Latest Institutional Purchases of Invesco Bulletshares 2026 Muni (BSMQ)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2026 Muni (BSMQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
185KNew |
$4.36M - $4.39M
|
185K
$4.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
65.8K+ 510.1% |
$1.55M - $1.56M
|
78.7K
$1.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
47.2K+ 165.59% |
$1.11M - $1.12M
|
75.6K
$1.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
32.3K+ 47.06% |
$761K - $768K
|
101K
$2.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12K+ 6.04% |
$284K - $286K
|
211K
$4.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
12K+ 33.63% |
$282K - $284K
|
47.5K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
9.39KNew |
$221K - $223K
|
9.39K
$220K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
9.17K+ 10.29% |
$216K - $218K
|
98.2K
$2.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
8.49KNew |
$200K - $201K
|
8.49K
$199K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.41K+ 75.32% |
$151K - $152K
|
14.9K
$349K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.77K+ 27.87% |
$136K - $137K
|
26.5K
$619K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
5.08K+ 4.63% |
$120K - $121K
|
115K
$2.69M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.68K+ 8.68% |
$86.8K - $87.5K
|
46.1K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
2.51K+ 15.64% |
$59.1K - $59.6K
|
18.6K
$434K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
2.42K+ 3.89% |
$56.9K - $57.3K
|
64.5K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.94K+ 0.65% |
$45.7K - $46K
|
302K
$7.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.6KNew |
$37.7K - $38K
|
1.6K
$37.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.53K+ 4.12% |
$36.1K - $36.4K
|
38.7K
$907K
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.17K+ 8.87% |
$27.5K - $27.7K
|
14.3K
$336K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
491+ 2.22% |
$11.6K - $11.7K
|
22.6K
$530K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
150New |
$3.53K - $3.56K
|
150
$3.51K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
124+ 0.96% |
$2.92K - $2.94K
|
13.1K
$306K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
118+ 0.55% |
$2.78K - $2.8K
|
21.4K
$501K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
35+ 0.39% |
$824 - $831
|
8.93K
$209K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
127KNew |
$2.99M - $3.02M
|
127K
$2.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
50.2K+ 9.13% |
$1.18M - $1.19M
|
599K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.6K+ 10.74% |
$860K - $869K
|
377K
$8.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
34.4K+ 61.33% |
$808K - $817K
|
90.6K
$2.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
32.4K+ 31.85% |
$761K - $769K
|
134K
$3.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
26.9KNew |
$633K - $639K
|
26.9K
$630K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
25.6K+ 17.75% |
$600K - $606K
|
170K
$3.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
22.2KNew |
$522K - $527K
|
22.2K
$520K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
19.1K+ 167.52% |
$449K - $454K
|
30.5K
$715K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18.4K+ 134.88% |
$431K - $436K
|
32K
$749K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
17.6K+ 39.5% |
$413K - $417K
|
62.1K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16.7KNew |
$392K - $396K
|
16.7K
$390K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16.4KNew |
$384K - $389K
|
16.4K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.8K+ 6.19% |
$325K - $328K
|
237K
$5.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.2KNew |
$311K - $314K
|
13.2K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
12.7KNew |
$299K - $302K
|
12.7K
$298K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
12.4KNew |
$292K - $295K
|
12.4K
$291K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12K+ 3.97% |
$282K - $285K
|
315K
$7.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
11.7K+ 76.93% |
$274K - $277K
|
26.8K
$628K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.2KNew |
$240K - $242K
|
10.2K
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10.2KNew |
$239K - $242K
|
10.2K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10KNew |
$235K - $238K
|
10K
$234K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.02KNew |
$212K - $214K
|
9.02K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
8.95KNew |
$210K - $212K
|
8.95K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
8.64KNew |
$203K - $205K
|
8.64K
$202K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8.51K+ 81.34% |
$200K - $202K
|
19K
$444K
|
|