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Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) Institutional Ownership

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$23.44
+0.01 (+0.04%)
(As of 04/26/2024 ET)
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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)
53
Total
Institutional Inflows
(last 12 months)
$42.40M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$3.64M
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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
4/26/2024MONECO Advisors LLC9,945$234K0.0%+11.5%0.131%
4/23/2024 Precedent 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%
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%
4/12/2024 CGN 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%
3/22/2024 Cooksen Wealth LLC14,776$351K0.4%N/A0.211%
3/13/2024MONECO Advisors LLC8,919$212K0.0%N/A0.127%
2/16/2024Hobbs Group Advisors LLC32,859$781K0.3%N/A0.469%
2/13/2024Paulson Wealth Management Inc.25,393$603K0.2%+11.4%0.363%
2/9/2024Wells Fargo & Company MN392,921$9.33M0.0%+1.8%5.613%
2/8/2024 Brown Advisory Inc.25,976$617K0.0%N/A0.371%
2/8/2024Meridian Wealth Management LLC14,891$354K0.0%N/A0.213%
2/8/2024Beacon Pointe Advisors LLC24,126$573K0.0%+55.2%0.345%
2/7/2024 Astoria Portfolio Advisors LLC.36,391$861K0.4%-2.6%0.520%
2/6/2024Private Advisor Group LLC26,536$630K0.0%+131.5%0.379%
2/6/2024Benjamin F. Edwards & Company Inc.24,431$580K0.0%+88.2%0.349%
2/5/2024Savant Capital LLC32,303$767K0.0%-12.9%0.461%
2/5/2024MONECO Advisors LLC8,919$212K0.0%N/A0.127%
2/2/2024Addison Advisors LLC10,895$259K0.1%-5.5%0.160%
2/1/2024 Masso Torrence Wealth Management Inc.12,378$294K0.2%+3.6%0.182%
1/31/2024OLD Second National Bank of Aurora8,654$206K0.1%-17.7%0.127%
1/31/2024Key Financial Inc69,113$1.64M0.4%+18.1%1.016%
1/30/2024Latitude Advisors LLC9,049$215K0.2%-7.3%0.133%
1/30/2024Avior Wealth Management LLC12,088$287K0.0%-53.6%0.178%
1/30/2024Carnegie Capital Asset Management LLC33,785$803K0.0%-18.1%0.497%
1/24/2024Venture Visionary Partners LLC34,649$823K0.0%-11.7%0.510%
1/23/2024 Webster Bank N. A.7,265$173K0.0%+146.7%0.107%
1/23/2024 Denver Wealth Management Inc.13,289$316K0.2%+47.0%0.195%
1/23/2024Foundry Financial Group Inc.11,300$268K0.2%N/A0.166%
1/19/2024 Atlantic Union Bankshares Corp62,114$1.48M0.1%+30.5%0.971%
1/18/2024 Precedent Wealth Partners LLC34,663$823K0.4%N/A0.542%
1/17/2024 Bill Few Associates Inc.13,197$314K0.1%+47.9%0.206%
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1/16/2024 Raymond James Financial Services Advisors Inc.15,524$369K0.0%+21.1%0.243%
1/16/2024 Raymond James & Associates137,295$3.26M0.0%+13.6%2.145%
1/11/2024 OneAscent Financial Services LLC125,152$2.97M0.4%N/A2.019%
1/10/2024 Cornerstone Wealth Management LLC34,292$815K0.1%N/A0.553%
1/9/2024 Tlwm23,203$551K0.1%+4.2%0.374%
1/8/2024 Horizons Wealth Management12,838$305K0.2%+20.6%0.207%
1/5/2024 CGN Advisors LLC98,417$2.34M0.3%+10.8%1.587%
11/15/2023Lido Advisors LLC26,517$610K0.0%+6.1%0.510%
11/13/2023 Asset Dedication LLC80,339$1.85M0.2%+3.7%1.545%
11/13/2023LPL Financial LLC334,732$7.70M0.0%+7.8%6.437%
11/7/2023Addison Advisors LLC11,525$265K0.1%+19.4%0.222%
11/7/2023 Cookson Peirce & Co. Inc.8,766$202K0.0%-9.7%0.169%
11/7/2023Savant Capital LLC37,078$852K0.0%-18.0%0.713%
11/3/2023MGO One Seven LLC9,185$211K0.0%N/A0.177%
11/3/2023Latitude Advisors LLC9,766$225K0.2%N/A0.191%
11/3/2023Private Advisor Group LLC11,462$264K0.0%+21.1%0.225%
11/1/2023Key Financial Inc58,513$1.35M0.5%+24.6%1.147%
10/31/2023Resonant Capital Advisors LLC90,020$2.07M0.2%-1.7%1.765%
10/27/2023 Astoria Portfolio Advisors LLC.37,364$856K0.4%+15.7%0.747%
10/26/2023 WESPAC Advisors LLC25,558$588K0.4%+99.9%0.511%
10/25/2023OLD Second National Bank of Aurora10,519$242K0.1%-15.6%0.210%
10/24/2023 Raymond James Financial Services Advisors Inc.12,819$295K0.0%-13.4%0.256%
10/24/2023 Raymond James & Associates120,880$2.78M0.0%+4.3%2.418%
10/23/2023Sentinel Pension Advisors Inc.12,302$283K0.1%+43.5%0.246%
10/23/2023Commonwealth Equity Services LLC99,107$2.28M0.0%+3.9%1.982%
10/20/2023 Atlantic Union Bankshares Corp47,583$1.09M0.1%+13.3%0.952%
10/19/2023 Sterling Financial Group Inc.30,957$712K0.4%+16.3%0.619%
10/13/2023 CGN Advisors LLC88,821$2.04M0.3%+6.5%1.776%
10/13/2023Venture Visionary Partners LLC39,240$902K0.1%-4.6%0.785%
10/11/2023 Legacy Private Trust Co.53,737$1.24M0.1%+148.9%1.075%
10/11/2023 Tlwm22,274$512K0.1%+111.2%0.445%
10/10/2023 Confluence Investment Management LLC238,448$5.48M0.1%-0.7%4.769%
9/7/2023 Sterling Financial Group Inc.26,607$626K0.4%+44.8%0.566%
8/22/2023 Asset Dedication LLC77,450$1.82M0.2%+12.5%1.648%
8/11/2023 Masso Torrence Wealth Management Inc.11,953$281K0.2%+27.3%0.254%
8/10/2023Commonwealth Equity Services LLC95,384$2.24M0.0%+1.2%2.029%
8/10/2023Private Advisor Group LLC9,461$222K0.0%N/A0.201%
8/9/2023Flow Traders U.S. LLC17,213$405K0.0%-49.4%0.366%
8/9/2023Lido Advisors LLC24,998$588K0.0%N/A0.532%
8/8/2023 Claro Advisors LLC9,062$213K0.1%-48.4%0.193%
8/4/2023Savant Capital LLC45,194$1.06M0.0%-21.4%0.962%
8/4/2023IFP Advisors Inc1,726$43K0.0%+292.3%0.037%
8/3/2023Addison Advisors LLC9,650$227K0.1%N/A0.205%
8/2/2023Bank of Montreal Can14,029$334K0.0%N/A0.298%
8/1/2023 Cookson Peirce & Co. Inc.9,708$228K0.0%N/A0.207%
8/1/2023Paulson Wealth Management Inc.23,036$542K0.2%+7.0%0.490%
7/31/2023LPL Financial LLC310,619$7.30M0.0%+11.2%6.609%
7/31/2023 Koss Olinger Consulting LLC11,814$278K0.0%+37.7%0.251%
7/28/2023Key Financial Inc46,963$1.10M0.4%+60.1%0.999%
7/28/2023 WESPAC Advisors LLC12,786$301K0.2%N/A0.272%
Protect Yourself While There’s Still Time … (Ad)

