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 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.23K+ 8.3% |
$99.2K - $100K
|
55.1K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.04K+ 10.52% |
$94.9K - $95.9K
|
42.5K
$990K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
4K+ 43.62% |
$93.9K - $94.9K
|
13.2K
$307K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.94K+ 3.97% |
$92.6K - $93.6K
|
103K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.86K+ 35.41% |
$90.6K - $91.6K
|
14.8K
$344K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.69K+ 1316.07% |
$86.5K - $87.4K
|
3.97K
$92.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.49K+ 8.88% |
$82K - $82.8K
|
42.8K
$998K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.74K+ 4.15% |
$64.3K - $65K
|
68.7K
$1.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.63K+ 43.79% |
$61.7K - $62.4K
|
8.63K
$201K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.32K+ 34.31% |
$54.4K - $55K
|
9.07K
$211K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.95K+ 10.42% |
$45.9K - $46.4K
|
20.7K
$483K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.95K+ 18.24% |
$45.7K - $46.2K
|
12.6K
$294K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.68K+ 9.23% |
$39.4K - $39.8K
|
19.9K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.36KNew |
$31.8K - $32.2K
|
1.36K
$31.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
824+ 0.9% |
$19.3K - $19.6K
|
92.5K
$2.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
654+ 1.24% |
$15.4K - $15.5K
|
53.4K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
619+ 1.25% |
$14.5K - $14.7K
|
50.2K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
615+ 3.25% |
$14.4K - $14.6K
|
19.5K
$456K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
595+ 4.06% |
$14K - $14.1K
|
15.2K
$355K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
550+ 5.21% |
$12.9K - $13.1K
|
11.1K
$259K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
534+ 2.45% |
$12.5K - $12.7K
|
22.3K
$521K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
493+ 4.32% |
$11.6K - $11.7K
|
11.9K
$278K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
248+ 1.57% |
$5.82K - $5.89K
|
16.1K
$374K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
174+ 0.48% |
$4.09K - $4.13K
|
36.4K
$848K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
168+ 0.7% |
$3.94K - $3.99K
|
24.1K
$563K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
95+ 0.74% |
$2.23K - $2.25K
|
12.9K
$302K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
35+ 0.26% |
$822 - $831
|
13.5K
$314K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15+ 0.7% |
$352 - $356
|
2.17K
$50.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
14+ 0.04% |
$329 - $332
|
34.5K
$804K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 0.73% |
$305 - $308
|
1.8K
$41.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.7% |
$141 - $142
|
865
$20.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6+ 0.02% |
$141 - $142
|
31.4K
$732K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-76- 0.55% |
$1.78K - $1.8K
|
13.9K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-183- 0.83% |
$4.3K - $4.34K
|
21.8K
$508K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-306- 3.33% |
$7.18K - $7.26K
|
8.9K
$207K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-800- 2.57% |
$18.8K - $19K
|
30.3K
$707K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.29K- 5.52% |
$30.4K - $30.7K
|
22.1K
$516K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.48K- 0.49% |
$34.8K - $35.1K
|
300K
$7M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.61K- 1.3% |
$37.8K - $38.2K
|
122K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.83K- 6.68% |
$43K - $43.5K
|
25.6K
$597K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.96K- 3.05% |
$45.9K - $46.4K
|
62.1K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.96K- 4.24% |
$46K - $46.5K
|
44.2K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.16K- 12.55% |
$50.8K - $51.4K
|
15.1K
$352K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.26K- 3.7% |
$53K - $53.6K
|
58.7K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-3.17K- 8.19% |
$74.5K - $75.3K
|
35.6K
$829K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.29K- 1.71% |
$101K - $102K
|
246K
$5.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.35K- 8.11% |
$102K - $103K
|
49.3K
$1.15M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-4.43K- 2.01% |
$104K - $105K
|
216K
$5.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.53K- 15.95% |
$106K - $107K
|
23.9K
$556K
|