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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.74K+ 4.45% |
$87.7K - $88.7K
|
87.6K
$2.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
80+ 0.88% |
$1.88K - $1.9K
|
9.2K
$217K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
32.4K+ 62.52% |
$761K - $770K
|
84.3K
$1.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
859New |
$20.2K - $20.4K
|
859
$20.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
5.11KNew |
$120K - $121K
|
5.11K
$121K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
675+ 6.28% |
$15.8K - $16K
|
11.4K
$270K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.88K+ 11.0% |
$44K - $44.5K
|
18.9K
$447K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14.5K+ 48.38% |
$341K - $345K
|
44.5K
$1.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.2K- 30.07% |
$286K - $290K
|
28.4K
$671K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
8.5KNew |
$199K - $202K
|
8.5K
$201K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.01K- 20.9% |
$94K - $95.1K
|
15.2K
$358K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
10.5KNew |
$247K - $250K
|
10.5K
$249K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
100+ 0.72% |
$2.35K - $2.37K
|
13.9K
$329K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38.3K+ 14.49% |
$900K - $910K
|
303K
$7.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-36.3K- 24.83% |
$851K - $861K
|
110K
$2.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
553+ 3.21% |
$13K - $13.1K
|
17.8K
$419K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.43K- 1.63% |
$33.6K - $34K
|
86.5K
$2.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
192+ 0.71% |
$4.51K - $4.56K
|
27.2K
$643K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.7K+ 7.81% |
$39.9K - $40.3K
|
23.4K
$554K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-127- 0.21% |
$2.98K - $3.01K
|
61K
$1.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
9.17KNew |
$215K - $218K
|
9.17K
$217K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11.9K+ 22.11% |
$280K - $284K
|
66K
$1.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.01K+ 5.53% |
$47.2K - $47.8K
|
38.4K
$907K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
89+ 0.66% |
$2.09K - $2.11K
|
13.5K
$318K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.72K+ 9.66% |
$63.8K - $64.5K
|
30.9K
$729K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
10.1K+ 10.65% |
$236K - $239K
|
105K
$2.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
153+ 0.4% |
$3.59K - $3.63K
|
38.7K
$915K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
353+ 58.44% |
$8.28K - $8.38K
|
957
$22.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.12K+ 19.28% |
$49.6K - $50.2K
|
13.1K
$309K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-5.92K- 30.57% |
$139K - $140K
|
13.4K
$318K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
10K+ 722.17% |
$235K - $238K
|
11.4K
$270K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.23K- 7.54% |
$123K - $124K
|
64.1K
$1.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-2.13K- 8.9% |
$50K - $50.5K
|
21.8K
$515K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-736- 7.54% |
$17.2K - $17.4K
|
9.03K
$213K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.98K+ 28.89% |
$69.6K - $70.3K
|
13.3K
$314K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.73KNew |
$204K - $206K
|
8.73K
$206K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.45K+ 7.91% |
$104K - $105K
|
60.6K
$1.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.82K- 19.75% |
$113K - $114K
|
19.6K
$462K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
750+ 6.88% |
$17.5K - $17.7K
|
11.7K
$275K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.63KNew |
$61.5K - $62K
|
2.63K
$62.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
839New |
$19.6K - $19.8K
|
839
$19.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
34KNew |
$795K - $803K
|
34K
$804K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.5K+ 15.35% |
$35K - $35.4K
|
11.3K
$266K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
280New |
$6.54K - $6.6K
|
280
$6.61K
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.73K- 8.75% |
$40.4K - $40.7K
|
18K
$425K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-17.5K- 50.0% |
$409K - $413K
|
17.5K
$413K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 0.63% |
$257 - $259
|
1.77K
$41.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-425- 3.43% |
$9.93K - $10K
|
12K
$282K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-750- 2.35% |
$17.5K - $17.7K
|
31.1K
$735K
|
|