The next step of the Fed's control is here. Section 702 of the Foreign Intelligence Surveillance Act was renewed for two more years and passed into law earlier this week. Allowing the Fed to tighten its grip on your personal privacy and freedom.

4 simple steps to protect your privacy and money before it’s too late.
7/26/2023Janney Montgomery Scott LLC50,537$1.19M0.0%+1.0%1.075%
7/25/2023 Raymond James Financial Services Advisors Inc.14,809$348K0.0%+22.7%0.315%
7/25/2023 Raymond James & Associates115,847$2.72M0.0%+33.8%2.465%
7/25/2023OLD Second National Bank of Aurora12,465$293K0.1%+8.8%0.265%
7/19/2023Nelson Van Denburg & Campbell Wealth Management Group LLC25,774$606K0.0%+5.1%0.548%
7/18/2023Sentinel Pension Advisors Inc.8,572$202K0.0%N/A0.182%
7/14/2023 Astoria Portfolio Advisors LLC.32,282$760K0.3%+23.4%0.687%
7/14/2023Venture Visionary Partners LLC41,115$967K0.1%-3.1%0.875%
7/13/2023 Cambridge Investment Research Advisors Inc.16,664$392K0.0%+42.4%0.355%
7/12/2023 Tlwm10,548$248K0.1%+17.1%0.224%
(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, 77 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), Confluence Investment Management LLC ($5.54M), Raymond James & Associates ($3.26M), OneAscent Financial Services LLC ($2.98M), NewEdge Advisors LLC ($2.90M), and Gateway Wealth Partners LLC ($2.53M).Learn more on BSMQ's institutional investors.

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

Of the 69 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), LPL Financial LLC ($209.91K), Raymond James & Associates ($137.30K), OneAscent Financial Services LLC ($126.42K), NewEdge Advisors LLC ($103.89K), Resonant Capital Advisors LLC ($91.92K), and Commonwealth Equity Services LLC ($84.29K).

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

Institutional investors have bought a total of 2,640,833 shares in the last 24 months. This purchase volume represents approximately $98.22M in transactions.

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

Of the 27 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 ($29.54K), Savant Capital LLC ($25.22K), Carnegie Capital Asset Management LLC ($20.39K), Flow Traders U.S. LLC ($16.81K), Avior Wealth Management LLC ($13.94K), Sterling Financial Group Inc. ($13.00K), and Claro Advisors LLC ($11.50K).

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

Institutional investors have sold a total of 198,633 shares in the last 24 months. This volume of shares sold represents approximately $5.78M in transactions.


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This page (NASDAQ:BSMQ) was last updated on 4/26/2024 by MarketBeat.com Staff

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