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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
78K+ 18.43% |
$1.81M - $1.84M
|
501K
$11.8M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
53.9K+ 395.94% |
$1.25M - $1.27M
|
67.5K
$1.59M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50.3K+ 41.92% |
$1.17M - $1.19M
|
170K
$4.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
46.9K+ 15.96% |
$1.09M - $1.11M
|
341K
$8.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
36.6K+ 32.55% |
$849K - $865K
|
149K
$3.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
33.6K+ 150.97% |
$778K - $793K
|
55.8K
$1.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
27.2KNew |
$632K - $644K
|
27.2K
$641K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
23.7KNew |
$550K - $561K
|
23.7K
$559K
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
22.5KNew |
$523K - $532K
|
22.5K
$531K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
22.2KNew |
$516K - $525K
|
22.2K
$523K
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
21.2KNew |
$493K - $502K
|
21.2K
$500K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
20.4K+ 188.77% |
$473K - $482K
|
31.2K
$734K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
18.5KNew |
$430K - $438K
|
18.5K
$437K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
18.3KNew |
$425K - $432K
|
18.3K
$431K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
17.1K+ 11.55% |
$397K - $404K
|
165K
$3.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
17.1KNew |
$396K - $404K
|
17.1K
$402K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
16.7K+ 14.54% |
$388K - $395K
|
132K
$3.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.8K+ 20.26% |
$320K - $326K
|
81.9K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
12.1K+ 4.27% |
$281K - $286K
|
296K
$6.97M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.7K+ 49.34% |
$272K - $277K
|
35.5K
$835K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
10.9KNew |
$253K - $258K
|
10.9K
$257K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
10.6KNew |
$246K - $251K
|
10.6K
$250K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
10.4KNew |
$242K - $246K
|
10.4K
$245K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.3KNew |
$238K - $242K
|
10.3K
$241K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.1K+ 21.78% |
$233K - $237K
|
56.2K
$1.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
10K+ 9.94% |
$233K - $237K
|
111K
$2.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
9.99KNew |
$232K - $236K
|
9.99K
$235K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.61K+ 7.85% |
$223K - $227K
|
132K
$3.11M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.35K+ 6.17% |
$217K - $221K
|
161K
$3.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
9.3K+ 14.41% |
$216K - $220K
|
73.8K
$1.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.99KNew |
$209K - $213K
|
8.99K
$212K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.94KNew |
$207K - $211K
|
8.94K
$210K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.63K+ 91.18% |
$200K - $204K
|
18.1K
$426K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
8.54K+ 48.78% |
$198K - $202K
|
26K
$613K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.58K+ 15.2% |
$176K - $179K
|
57.4K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.57K+ 1.19% |
$176K - $179K
|
641K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.51K+ 4.26% |
$151K - $154K
|
159K
$3.75M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
6.41K+ 29.94% |
$149K - $152K
|
27.8K
$655K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
6.17K+ 6.28% |
$143K - $146K
|
104K
$2.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.85K+ 14.44% |
$136K - $138K
|
46.3K
$1.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5.65K+ 14.65% |
$131K - $134K
|
44.2K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.98K+ 17.83% |
$115K - $118K
|
32.9K
$775K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.64K+ 8.24% |
$108K - $110K
|
60.9K
$1.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.21KNew |
$97.8K - $99.6K
|
4.21K
$99.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.75K+ 13.32% |
$63.8K - $65K
|
23.4K
$551K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
2.55K+ 3.38% |
$59.3K - $60.4K
|
78.2K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.4K+ 24.55% |
$55.7K - $56.7K
|
12.2K
$287K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
2.34K+ 14.46% |
$54.3K - $55.3K
|
18.5K
$437K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.2K+ 8.73% |
$51K - $52K
|
27.4K
$646K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.08K+ 16.46% |
$48.1K - $49K
|
14.7K
$346K
|