Sachs Group Inc.138,228$3.27M0.0%-55.1%1.072%
2/10/2026 Clear Harbor Asset Management LLC22,465$531K0.0%-8.7%0.174%
2/10/2026 Northwestern Mutual Wealth Management Co.88,039$2.08M0.0%+6.9%0.682%
2/9/2026 Key Financial Inc126,228$2.99M0.5%+23.4%0.979%
2/9/2026 Clearstead Advisors LLC19,021$450K0.0%+28.6%0.147%
2/6/2026 Axxcess Wealth Management LLC9,754$231K0.0%+5.3%0.076%
2/6/2026 IFP Advisors Inc2,500$59K0.0%-31.1%0.019%
2/6/2026 PNC Financial Services Group Inc.62,506$1.48M0.0%+314.9%0.485%
2/6/2026 HighTower Advisors LLC163,159$3.86M0.0%+274.1%1.265%
2/5/2026 Hills Bank & Trust Co204,694$4.84M0.3%+65.2%1.587%
2/5/2026 Tennessee Valley Asset Management Partners10,437$247K0.0%N/A0.081%
2/5/2026 Paulson Wealth Management Inc.57,845$1.37M0.3%+4.8%0.448%
2/5/2026 Thrivent Financial for Lutherans136,406$3.23M0.0%+901.6%1.057%
2/5/2026 Western Wealth Management LLC16,400$388K0.0%+3.1%0.127%
2/4/2026 Moneco Advisors LLC143,271$3.39M0.3%+7.7%1.111%
2/4/2026 Atlantic Union Bankshares Corp168,040$3.97M0.1%-3.6%1.303%
2/4/2026 Fourth Dimension Wealth LLC18,636$441K0.2%N/A0.144%
2/3/2026 Sequoia Financial Advisors LLC26,509$627K0.0%N/A0.205%
2/3/2026 Foronjy Financial LLC11,400$270K0.1%-43.6%0.088%
2/2/2026 Truist Financial Corp309,471$7.32M0.0%+1.4%2.399%
2/2/2026 AlphaStar Capital Management LLC40,309$953K0.1%-12.7%0.312%
1/29/2026 Howard Wealth Management LLC21,870$517K0.2%+41.7%0.170%
1/29/2026 UBS Group AG221,478$5.24M0.0%+7.0%1.717%
1/29/2026 Kickstand Ventures LLC.20,286$480K0.1%+9.4%0.157%
1/29/2026 Resonant Capital Advisors LLC64,664$1.53M0.1%-1.3%0.501%
1/28/2026 Members Wealth LLC19,342$458K0.3%+50.2%0.150%
1/28/2026 Davis Capital Management8,302$196K0.1%-24.8%0.064%
1/28/2026 Hobbs Group Advisors LLC23,505$556K0.2%+5.5%0.182%
1/27/2026 Clark Asset Management LLC24,175$572K0.1%-34.5%0.189%
1/27/2026 OLD Second National Bank of Aurora22,770$538K0.1%+4.6%0.178%
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1/26/2026 River Street Advisors LLC28,258$668K0.3%+23.2%0.221%
1/26/2026Asset Dedication LLC181,064$4.28M0.3%+22.3%1.415%
1/26/2026 Invariant Investment Management14,600$346K0.2%N/A0.114%
1/23/2026 Farther Finance Advisors LLC30,223$715K0.0%+92.0%0.236%
1/23/2026 Webster Bank N. A.39,761$940K0.1%+175.9%0.311%
1/21/2026 Landaas & Co. WI ADV15,483$366K0.1%+55.0%0.121%
1/20/2026 Voisard Asset Management Group Inc.45,275$1.07M0.2%+1.8%0.354%
1/20/2026 YANKCOM Partnership19,340$457K0.2%-9.8%0.151%
1/14/2026 AA Financial Advisors LLC23,357$552K0.1%+7.9%0.182%
1/14/2026 Accurate Wealth Management LLC33,535$794K0.1%+17.1%0.262%


BSMQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 156 institutional investors and hedge funds held shares of Invesco BulletShares 2026 Municipal Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($14.32M), Bank of America Corp DE ($13.11M), LPL Financial LLC ($12.56M), Invesco Ltd. ($8.93M), Truist Financial Corp ($7.32M), UBS Group AG ($5.24M), and Osaic Holdings Inc. ($5.15M).Learn more on Invesco BulletShares 2026 Municipal Bond ETF's institutional investors.

Of the 142 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 ($309.95K), Jones Financial Companies Lllp ($250.64K), Bank of America Corp DE ($226.27K), Bank of New York Mellon Corp ($207.98K), Thrivent Financial for Lutherans ($195.08K), and Central Valley Advisors LLC ($185.10K).

Institutional investors have bought a total of 2,332,699 shares in the last 24 months. This purchase volume represents approximately $55.11M in transactions.

Of the 60 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: Commonwealth Equity Services LLC ($181.37K), Goldman Sachs Group Inc. ($169.79K), Central Valley Advisors LLC ($168.70K), VestGen Advisors LLC ($85.20K), Envestnet Asset Management Inc. ($73.40K), Thrivent Financial for Lutherans ($53.92K), and CGN Advisors LLC ($43.26K).

Institutional investors have sold a total of 1,221,164 shares in the last 24 months. This volume of shares sold represents approximately $28.85M in transactions.


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This page (NASDAQ:BSMQ) was last updated on 5/25/2026 by MarketBeat.com Staff.
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