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 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.12K+ 12.25% |
$49.8K - $50.2K
|
19.4K
$455K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.94K+ 0.65% |
$45.7K - $46K
|
302K
$7.09M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.94K+ 3.62% |
$45.6K - $45.9K
|
55.4K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.71K+ 3.98% |
$40.2K - $40.5K
|
44.5K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.6KNew |
$37.7K - $38K
|
1.6K
$37.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.53K+ 4.12% |
$36.1K - $36.4K
|
38.7K
$909K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.41K+ 5.24% |
$33.3K - $33.5K
|
28.4K
$665K
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.17K+ 8.87% |
$27.5K - $27.7K
|
14.3K
$337K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.15K+ 2.09% |
$27.2K - $27.4K
|
56.3K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
946+ 9.26% |
$22.3K - $22.5K
|
11.2K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
846+ 1.38% |
$19.9K - $20.1K
|
62K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
840+ 4.3% |
$19.8K - $19.9K
|
20.4K
$478K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
738New |
$17.4K - $17.5K
|
738
$17.3K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
612+ 6.01% |
$14.4K - $14.5K
|
10.8K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
607+ 1.23% |
$14.3K - $14.4K
|
49.9K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
491+ 2.22% |
$11.6K - $11.7K
|
22.6K
$531K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
420+ 2.76% |
$9.89K - $9.97K
|
15.7K
$368K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
150New |
$3.53K - $3.56K
|
150
$3.52K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
124+ 0.96% |
$2.92K - $2.94K
|
13.1K
$306K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
119+ 0.53% |
$2.8K - $2.83K
|
22.5K
$527K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
118+ 0.55% |
$2.78K - $2.8K
|
21.4K
$503K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
84+ 0.68% |
$1.98K - $1.99K
|
12.5K
$294K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
82+ 0.91% |
$1.93K - $1.95K
|
9.1K
$214K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
60+ 0.45% |
$1.41K - $1.42K
|
13.3K
$312K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
41+ 0.04% |
$966 - $973
|
93.2K
$2.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
35+ 0.39% |
$824 - $831
|
8.93K
$210K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9+ 0.5% |
$212 - $214
|
1.81K
$42.4K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
9+ 0.66% |
$212 - $214
|
1.37K
$32K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6+ 0.02% |
$141 - $142
|
31.4K
$737K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-43- 0.12% |
$1.01K - $1.02K
|
36.3K
$853K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-46- 4.81% |
$1.08K - $1.09K
|
911
$21.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-105- 0.76% |
$2.47K - $2.49K
|
13.8K
$323K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-212- 0.36% |
$4.99K - $5.03K
|
58.5K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-248- 1.95% |
$5.84K - $5.89K
|
12.5K
$293K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-674- 0.44% |
$15.9K - $16K
|
153K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-826- 21.19% |
$19.5K - $19.6K
|
3.07K
$72.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-875- 8.34% |
$20.6K - $20.8K
|
9.61K
$226K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.19K- 9.98% |
$28K - $28.2K
|
10.7K
$252K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1.2K- 7.4% |
$28.3K - $28.5K
|
15K
$352K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.33K- 11.99% |
$31.4K - $31.6K
|
9.78K
$229K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.85K- 6.1% |
$43.6K - $43.9K
|
28.5K
$669K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.96K- 5.67% |
$46.1K - $46.4K
|
32.5K
$764K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.62K- 10.23% |
$61.7K - $62.2K
|
23K
$539K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-2.68K- 19.32% |
$63.1K - $63.6K
|
11.2K
$263K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.7K- 14.38% |
$63.6K - $64.1K
|
16.1K
$377K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.15K- 14.48% |
$74.2K - $74.8K
|
18.6K
$437K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-4.2K- 5.86% |
$98.9K - $99.7K
|
67.5K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-4.33K- 21.91% |
$102K - $103K
|
15.4K
$362K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.88K- 3.83% |
$115K - $116K
|
122K
$2.87M
|