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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
11.7K+ 76.93% |
$274K - $277K
|
26.8K
$633K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
127KNew |
$2.99M - $3.02M
|
127K
$3M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.75K+ 38.01% |
$135K - $136K
|
20.9K
$492K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
619+ 1.25% |
$14.5K - $14.7K
|
50.2K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
50.2K+ 9.13% |
$1.18M - $1.19M
|
599K
$14.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
42.3K+ 26.92% |
$993K - $1M
|
199K
$4.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
824+ 0.9% |
$19.3K - $19.6K
|
92.5K
$2.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.2K+ 2.04% |
$169K - $171K
|
360K
$8.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12K+ 3.97% |
$282K - $285K
|
315K
$7.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
23.4K+ 457.37% |
$549K - $554K
|
28.5K
$671K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15+ 0.7% |
$352 - $356
|
2.17K
$51.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.7% |
$141 - $142
|
865
$20.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18.4K+ 134.88% |
$431K - $436K
|
32K
$754K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.32K+ 34.31% |
$54.4K - $55K
|
9.07K
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10.2KNew |
$239K - $242K
|
10.2K
$240K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
654+ 1.24% |
$15.4K - $15.5K
|
53.4K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
32.4K+ 31.85% |
$761K - $769K
|
134K
$3.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.27K+ 5.05% |
$100K - $101K
|
88.9K
$2.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8.51K+ 81.34% |
$200K - $202K
|
19K
$447K
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
19.8KNew |
$464K - $469K
|
19.8K
$466K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.68K+ 9.23% |
$39.4K - $39.8K
|
19.9K
$468K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
14+ 0.04% |
$329 - $332
|
34.5K
$813K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.5K+ 6.27% |
$129K - $130K
|
93.1K
$2.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
153KNew |
$3.6M - $3.64M
|
153K
$3.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
12.4KNew |
$292K - $295K
|
12.4K
$293K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.63K+ 43.79% |
$61.7K - $62.4K
|
8.63K
$203K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
550+ 5.21% |
$12.9K - $13.1K
|
11.1K
$262K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
19.1K+ 167.52% |
$449K - $454K
|
30.5K
$720K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 0.73% |
$305 - $308
|
1.8K
$42.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
493+ 4.32% |
$11.6K - $11.7K
|
11.9K
$281K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
595+ 4.06% |
$14K - $14.1K
|
15.2K
$359K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
17.6K+ 39.5% |
$413K - $417K
|
62.1K
$1.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.2KNew |
$240K - $242K
|
10.2K
$241K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.53K- 15.95% |
$106K - $107K
|
23.9K
$562K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.75K+ 5.64% |
$112K - $113K
|
89K
$2.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.48K- 0.49% |
$34.8K - $35.1K
|
300K
$7.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.94K+ 3.97% |
$92.6K - $93.6K
|
103K
$2.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.69K+ 1316.07% |
$86.5K - $87.4K
|
3.97K
$93.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.95K+ 18.24% |
$45.7K - $46.2K
|
12.6K
$297K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-306- 3.33% |
$7.18K - $7.26K
|
8.9K
$210K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
8.51KNew |
$200K - $202K
|
8.51K
$201K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.96K- 4.24% |
$46K - $46.5K
|
44.2K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.27K+ 11.88% |
$124K - $125K
|
49.6K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
16.2KNew |
$381K - $385K
|
16.2K
$382K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-14.8K- 17.14% |
$348K - $352K
|
71.7K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.48KNew |
$199K - $201K
|
8.48K
$200K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
5.2K+ 4.97% |
$122K - $123K
|
110K
$2.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-76- 0.55% |
$1.78K - $1.8K
|
13.9K
$327K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
35+ 0.26% |
$822 - $831
|
13.5K
$318K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.02KNew |
$212K - $214K
|
9.02K
$213K
|