Latest Institutional Transactions on Invesco Bulletshares 2026 Muni (BSMQ)
This table provides information on the latest institutional transactions involving Invesco Bulletshares 2026 Muni (BSMQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-234K- 96.11% |
$5.51M - $5.55M
|
9.46K
$222K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.33K- 11.99% |
$31.4K - $31.6K
|
9.78K
$229K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3KNew |
$70.7K - $71.2K
|
3K
$70.4K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.9K+ 24.19% |
$516K - $520K
|
112K
$2.64M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
12.2KNew |
$286K - $288K
|
12.2K
$285K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.2K+ 23.87% |
$687K - $693K
|
151K
$3.55M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.9K+ 39.95% |
$139K - $140K
|
20.7K
$485K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.5K+ 23.78% |
$1.33M - $1.34M
|
294K
$6.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
130K+ 34.56% |
$3.07M - $3.1M
|
508K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
9+ 0.66% |
$212 - $214
|
1.37K
$32K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
8.48KNew |
$200K - $201K
|
8.48K
$199K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
840+ 4.3% |
$19.8K - $19.9K
|
20.4K
$478K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.41K+ 5.24% |
$33.3K - $33.5K
|
28.4K
$665K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.62K- 10.23% |
$61.7K - $62.2K
|
23K
$539K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.93KNew |
$210K - $212K
|
8.93K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.96K- 9.69% |
$211K - $213K
|
83.6K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-43- 0.12% |
$1.01K - $1.02K
|
36.3K
$853K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.9KNew |
$256K - $258K
|
10.9K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.95K+ 14.14% |
$69.5K - $70K
|
23.8K
$559K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-15.5K- 57.66% |
$364K - $367K
|
11.4K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
846+ 1.38% |
$19.9K - $20.1K
|
62K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-826- 21.19% |
$19.5K - $19.6K
|
3.07K
$72.1K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-248- 1.95% |
$5.84K - $5.89K
|
12.5K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
14.9K+ 61.67% |
$350K - $353K
|
39K
$915K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.48K+ 29.68% |
$105K - $106K
|
19.6K
$459K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
101K+ 754.38% |
$2.39M - $2.4M
|
115K
$2.69M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.3K+ 52.16% |
$550K - $554K
|
68.1K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
60+ 0.45% |
$1.41K - $1.42K
|
13.3K
$312K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6+ 0.02% |
$141 - $142
|
31.4K
$737K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34K+ 5.67% |
$800K - $807K
|
633K
$14.9M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18.4K- 57.42% |
$433K - $436K
|
13.6K
$320K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-674- 0.44% |
$15.9K - $16K
|
153K
$3.58M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.15K+ 2.09% |
$27.2K - $27.4K
|
56.3K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
12.9K+ 7.63% |
$305K - $307K
|
182K
$4.28M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
607+ 1.23% |
$14.3K - $14.4K
|
49.9K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
19.6K+ 103.2% |
$461K - $465K
|
38.6K
$905K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
148KNew |
$3.48M - $3.51M
|
148K
$3.47M
|
|
|
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
|
Addison Advisors LLC
|
BUY
|
- |
420+ 2.76% |
$9.89K - $9.97K
|
15.7K
$368K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.15K- 14.48% |
$74.2K - $74.8K
|
18.6K
$437K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.96K- 5.67% |
$46.1K - $46.4K
|
32.5K
$764K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.71K+ 3.98% |
$40.2K - $40.5K
|
44.5K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
37.5K+ 15.22% |
$884K - $891K
|
284K
$6.66M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.89K+ 19.58% |
$91.5K - $92.3K
|
23.7K
$557K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
119+ 0.53% |
$2.8K - $2.83K
|
22.5K
$527K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
612+ 6.01% |
$14.4K - $14.5K
|
10.8K
$253K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.95K- 1.89% |
$140K - $141K
|
309K
$7.25M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.12K+ 12.25% |
$49.8K - $50.2K
|
19.4K
$455K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
5.66K+ 53.77% |
$133K - $134K
|
16.2K
$380K
|