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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
99.3KNew |
$2.33M - $2.36M
|
99.3K
$2.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
80KNew |
$1.88M - $1.9M
|
80K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
61.9K+ 38.31% |
$1.45M - $1.47M
|
224K
$5.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
58.2K+ 11.86% |
$1.37M - $1.38M
|
549K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
52.1K+ 56.75% |
$1.22M - $1.24M
|
144K
$3.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50K+ 16.53% |
$1.17M - $1.19M
|
353K
$8.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
44.5K+ 39.48% |
$1.04M - $1.06M
|
157K
$3.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
41.8K+ 354.39% |
$981K - $992K
|
53.6K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
39.3KNew |
$922K - $933K
|
39.3K
$927K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38.3K+ 14.49% |
$900K - $910K
|
303K
$7.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
32.4K+ 62.52% |
$761K - $770K
|
84.3K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
25.5K+ 33.39% |
$598K - $605K
|
102K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
22KNew |
$515K - $521K
|
22K
$518K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20K+ 30.97% |
$470K - $475K
|
84.6K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
16.7KNew |
$391K - $395K
|
16.7K
$393K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14.5K+ 48.38% |
$341K - $345K
|
44.5K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
13.9K+ 42.96% |
$326K - $329K
|
46.2K
$1.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11.9K+ 22.11% |
$280K - $284K
|
66K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
11.7KNew |
$273K - $277K
|
11.7K
$275K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
10.7KNew |
$250K - $253K
|
10.7K
$252K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
10.5KNew |
$247K - $250K
|
10.5K
$249K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.2K+ 24.08% |
$240K - $243K
|
52.8K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
10.1K+ 10.65% |
$236K - $239K
|
105K
$2.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
10K+ 722.17% |
$235K - $238K
|
11.4K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.36K+ 2.82% |
$220K - $222K
|
341K
$8.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
9.17KNew |
$215K - $218K
|
9.17K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
9.08K+ 3.76% |
$213K - $215K
|
251K
$5.92M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
8.5KNew |
$199K - $202K
|
8.5K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
7.05KNew |
$165K - $167K
|
7.05K
$166K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.74K+ 7.93% |
$158K - $160K
|
91.7K
$2.16M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
6.53KNew |
$153K - $155K
|
6.53K
$154K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
5.61K+ 16.65% |
$132K - $133K
|
39.3K
$928K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.12K+ 17.42% |
$120K - $121K
|
34.5K
$814K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
5.11KNew |
$120K - $121K
|
5.11K
$121K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.81K+ 401.09% |
$113K - $114K
|
6K
$142K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.26K+ 8.2% |
$99.9K - $101K
|
56.1K
$1.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.23K+ 9.06% |
$99.3K - $100K
|
50.9K
$1.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.74K+ 4.45% |
$87.7K - $88.7K
|
87.6K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.12K+ 7.57% |
$73.2K - $74K
|
44.3K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
3.12K+ 27.02% |
$73.1K - $74K
|
14.6K
$346K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.72K+ 9.66% |
$63.8K - $64.5K
|
30.9K
$728K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.58K+ 5.49% |
$60.6K - $61.3K
|
49.6K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.33K+ 14.03% |
$54.6K - $55.2K
|
18.9K
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.32K+ 26.99% |
$54.4K - $55K
|
10.9K
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.26K+ 0.75% |
$53K - $53.6K
|
302K
$7.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.12K+ 19.28% |
$49.6K - $50.2K
|
13.1K
$309K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.01K+ 5.53% |
$47.2K - $47.8K
|
38.4K
$906K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.88K+ 11.0% |
$44K - $44.5K
|
18.9K
$447K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.7K+ 8.57% |
$39.9K - $40.4K
|
21.5K
$508K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.7K+ 7.81% |
$39.9K - $40.3K
|
23.4K
$553K
|