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 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.2K+ 8.73% |
$51K - $52K
|
27.4K
$648K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
2.06K+ 1.39% |
$47.7K - $48.6K
|
150K
$3.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.63K+ 91.18% |
$200K - $204K
|
18.1K
$427K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-206- 0.66% |
$4.78K - $4.87K
|
31.2K
$737K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
12.1K+ 4.27% |
$281K - $286K
|
296K
$7M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
22.2KNew |
$516K - $525K
|
22.2K
$525K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.1K+ 21.78% |
$233K - $237K
|
56.2K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.06KNew |
$24.6K - $25K
|
1.06K
$25K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.4K+ 24.55% |
$55.7K - $56.7K
|
12.2K
$288K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.61K+ 7.85% |
$223K - $227K
|
132K
$3.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
850+ 4.38% |
$19.7K - $20.1K
|
20.2K
$478K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
78K+ 18.43% |
$1.81M - $1.84M
|
501K
$11.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.15K+ 1.85% |
$26.6K - $27.1K
|
63.1K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
1.28K+ 13.02% |
$29.6K - $30.2K
|
11.1K
$262K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-10.8K- 27.58% |
$250K - $254K
|
28.2K
$668K
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
9.99KNew |
$232K - $236K
|
9.99K
$236K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-6.97K- 12.59% |
$162K - $165K
|
48.4K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.64K+ 8.24% |
$108K - $110K
|
60.9K
$1.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.98K+ 17.83% |
$115K - $118K
|
32.9K
$777K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.7K+ 49.34% |
$272K - $277K
|
35.5K
$838K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
27.2KNew |
$632K - $644K
|
27.2K
$644K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.04K- 26.2% |
$24.1K - $24.6K
|
2.93K
$69.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.08K+ 16.46% |
$48.1K - $49K
|
14.7K
$347K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
10.9KNew |
$253K - $258K
|
10.9K
$258K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.26K+ 9.07% |
$29.3K - $29.9K
|
15.2K
$359K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-27.5K- 49.66% |
$638K - $650K
|
27.9K
$659K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
848+ 2.49% |
$19.7K - $20K
|
34.9K
$824K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-660- 4.21% |
$15.3K - $15.6K
|
15K
$354K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2+ 0.02% |
$46.4 - $47.3
|
12.2K
$287K
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-4.42K- 9.92% |
$102K - $104K
|
40.1K
$948K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
19+ 0.06% |
$441 - $449
|
30.7K
$724K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
17.1K+ 11.55% |
$397K - $404K
|
165K
$3.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
6.17K+ 6.28% |
$143K - $146K
|
104K
$2.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9.48K- 39.82% |
$220K - $224K
|
14.3K
$339K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
10.6KNew |
$246K - $251K
|
10.6K
$251K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
2.55K+ 3.38% |
$59.3K - $60.4K
|
78.2K
$1.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.85K+ 14.44% |
$136K - $138K
|
46.3K
$1.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
20.4K+ 188.77% |
$473K - $482K
|
31.2K
$737K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
321+ 0.56% |
$7.45K - $7.59K
|
57.9K
$1.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.02K- 2.99% |
$46.8K - $47.7K
|
65.5K
$1.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-41.4K- 19.56% |
$960K - $978K
|
170K
$4.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-564- 4.52% |
$13.1K - $13.3K
|
11.9K
$282K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
106+ 0.71% |
$2.46K - $2.5K
|
15K
$355K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.94KNew |
$207K - $211K
|
8.94K
$211K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
375+ 2.18% |
$8.7K - $8.86K
|
17.6K
$416K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.21KNew |
$97.8K - $99.6K
|
4.21K
$99.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.99KNew |
$209K - $213K
|
8.99K
$213K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
17.1KNew |
$396K - $404K
|
17.1K
$404K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-17.2K- 47.43% |
$400K - $407K
|
19.1K
$451K
|