Who owns Invesco BulletShares 2026 Municipal Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BSMQ from SEC Form 13F filings across 140 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 140 institutions disclosed 8.8M shares of Invesco BulletShares 2026 Municipal Bond ETF worth $207.1M — about 72.6% of shares outstanding; the largest disclosed holder is WELLS FARGO & COMPANY/MN. Source: SEC Form 13F filings, parsed by EvidInvest.
140
13F holders
$207.1M
value, 2026 filers
72.6%
of shares outstanding (8.8M sh)
16
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BSMQ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 547,171 | $12.9M | 0.0% | 4.5% | -10.4% |
| 2 | LPL Financial LLC | 460,854 | $10.9M | 0.0% | 3.8% | -9.0% |
| 3 | Invesco Ltd. | 422,368 | $9.9M | 0.0% | 3.5% | +8.8% |
| 4 | BANK OF AMERICA CORP /DE/ | 417,403 | $9.8M | 0.0% | 3.4% | -24.8% |
| 5 | TRUIST FINANCIAL CORP | 335,727 | $7.9M | 0.0% | 2.8% | +0.4% |
| 6 | Key Financial Inc | 292,767 | $6.9M | 1.1% | 2.4% | +51.2% |
| 7 | MORGAN STANLEY | 247,990 | $5.8M | 0.0% | 2% | +5.9% |
| 8 | OSAIC HOLDINGS, INC. | 220,583 | $5.2M | 0.0% | 1.8% | +3.6% |
| 9 | Atlantic Union Bankshares Corp | 220,272 | $5.2M | 0.1% | 1.8% | +22.8% |
| 10 | Asset Dedication, LLC | 206,624 | $4.9M | 0.3% | 1.7% | +1.2% |
| 11 | HUB Investment Partners, LLC | 201,284 | $4.7M | 0.1% | 1.7% | +1176.0% |
| 12 | NewEdge Advisors, LLCNEW | 197,332 | $4.6M | 0.0% | 1.6% | new |
| 13 | UBS Group AG | 189,315 | $4.5M | 0.0% | 1.6% | -52.1% |
| 14 | Integrated Wealth Concepts LLC | 179,413 | $4.2M | 0.0% | 1.5% | -7.0% |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 176,914 | $4.2M | 0.0% | 1.5% | -14.9% |
| 16 | Thrivent Financial for Lutherans | 169,241 | $4.0M | 0.0% | 1.4% | +8.6% |
| 17 | RAYMOND JAMES FINANCIAL INC | 167,277 | $3.9M | 0.0% | 1.4% | -41.3% |
| 18 | MONECO ADVISORS, LLC | 156,263 | $3.7M | 0.2% | 1.3% | +1.0% |
| 19 | HighTower Advisors, LLC | 155,418 | $3.7M | 0.0% | 1.3% | -3.2% |
| 20 | Summit Financial, LLC | 154,762 | $3.6M | 0.0% | 1.3% | -27.6% |
| 21 | OneAscent Financial Services LLC | 139,089 | $3.3M | 0.2% | 1.1% | -10.5% |
| 22 | Hills Bank & Trust Co | 137,043 | $3.2M | 0.1% | 1.1% | -18.7% |
| 23 | PRECEDENT WEALTH PARTNERS, LLC | 127,638 | $3.0M | 0.5% | 1.1% | +1.9% |
| 24 | AMERIPRISE FINANCIAL INC | 123,166 | $2.9M | 0.0% | 1% | +7.9% |
| 25 | Financial Solutions Advisory Group, Inc.NEW | 111,930 | $2.6M | 0.3% | 0.9% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.