Purchases and Sales Made in Q4 2024 in Invesco Bulletshares 2026 Muni (BSMQ)
This table provides information about the institutional ownership of Invesco Bulletshares 2026 Muni (BSMQ) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
153KNew |
$3.6M - $3.64M
|
153K
$3.63M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
127KNew |
$2.99M - $3.02M
|
127K
$3.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
50.2K+ 9.13% |
$1.18M - $1.19M
|
599K
$14.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
42.3K+ 26.92% |
$993K - $1M
|
199K
$4.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.6K+ 10.74% |
$860K - $869K
|
377K
$8.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
34.4K+ 61.33% |
$808K - $817K
|
90.6K
$2.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
32.4K+ 31.85% |
$761K - $769K
|
134K
$3.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
26.9KNew |
$633K - $639K
|
26.9K
$639K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
25.6K+ 17.75% |
$600K - $606K
|
170K
$4.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
23.4K+ 457.37% |
$549K - $554K
|
28.5K
$675K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
22.2KNew |
$522K - $527K
|
22.2K
$527K
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
19.8KNew |
$464K - $469K
|
19.8K
$469K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
19.1K+ 167.52% |
$449K - $454K
|
30.5K
$724K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.7KNew |
$440K - $445K
|
18.7K
$444K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18.4K+ 134.88% |
$431K - $436K
|
32K
$758K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
17.6K+ 39.5% |
$413K - $417K
|
62.1K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16.7KNew |
$392K - $396K
|
16.7K
$396K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16.4KNew |
$384K - $389K
|
16.4K
$388K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
16.2KNew |
$381K - $385K
|
16.2K
$384K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
13.9KNew |
$326K - $329K
|
13.9K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.8K+ 6.19% |
$325K - $328K
|
237K
$5.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.2KNew |
$311K - $314K
|
13.2K
$314K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12.9KNew |
$303K - $306K
|
12.9K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
12.7KNew |
$299K - $302K
|
12.7K
$302K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
12.4KNew |
$292K - $295K
|
12.4K
$295K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12K+ 3.97% |
$282K - $285K
|
315K
$7.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
11.7K+ 76.93% |
$274K - $277K
|
26.8K
$636K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.2KNew |
$240K - $242K
|
10.2K
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10.2KNew |
$239K - $242K
|
10.2K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10KNew |
$235K - $238K
|
10K
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.02KNew |
$212K - $214K
|
9.02K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
8.95KNew |
$210K - $212K
|
8.95K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
8.64KNew |
$203K - $205K
|
8.64K
$205K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
8.51KNew |
$200K - $202K
|
8.51K
$202K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8.51K+ 81.34% |
$200K - $202K
|
19K
$450K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.48KNew |
$199K - $201K
|
8.48K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
8.42K+ 32.43% |
$198K - $200K
|
34.4K
$816K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.2K+ 2.04% |
$169K - $171K
|
360K
$8.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.42K+ 16.75% |
$151K - $152K
|
44.8K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
6.36K+ 20.59% |
$149K - $151K
|
37.2K
$882K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.3K+ 33.32% |
$148K - $149K
|
25.2K
$598K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.75K+ 38.01% |
$135K - $136K
|
20.9K
$495K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
5.62K+ 48.24% |
$132K - $133K
|
17.3K
$409K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.5K+ 6.27% |
$129K - $130K
|
93.1K
$2.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.27K+ 11.88% |
$124K - $125K
|
49.6K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
5.2K+ 4.97% |
$122K - $123K
|
110K
$2.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.75K+ 5.64% |
$112K - $113K
|
89K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.29K+ 49.15% |
$101K - $102K
|
13K
$309K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.27K+ 5.05% |
$100K - $101K
|
88.9K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.23K+ 8.3% |
$99.2K - $100K
|
55.1K
$1.31M
|