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 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.59K+ 17.87% |
$37.3K - $37.7K
|
10.5K
$248K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.47K+ 3.98% |
$34.5K - $34.9K
|
38.3K
$907K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.36K+ 14.79% |
$31.9K - $32.3K
|
10.6K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.28K+ 8.04% |
$30.1K - $30.5K
|
17.2K
$408K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
859New |
$20.2K - $20.4K
|
859
$20.3K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
675+ 6.28% |
$15.8K - $16K
|
11.4K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
593+ 3.37% |
$13.9K - $14.1K
|
18.2K
$430K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
553+ 3.21% |
$13K - $13.1K
|
17.8K
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
375New |
$8.8K - $8.9K
|
375
$8.87K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
363+ 1.01% |
$8.52K - $8.62K
|
36.2K
$856K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
353+ 58.44% |
$8.28K - $8.38K
|
957
$22.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
231+ 0.74% |
$5.42K - $5.48K
|
31.4K
$742K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
192+ 0.71% |
$4.51K - $4.56K
|
27.2K
$644K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
170+ 0.71% |
$3.99K - $4.04K
|
24K
$567K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
153+ 0.4% |
$3.59K - $3.63K
|
38.7K
$916K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
100+ 0.72% |
$2.35K - $2.37K
|
13.9K
$330K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
89+ 0.66% |
$2.09K - $2.11K
|
13.5K
$319K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
80+ 0.88% |
$1.88K - $1.9K
|
9.2K
$218K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 0.75% |
$376 - $380
|
2.15K
$50.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3+ 0.01% |
$70.4 - $71.2
|
27.4K
$649K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
34KNew |
$795K - $803K
|
34K
$805K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.73KNew |
$204K - $206K
|
8.73K
$206K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
7.67K+ 273.75% |
$179K - $181K
|
10.5K
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.45K+ 7.91% |
$104K - $105K
|
60.6K
$1.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
4.27K+ 32.32% |
$99.6K - $101K
|
17.5K
$413K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.98K+ 28.89% |
$69.6K - $70.3K
|
13.3K
$314K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.63KNew |
$61.5K - $62K
|
2.63K
$62.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.5K+ 15.35% |
$35K - $35.4K
|
11.3K
$267K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
850New |
$19.9K - $20K
|
850
$20.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
839New |
$19.6K - $19.8K
|
839
$19.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
750+ 6.88% |
$17.5K - $17.7K
|
11.7K
$276K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
280New |
$6.54K - $6.6K
|
280
$6.62K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 0.63% |
$257 - $259
|
1.77K
$41.9K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.6KNew |
$321K - $324K
|
13.6K
$322K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.98KNew |
$212K - $213K
|
8.98K
$212K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.75KNew |
$159K - $160K
|
6.75K
$160K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.9KNew |
$44.8K - $45.1K
|
1.9K
$44.9K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
26KNew |
$593K - $617K
|
26K
$614K
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
15.9K+ 7.24% |
$364K - $379K
|
236K
$5.58M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
14.8KNew |
$337K - $351K
|
14.8K
$349K
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
13.8KNew |
$315K - $327K
|
13.8K
$326K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
13.6KNew |
$311K - $323K
|
13.6K
$322K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.19K+ 20.6% |
$50.1K - $52.1K
|
12.8K
$304K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
403+ 1.19% |
$9.26K - $9.52K
|
34.1K
$807K
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
357+ 3.02% |
$8.2K - $8.43K
|
12.2K
$288K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.53% |
$68.9 - $70.9
|
564
$13.3K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14KNew |
$327K - $336K
|
14K
$332K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.96K+ 42.43% |
$116K - $119K
|
16.7K
$394K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
494+ 0.99% |
$11.5K - $11.8K
|
50.5K
$1.2M
|
|