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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2+ 0.02% |
$46.4 - $47.3
|
12.2K
$286K
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-4.42K- 9.92% |
$102K - $104K
|
40.1K
$944K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
19+ 0.06% |
$441 - $449
|
30.7K
$721K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.1K- 5.53% |
$397K - $404K
|
292K
$6.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
17.1K+ 11.55% |
$397K - $404K
|
165K
$3.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
6.17K+ 6.28% |
$143K - $146K
|
104K
$2.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9.48K- 39.82% |
$220K - $224K
|
14.3K
$337K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
10.6KNew |
$246K - $251K
|
10.6K
$250K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
2.55K+ 3.38% |
$59.3K - $60.4K
|
78.2K
$1.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.85K+ 14.44% |
$136K - $138K
|
46.3K
$1.09M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
20.4K+ 188.77% |
$473K - $482K
|
31.2K
$734K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
321+ 0.56% |
$7.45K - $7.59K
|
57.9K
$1.36M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
6.41K+ 29.94% |
$149K - $152K
|
27.8K
$655K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-41.4K- 19.56% |
$960K - $978K
|
170K
$4M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.02K- 2.99% |
$46.8K - $47.7K
|
65.5K
$1.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
91+ 0.97% |
$2.11K - $2.15K
|
9.48K
$223K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.8K- 16.85% |
$111K - $113K
|
23.7K
$557K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-564- 4.52% |
$13.1K - $13.3K
|
11.9K
$281K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.95K- 24.57% |
$91.6K - $93.3K
|
12.1K
$285K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
106+ 0.71% |
$2.46K - $2.5K
|
15K
$354K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.21KNew |
$97.8K - $99.6K
|
4.21K
$99.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.99KNew |
$209K - $213K
|
8.99K
$212K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
375+ 2.18% |
$8.7K - $8.86K
|
17.6K
$414K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.94KNew |
$207K - $211K
|
8.94K
$210K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-10.9K- 22.93% |
$253K - $258K
|
36.6K
$862K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
17.1KNew |
$396K - $404K
|
17.1K
$402K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
72+ 0.67% |
$1.67K - $1.7K
|
10.8K
$254K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-17.2K- 47.43% |
$400K - $407K
|
19.1K
$449K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-677- 37.49% |
$15.7K - $16K
|
1.13K
$26.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
89+ 0.71% |
$2.06K - $2.1K
|
12.6K
$296K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
8.54K+ 48.78% |
$198K - $202K
|
26K
$613K
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
21.2KNew |
$493K - $502K
|
21.2K
$500K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
2.34K+ 14.46% |
$54.3K - $55.3K
|
18.5K
$436K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
18.5KNew |
$430K - $438K
|
18.5K
$436K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.07K+ 6.41% |
$24.8K - $25.3K
|
17.8K
$418K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
18.3KNew |
$425K - $432K
|
18.3K
$431K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.13K- 27.08% |
$49.5K - $50.4K
|
5.74K
$135K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
10K+ 9.94% |
$233K - $237K
|
111K
$2.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.19K- 1.06% |
$74.1K - $75.5K
|
299K
$7.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
1K+ 6.97% |
$23.2K - $23.6K
|
15.3K
$361K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
33.6K+ 150.97% |
$778K - $793K
|
55.8K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
110+ 0.71% |
$2.55K - $2.6K
|
15.5K
$366K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
23.7KNew |
$550K - $561K
|
23.7K
$558K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1K+ 8.37% |
$23.2K - $23.6K
|
13K
$305K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
40+ 0.2% |
$928 - $945
|
20.4K
$480K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-789- 2.04% |
$18.3K - $18.6K
|
38K
$893K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-23.9K- 40.92% |
$555K - $566K
|
34.6K
$813K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.43K+ 89.13% |
$33.1K - $33.7K
|
3.03K
$71.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.08K- 4.78% |
$25.1K - $25.5K
|
21.6K
$507K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-155- 0.83% |
$3.6K - $3.66K
|
18.4K
$433K
|