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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
4.64K+ 25.36% |
$109K - $110K
|
22.9K
$542K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-537- 0.96% |
$12.6K - $12.7K
|
55.2K
$1.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.2K+ 853.33% |
$75.1K - $75.8K
|
3.58K
$84.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
16K+ 279.0% |
$376K - $380K
|
21.8K
$514K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
SELL
|
- |
-2.32K- 10.29% |
$54.4K - $54.9K
|
20.2K
$478K
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.38K+ 7.1% |
$220K - $222K
|
141K
$3.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-532- 0.18% |
$12.5K - $12.6K
|
291K
$6.88M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
75+ 0.2% |
$1.76K - $1.78K
|
38K
$899K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25.4K+ 61.04% |
$597K - $603K
|
67.1K
$1.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-3.72K- 25.19% |
$87.3K - $88.2K
|
11K
$261K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.9K+ 20.66% |
$115K - $116K
|
28.6K
$676K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
9.07K+ 32.59% |
$213K - $215K
|
36.9K
$872K
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
9.09K+ 42.78% |
$213K - $215K
|
30.3K
$717K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.7K- 24.07% |
$134K - $135K
|
18K
$425K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-4.9K- 40.41% |
$115K - $116K
|
7.23K
$171K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-762- 8.04% |
$17.9K - $18.1K
|
8.72K
$206K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
73+ 0.68% |
$1.71K - $1.73K
|
10.9K
$257K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
97+ 0.45% |
$2.28K - $2.3K
|
21.7K
$512K
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
17.6K+ 15.84% |
$413K - $417K
|
129K
$3.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-5.57K- 5.03% |
$131K - $132K
|
105K
$2.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.7K+ 420.32% |
$299K - $301K
|
15.7K
$372K
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
281+ 0.64% |
$6.6K - $6.66K
|
44.5K
$1.05M
|
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-189- 0.84% |
$4.44K - $4.48K
|
22.3K
$526K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-164K- 89.86% |
$3.85M - $3.89M
|
18.5K
$437K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-413- 1.13% |
$9.7K - $9.79K
|
36.2K
$856K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-17.2K- 49.74% |
$404K - $407K
|
17.4K
$410K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-307- 33.7% |
$7.21K - $7.28K
|
604
$14.3K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
7.29K+ 9.87% |
$171K - $173K
|
81.1K
$1.92M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.4K- 12.32% |
$32.9K - $33.2K
|
9.96K
$235K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
16.7KNew |
$393K - $396K
|
16.7K
$395K
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50.3K+ 41.92% |
$1.17M - $1.19M
|
170K
$4.02M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
53.9K+ 395.94% |
$1.25M - $1.27M
|
67.5K
$1.6M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
16.7K+ 14.54% |
$388K - $395K
|
132K
$3.11M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
10.4KNew |
$242K - $246K
|
10.4K
$246K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.49K- 18.74% |
$57.8K - $58.8K
|
10.8K
$255K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45.4K- 8.94% |
$1.05M - $1.07M
|
463K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.57K- 2.51% |
$106K - $108K
|
178K
$4.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.75K+ 13.32% |
$63.8K - $65K
|
23.4K
$553K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.8K+ 20.26% |
$320K - $326K
|
81.9K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.57K+ 1.19% |
$176K - $179K
|
641K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
36.6K+ 32.55% |
$849K - $865K
|
149K
$3.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.3KNew |
$238K - $242K
|
10.3K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.58K+ 15.2% |
$176K - $179K
|
57.4K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
46.9K+ 15.96% |
$1.09M - $1.11M
|
341K
$8.05M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.35K+ 6.17% |
$217K - $221K
|
161K
$3.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.51K+ 4.26% |
$151K - $154K
|
159K
$3.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
66+ 0.73% |
$1.53K - $1.56K
|
9.17K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-30.2K- 26.31% |
$700K - $713K
|
84.5K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-146- 0.64% |
$3.39K - $3.45K
|
22.8K
$539K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-306- 1.64% |
$7.1K - $7.23K
|
18.3K
$433K
|
|