Latest Institutional Sells of Invesco Bulletshares 2026 Muni (BSMQ)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2026 Muni (BSMQ) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.39K- 8.6% |
$32.5K - $32.8K
|
14.8K
$348K
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.26K- 0.54% |
$29.4K - $29.7K
|
234K
$5.51M
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-38.6K- 55.85% |
$910K - $917K
|
30.5K
$719K
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-29.5K- 30.01% |
$696K - $702K
|
68.9K
$1.62M
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-13K- 41.98% |
$306K - $309K
|
18K
$423K
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-12.7K- 36.64% |
$299K - $302K
|
22K
$517K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-11.1K- 53.16% |
$261K - $263K
|
9.76K
$230K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.07K- 21.45% |
$143K - $144K
|
22.2K
$523K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.75K- 4.93% |
$88.4K - $89.1K
|
72.3K
$1.7M
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.4K- 7.22% |
$80.1K - $80.7K
|
43.7K
$1.03M
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.9K- 5.62% |
$44.8K - $45.1K
|
31.9K
$751K
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-777- 8.98% |
$18.3K - $18.5K
|
7.88K
$186K
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-344- 0.38% |
$8.11K - $8.17K
|
89.7K
$2.11M
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-63- 0.7% |
$1.48K - $1.5K
|
8.99K
$212K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-41- 0.17% |
$966 - $974
|
24.4K
$574K
|
|
Q4 2023 | |||||||
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-4.78K- 12.88% |
$109K - $113K
|
32.3K
$761K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-400- 2.09% |
$9.13K - $9.5K
|
18.8K
$442K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-167- 61.4% |
$3.81K - $3.97K
|
105
$2.47K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.21K- 2.78% |
$73.8K - $75.8K
|
112K
$2.64M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.08K- 17.89% |
$70.8K - $72.7K
|
14.1K
$333K
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-942- 9.7% |
$21.6K - $22.3K
|
8.77K
$206K
|
|
Q2 2023 | |||||||
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-8.5K- 48.4% |
$198K - $203K
|
9.06K
$213K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-3.88K- 4.67% |
$90.4K - $92.9K
|
79.3K
$1.87M
|
|
Q4 2022 | |||||||
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-3.78K- 16.08% |
$86.3K - $89.6K
|
19.7K
$465K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-1.27K- 47.84% |
$29.1K - $30.2K
|
1.39K
$32.7K
|
|
Q3 2022 | |||||||
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.71K- 73.9% |
N/A
|
604
$14.2K
|
|
Q2 2022 | |||||||
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-6.51K- 8.09% |
N/A
|
73.9K
$1.74M
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.5KClosed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15KClosed |
N/A
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-8.92KClosed |
N/A
|
0
$0
|
|
Q4 2021 | |||||||
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-29Closed |
N/A
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.08KClosed |
N/A
|
0
$0
|
|
Q2 2021 | |||||||
Aug 09, 2021
Q2 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-8.43KClosed |
N/A
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-595Closed |
N/A
|
0
$0
|
|
Q1 2021 | |||||||
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-588Closed |
N/A
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16KClosed |
N/A
|
0
$0
|
|
Q1 2020 | |||||||
Apr 29, 2020
Q1 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-22KClosed |
N/A
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-16.7K- 41.72% |
N/A
|
23.3K
$549K
|