BSMQ Institutional Ownership
Invesco BulletShares 2026 Municipal Bond ETF
1W: +0.2%
1M: -0.2%
3M: -0.3%
YTD: -0.4%
1Y: -0.3%
3Y: +7.9%
5Y: -0.7%
$23.43
+0.00 (+0.00%)
Weekly Expected Move ±0.3%
$23
$23
$23
$24
$24
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BSMQ
157
Institutional Holders
-7 vs prior quarter
0.0%
Ownership
+0.00pp
203M
Total Invested
12
New Positions
51
Increased
71
Reduced
17
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (171 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 547,171 | 13M | -63,648 | -10.4% | 24Q | SEC ↗ |
| 2 | LPL Financial LLC | 460,854 | 11M | -45,659 | -9.0% | 24Q | SEC ↗ |
| 3 | Invesco Ltd. | 422,368 | 10M | +34,265 | +8.8% | 16Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 417,403 | 10M | -137,413 | -24.8% | 15Q | SEC ↗ |
| 5 | TRUIST FINANCIAL CORP | 335,727 | 8M | +1,303 | +0.4% | 9Q | SEC ↗ |
| 6 | Key Financial Inc | 292,767 | 7M | +99,149 | +51.2% | 23Q | SEC ↗ |
| 7 | MORGAN STANLEY | 247,990 | 6M | +13,917 | +5.9% | 24Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 220,583 | 5M | +7,660 | +3.6% | 26Q | SEC ↗ |
| 9 | Atlantic Union Bankshares Corp | 220,272 | 5M | +40,887 | +22.8% | 15Q | SEC ↗ |
| 10 | Asset Dedication, LLC | 206,624 | 5M | +2,359 | +1.2% | 24Q | SEC ↗ |
| 11 | HUB Investment Partners, LLC | 201,284 | 5M | +185,510 | +1176.0% | 2Q | SEC ↗ |
| 12 | NewEdge Advisors, LLC | 197,332 | 5M | +14,159 | +7.7% | 17Q | SEC ↗ |
| 13 | UBS Group AG | 189,315 | 4M | -206,013 | -52.1% | 27Q | SEC ↗ |
| 14 | Integrated Wealth Concepts LLC | 179,413 | 4M | -13,439 | -7.0% | 12Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 176,914 | 4M | -30,874 | -14.9% | 15Q | SEC ↗ |
| 16 | Thrivent Financial for Lutherans | 169,241 | 4M | +13,355 | +8.6% | 10Q | SEC ↗ |
| 17 | RAYMOND JAMES FINANCIAL INC | 167,277 | 4M | -117,757 | -41.3% | 7Q | SEC ↗ |
| 18 | MONECO ADVISORS, LLC | 156,263 | 4M | +1,508 | +1.0% | 11Q | SEC ↗ |
| 19 | HighTower Advisors, LLC | 155,418 | 4M | -5,145 | -3.2% | 10Q | SEC ↗ |
| 20 | Summit Financial, LLC | 154,762 | 4M | -58,947 | -27.6% | 4Q | SEC ↗ |
| 21 | OneAscent Financial Services LLC | 139,089 | 3M | -16,301 | -10.5% | 2Q | SEC ↗ |
| 22 | Hills Bank & Trust Co | 137,043 | 3M | -31,582 | -18.7% | 8Q | SEC ↗ |
| 23 | PRECEDENT WEALTH PARTNERS, LLC | 127,638 | 3M | +2,325 | +1.9% | 11Q | SEC ↗ |
| 24 | AMERIPRISE FINANCIAL INC | 123,166 | 3M | +9,004 | +7.9% | 5Q | SEC ↗ |
| 25 | Financial Solutions Advisory Group, In | 111,930 | 3M | -51,927 | -31.7% | 2Q | SEC ↗ |
| 26 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 103,243 | 2M | +7,194 | +7.5% | 16Q | SEC ↗ |
| 27 | COMMONWEALTH EQUITY SERVICES, LLC | 102,872 | 2M | -9,566 | -8.5% | 16Q | SEC ↗ |
| 28 | Legacy Private Trust Co. | 98,376 | 2M | -19,254 | -16.4% | 14Q | SEC ↗ |
| 29 | MML INVESTORS SERVICES, LLC | 90,628 | 2M | +21,352 | +30.8% | 13Q | SEC ↗ |
| 30 | STIFEL FINANCIAL CORP | 77,363 | 2M | +7,868 | +11.3% | 15Q | SEC ↗ |
| 31 | Paulson Wealth Management Inc. | 71,908 | 2M | -1,729 | -2.3% | 15Q | SEC ↗ |
| 32 | SIGNATUREFD, LLC | 69,067 | 2M | -1,869 | -2.6% | 10Q | SEC ↗ |
| 33 | JANE STREET GROUP, LLC NEW | 66,923 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 34 | Aptus Capital Advisors, LLC | 66,518 | 2M | -1,125 | -1.7% | 10Q | SEC ↗ |
| 35 | Farnam Financial LLC | 65,728 | 2M | +6,805 | +11.5% | 8Q | SEC ↗ |
| 36 | Resonant Capital Advisors, LLC | 62,865 | 1M | -956 | -1.5% | 17Q | SEC ↗ |
| 37 | PNC Financial Services Group, Inc. | 56,860 | 1M | -7,011 | -11.0% | 12Q | SEC ↗ |
| 38 | Cornerstone Wealth Management, LLC | 51,997 | 1M | +1,800 | +3.6% | 11Q | SEC ↗ |
| 39 | Farmers National Bank | 51,939 | 1M | -2,268 | -4.2% | 7Q | SEC ↗ |
| 40 | PAX Financial Group, LLC | 47,824 | 1M | +1,702 | +3.7% | 11Q | SEC ↗ |
