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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.68K+ 8.68% |
$86.8K - $87.5K
|
46.1K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
491+ 2.22% |
$11.6K - $11.7K
|
22.6K
$528K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
32.3K+ 47.06% |
$761K - $768K
|
101K
$2.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.77K+ 27.87% |
$136K - $137K
|
26.5K
$617K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
185KNew |
$4.36M - $4.39M
|
185K
$4.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.17K+ 8.87% |
$27.5K - $27.7K
|
14.3K
$334K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-2.68K- 19.32% |
$63.1K - $63.6K
|
11.2K
$261K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
8.49KNew |
$200K - $201K
|
8.49K
$198K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
2.51K+ 15.64% |
$59.1K - $59.6K
|
18.6K
$433K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
65.8K+ 510.1% |
$1.55M - $1.56M
|
78.7K
$1.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.53K+ 4.12% |
$36.1K - $36.4K
|
38.7K
$904K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.6KNew |
$37.7K - $38K
|
1.6K
$37.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-212- 0.36% |
$4.99K - $5.03K
|
58.5K
$1.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
124+ 0.96% |
$2.92K - $2.94K
|
13.1K
$304K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
150New |
$3.53K - $3.56K
|
150
$3.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-46- 4.81% |
$1.08K - $1.09K
|
911
$21.2K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
2.42K+ 3.89% |
$56.9K - $57.3K
|
64.5K
$1.5M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-101K- 47.0% |
$2.39M - $2.41M
|
114K
$2.67M
|
|
| Q4 2024 | |||||||
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
21.3KNew |
$500K - $505K
|
21.3K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6+ 0.02% |
$141 - $142
|
31.4K
$732K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
25.6K+ 17.75% |
$600K - $606K
|
170K
$3.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
34.4K+ 61.33% |
$808K - $817K
|
90.6K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
8.42K+ 32.43% |
$198K - $200K
|
34.4K
$802K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.36KNew |
$31.8K - $32.2K
|
1.36K
$31.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.8K+ 6.19% |
$325K - $328K
|
237K
$5.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.86K+ 35.41% |
$90.6K - $91.6K
|
14.8K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-183- 0.83% |
$4.3K - $4.34K
|
21.8K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.3K+ 33.32% |
$148K - $149K
|
25.2K
$588K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.83K- 6.68% |
$43K - $43.5K
|
25.6K
$597K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.16K- 12.55% |
$50.8K - $51.4K
|
15.1K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
8.64KNew |
$203K - $205K
|
8.64K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
168+ 0.7% |
$3.94K - $3.99K
|
24.1K
$563K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.6K+ 10.74% |
$860K - $869K
|
377K
$8.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
8.95KNew |
$210K - $212K
|
8.95K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-37.7K- 73.76% |
$886K - $896K
|
13.4K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.23K+ 8.3% |
$99.2K - $100K
|
55.1K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.49K+ 8.88% |
$82K - $82.8K
|
42.8K
$998K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.29K- 1.71% |
$101K - $102K
|
246K
$5.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.29K+ 49.15% |
$101K - $102K
|
13K
$304K
|
|
|
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 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
12.7KNew |
$299K - $302K
|
12.7K
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
5.62K+ 48.24% |
$132K - $133K
|
17.3K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10KNew |
$235K - $238K
|
10K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16.4KNew |
$384K - $389K
|
16.4K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.35K- 8.11% |
$102K - $103K
|
49.3K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.42K+ 16.75% |
$151K - $152K
|
44.8K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
174+ 0.48% |
$4.09K - $4.13K
|
36.4K
$848K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.2KNew |
$311K - $314K
|
13.2K
$308K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
26.9KNew |
$633K - $639K
|
26.9K
$628K
|
|