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 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
124+ 0.96% |
$2.92K - $2.94K
|
13.1K
$306K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-212- 0.36% |
$4.99K - $5.03K
|
58.5K
$1.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
150New |
$3.53K - $3.56K
|
150
$3.52K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-46- 4.81% |
$1.08K - $1.09K
|
911
$21.4K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
2.42K+ 3.89% |
$56.9K - $57.3K
|
64.5K
$1.51M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-101K- 47.0% |
$2.39M - $2.41M
|
114K
$2.68M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-66.1K- 35.81% |
$1.55M - $1.57M
|
119K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
8.42K+ 32.43% |
$198K - $200K
|
34.4K
$807K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.3K+ 33.32% |
$148K - $149K
|
25.2K
$592K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
8.64KNew |
$203K - $205K
|
8.64K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
8.95KNew |
$210K - $212K
|
8.95K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16.4KNew |
$384K - $389K
|
16.4K
$384K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.29K+ 49.15% |
$101K - $102K
|
13K
$306K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.7% |
$141 - $142
|
865
$20.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.94K+ 3.97% |
$92.6K - $93.6K
|
103K
$2.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.95K+ 18.24% |
$45.7K - $46.2K
|
12.6K
$296K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.69K+ 1316.07% |
$86.5K - $87.4K
|
3.97K
$93.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.48KNew |
$199K - $201K
|
8.48K
$199K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
35+ 0.26% |
$822 - $831
|
13.5K
$316K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16.7KNew |
$392K - $396K
|
16.7K
$392K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
22.2KNew |
$522K - $527K
|
22.2K
$522K
|
|
| Q3 2024 | |||||||
|
Mar 25, 2025
Q3 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
9KNew |
$211K - $214K
|
9K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
375New |
$8.8K - $8.9K
|
375
$8.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
11.7KNew |
$273K - $277K
|
11.7K
$273K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
80KNew |
$1.88M - $1.9M
|
80K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.15K- 70.54% |
$74K - $74.9K
|
1.32K
$30.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
16.7KNew |
$391K - $395K
|
16.7K
$391K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.7K+ 8.57% |
$39.9K - $40.4K
|
21.5K
$505K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
7.05KNew |
$165K - $167K
|
7.05K
$165K
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
6.53KNew |
$153K - $155K
|
6.53K
$153K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
8.5KNew |
$199K - $202K
|
8.5K
$199K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
192+ 0.71% |
$4.51K - $4.56K
|
27.2K
$639K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
553+ 3.21% |
$13K - $13.1K
|
17.8K
$417K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-36.3K- 24.83% |
$851K - $861K
|
110K
$2.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
89+ 0.66% |
$2.09K - $2.11K
|
13.5K
$316K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.12K+ 19.28% |
$49.6K - $50.2K
|
13.1K
$307K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.98K+ 28.89% |
$69.6K - $70.3K
|
13.3K
$312K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.45K+ 7.91% |
$104K - $105K
|
60.6K
$1.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.82K- 19.75% |
$113K - $114K
|
19.6K
$459K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
839New |
$19.6K - $19.8K
|
839
$19.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.63KNew |
$61.5K - $62K
|
2.63K
$61.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
34KNew |
$795K - $803K
|
34K
$799K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.5K+ 15.35% |
$35K - $35.4K
|
11.3K
$265K
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.73K- 8.75% |
$40.4K - $40.7K
|
18K
$423K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-17.5K- 50.0% |
$409K - $413K
|
17.5K
$411K
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-425- 3.43% |
$9.93K - $10K
|
12K
$281K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
850New |
$19.9K - $20K
|
850
$19.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
4.27K+ 32.32% |
$99.6K - $101K
|
17.5K
$410K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.39K- 8.6% |
$32.5K - $32.8K
|
14.8K
$347K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.98KNew |
$212K - $213K
|
8.98K
$211K
|
|