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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
235K+ 2719.39% |
$5.53M - $5.57M
|
243K
$5.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
185KNew |
$4.36M - $4.39M
|
185K
$4.34M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
148KNew |
$3.48M - $3.51M
|
148K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
130K+ 34.56% |
$3.07M - $3.1M
|
508K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
101K+ 754.38% |
$2.39M - $2.4M
|
115K
$2.69M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
95.7K+ 107.66% |
$2.25M - $2.27M
|
185K
$4.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
65.8K+ 510.1% |
$1.55M - $1.56M
|
78.7K
$1.85M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
63.3K+ 17.6% |
$1.49M - $1.5M
|
423K
$9.93M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.5K+ 23.78% |
$1.33M - $1.34M
|
294K
$6.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
47.2K+ 165.59% |
$1.11M - $1.12M
|
75.6K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
37.5K+ 15.22% |
$884K - $891K
|
284K
$6.66M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34K+ 5.67% |
$800K - $807K
|
633K
$14.9M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
32.6K+ 359.37% |
$767K - $774K
|
41.7K
$978K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
32.3K+ 47.06% |
$761K - $768K
|
101K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.2K+ 23.87% |
$687K - $693K
|
151K
$3.55M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
27.5K+ 44.23% |
$647K - $652K
|
89.6K
$2.1M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
27K+ 88.53% |
$637K - $642K
|
57.6K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.3K+ 52.16% |
$550K - $554K
|
68.1K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.9K+ 24.19% |
$516K - $520K
|
112K
$2.64M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
19.6K+ 103.2% |
$461K - $465K
|
38.6K
$905K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15.1K+ 695.25% |
$355K - $358K
|
17.2K
$404K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
14.9K+ 61.67% |
$350K - $353K
|
39K
$915K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
14.1K+ 10.49% |
$331K - $334K
|
148K
$3.48M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
12.9K+ 7.63% |
$305K - $307K
|
182K
$4.28M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
12.2KNew |
$286K - $288K
|
12.2K
$285K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12K+ 6.04% |
$284K - $286K
|
211K
$4.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
12K+ 33.63% |
$282K - $284K
|
47.5K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.9KNew |
$256K - $258K
|
10.9K
$255K
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
9.8KNew |
$231K - $233K
|
9.8K
$230K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
9.39KNew |
$221K - $223K
|
9.39K
$220K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
9.17K+ 10.29% |
$216K - $218K
|
98.2K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.93KNew |
$210K - $212K
|
8.93K
$210K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
8.49KNew |
$200K - $201K
|
8.49K
$199K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
8.48KNew |
$200K - $201K
|
8.48K
$199K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.41K+ 75.32% |
$151K - $152K
|
14.9K
$350K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.9K+ 39.95% |
$139K - $140K
|
20.7K
$485K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.77K+ 27.87% |
$136K - $137K
|
26.5K
$621K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
5.66K+ 53.77% |
$133K - $134K
|
16.2K
$380K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5.34KNew |
$126K - $127K
|
5.34K
$125K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.15K+ 10.25% |
$121K - $122K
|
55.4K
$1.3M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
5.08K+ 4.63% |
$120K - $121K
|
115K
$2.7M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.48K+ 29.68% |
$105K - $106K
|
19.6K
$459K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.06K+ 17.03% |
$95.7K - $96.4K
|
27.9K
$655K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.92K+ 39.11% |
$92.3K - $93K
|
13.9K
$327K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.89K+ 19.58% |
$91.5K - $92.3K
|
23.7K
$557K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.68K+ 8.68% |
$86.8K - $87.5K
|
46.1K
$1.08M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3KNew |
$70.7K - $71.2K
|
3K
$70.4K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.95K+ 14.14% |
$69.5K - $70K
|
23.8K
$559K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
2.51K+ 15.64% |
$59.1K - $59.6K
|
18.6K
$436K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
2.42K+ 3.89% |
$56.9K - $57.3K
|
64.5K
$1.51M
|