| 41 | Waverly Advisors, LLC | 47,011 | 1M | -5,520 | -10.5% | 9Q | SEC ↗ |
| 42 | CITADEL ADVISORS LLC | 46,881 | 1M | +33,689 | +255.4% | 2Q | SEC ↗ |
| 43 | Accurate Wealth Management, LLC | 46,651 | 1M | +7,990 | +20.7% | 5Q | SEC ↗ |
| 44 | JONES FINANCIAL COMPANIES LLLP | 46,256 | 1M | -551 | -1.2% | 9Q | SEC ↗ |
| 45 | Willis Johnson & Associates, Inc. | 42,568 | 998K | +140 | +0.3% | 2Q | SEC ↗ |
| 46 | Kathmere Capital Management, LLC | 42,237 | 990K | -772 | -1.8% | 7Q | SEC ↗ |
| 47 | Jacobi Capital Management LLC | 41,826 | 980K | +23,700 | +130.8% | 9Q | SEC ↗ |
| 48 | VOISARD ASSET MANAGEMENT GROUP, INC. | 41,355 | 969K | -5,819 | -12.3% | 10Q | SEC ↗ |
| 49 | Kestra Advisory Services, LLC NEW | 40,648 | 953K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Astoria Portfolio Advisors LLC. | 39,966 | 937K | -563 | -1.4% | 14Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| JANE STREET GROUP, LLC | 66,923 | 2M |
| Kestra Advisory Services, LLC | 40,648 | 953K |
| MISSION WEALTH MANAGEMENT, LP | 32,098 | 752K |
| Wedmont Private Capital | 30,475 | 714K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 24,328 | 570K |
| Soltis Investment Advisors LLC | 18,688 | 438K |
| Diversify Advisory Services, LLC | 11,031 | 259K |
| Baird Financial Group, Inc. | 9,529 | 223K |
| EP Wealth Advisors, LLC | 7,976 | 187K |
| IFG Advisory, LLC | 7,256 | 170K |
| Plante Moran Financial Advisors, LL | 2,128 | 50K |
| Elequin Capital, LP | 1,909 | 45K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Bank of New York Mellon Corp | 194,983 | 5M |
| CONFLUENCE INVESTMENT MANAGEMENT LL | 163,801 | 4M |
| Coastline Complete Wealth LLC | 156,640 | 4M |
| GOLDMAN SACHS GROUP INC | 138,228 | 3M |
| Focus Partners Wealth | 113,490 | 3M |
| Thomas J. Herzfeld Advisors, Inc. | 98,083 | 2M |
| VestGen Advisors, LLC | 48,812 | 1M |
| Koss-Olinger Consulting, LLC | 31,256 | 732K |
| Summit Trail Advisors, LLC | 20,387 | 478K |
| BENJAMIN EDWARDS INC | 18,919 | 443K |
| YARGER WEALTH STRATEGIES, LLC | 17,316 | 406K |
| CENTRAL VALLEY ADVISORS, LLC | 16,392 | 384K |
| LANDAAS & CO /WI /ADV | 15,483 | 363K |
| SILVERLAKE WEALTH MANAGEMENT LLC | 14,927 | 350K |
| StoneX Group Inc. | 14,376 | 337K |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 14,141 | 331K |
| Invariant Investment Management | 14,137 | 331K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 12,339 | 289K |
| Mills Wealth Advisors LLC | 11,185 | 262K |
| Independent Advisor Alliance | 10,612 | 249K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| HUB Investment Partners, LLC | +185,510 | +1176.0% | 201,284 |
| Key Financial Inc | +99,149 | +51.2% | 292,767 |
| Atlantic Union Bankshares Corp | +40,887 | +22.8% | 220,272 |
| Invesco Ltd. | +34,265 | +8.8% | 422,368 |
| CITADEL ADVISORS LLC | +33,689 | +255.4% | 46,881 |
| Jacobi Capital Management LLC | +23,700 | +130.8% | 41,826 |
| MML INVESTORS SERVICES, LLC | +21,352 | +30.8% | 90,628 |
| NewEdge Advisors, LLC | +14,159 | +7.7% | 197,332 |
| MORGAN STANLEY | +13,917 | +5.9% | 247,990 |
| Clark Asset Management, LLC | +13,431 | +55.4% | 37,669 |
| Thrivent Financial for Lutherans | +13,355 | +8.6% | 169,241 |
| AMERIPRISE FINANCIAL INC | +9,004 | +7.9% | 123,166 |
| Accurate Wealth Management, LLC | +7,990 | +20.7% | 46,651 |
| STIFEL FINANCIAL CORP | +7,868 | +11.3% | 77,363 |
| OSAIC HOLDINGS, INC. | +7,660 | +3.6% | 220,583 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +7,194 | +7.5% | 103,243 |
| Equitable Holdings, Inc. | +6,944 | +27.5% | 32,214 |
| Farnam Financial LLC | +6,805 | +11.5% | 65,728 |
| KICKSTAND VENTURES, LLC. | +5,270 | +26.9% | 24,866 |
| Bluespring Wealth Management, LLC | +3,500 | +33.0% | 14,120 |