Purchases and Sales Made in Q1 2025 in Invesco Bulletshares 2026 Muni (BSMQ)
This table provides information about the institutional ownership of Invesco Bulletshares 2026 Muni (BSMQ) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2026 MUNI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
185KNew |
$4.36M - $4.39M
|
185K
$4.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
65.8K+ 510.1% |
$1.55M - $1.56M
|
78.7K
$1.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
32.3K+ 47.06% |
$761K - $768K
|
101K
$2.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
8.49KNew |
$200K - $201K
|
8.49K
$198K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.77K+ 27.87% |
$136K - $137K
|
26.5K
$617K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.68K+ 8.68% |
$86.8K - $87.5K
|
46.1K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
2.51K+ 15.64% |
$59.1K - $59.6K
|
18.6K
$433K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
2.42K+ 3.89% |
$56.9K - $57.3K
|
64.5K
$1.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.6KNew |
$37.7K - $38K
|
1.6K
$37.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.53K+ 4.12% |
$36.1K - $36.4K
|
38.7K
$904K
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.17K+ 8.87% |
$27.5K - $27.7K
|
14.3K
$334K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
491+ 2.22% |
$11.6K - $11.7K
|
22.6K
$528K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
150New |
$3.53K - $3.56K
|
150
$3.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
124+ 0.96% |
$2.92K - $2.94K
|
13.1K
$304K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-46- 4.81% |
$1.08K - $1.09K
|
911
$21.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-212- 0.36% |
$4.99K - $5.03K
|
58.5K
$1.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-2.68K- 19.32% |
$63.1K - $63.6K
|
11.2K
$261K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-101K- 47.0% |
$2.39M - $2.41M
|
114K
$2.67M
|