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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-164K- 89.86% |
$3.85M - $3.89M
|
18.5K
$437K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-17.2K- 49.74% |
$404K - $407K
|
17.4K
$410K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.7K- 24.07% |
$134K - $135K
|
18K
$425K
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-5.57K- 5.03% |
$131K - $132K
|
105K
$2.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-4.9K- 40.41% |
$115K - $116K
|
7.23K
$171K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-3.72K- 25.19% |
$87.3K - $88.2K
|
11K
$261K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
SELL
|
- |
-2.32K- 10.29% |
$54.4K - $54.9K
|
20.2K
$478K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.4K- 12.32% |
$32.9K - $33.2K
|
9.96K
$235K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-762- 8.04% |
$17.9K - $18.1K
|
8.72K
$206K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-532- 0.18% |
$12.5K - $12.6K
|
291K
$6.88M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-413- 1.13% |
$9.7K - $9.79K
|
36.2K
$856K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-307- 33.7% |
$7.21K - $7.28K
|
604
$14.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-189- 0.84% |
$4.44K - $4.48K
|
22.3K
$526K
|
|
| Q2 2025 | |||||||
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45.4K- 8.94% |
$1.05M - $1.07M
|
463K
$10.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-41.4K- 19.56% |
$960K - $978K
|
170K
$4.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-39.6K- 50.31% |
$919K - $936K
|
39.1K
$925K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-30.2K- 26.31% |
$700K - $713K
|
84.5K
$2M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-27.5K- 49.66% |
$638K - $650K
|
27.9K
$659K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-17.2K- 47.43% |
$400K - $407K
|
19.1K
$451K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-10.8K- 27.58% |
$250K - $254K
|
28.2K
$668K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9.48K- 39.82% |
$220K - $224K
|
14.3K
$339K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-6.97K- 12.59% |
$162K - $165K
|
48.4K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.57K- 2.51% |
$106K - $108K
|
178K
$4.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-4.42K- 9.92% |
$102K - $104K
|
40.1K
$948K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.36K- 26.61% |
$101K - $103K
|
12K
$284K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.24K- 5.07% |
$98.3K - $100K
|
79.3K
$1.87M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.19K- 1.06% |
$74.1K - $75.5K
|
299K
$7.06M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.49K- 18.74% |
$57.8K - $58.8K
|
10.8K
$255K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.13K- 27.08% |
$49.5K - $50.4K
|
5.74K
$136K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.02K- 2.99% |
$46.8K - $47.7K
|
65.5K
$1.55M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.71K- 12.65% |
$39.6K - $40.3K
|
11.8K
$278K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.04K- 26.2% |
$24.1K - $24.6K
|
2.93K
$69.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-677- 37.49% |
$15.7K - $16K
|
1.13K
$26.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-660- 4.21% |
$15.3K - $15.6K
|
15K
$354K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-578- 4.2% |
$13.4K - $13.7K
|
13.2K
$311K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-564- 4.52% |
$13.1K - $13.3K
|
11.9K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-306- 1.64% |
$7.1K - $7.23K
|
18.3K
$433K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-206- 0.66% |
$4.78K - $4.87K
|
31.2K
$737K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-155- 0.83% |
$3.6K - $3.66K
|
18.4K
$435K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-146- 0.64% |
$3.39K - $3.45K
|
22.8K
$539K
|
|
| Q1 2025 | |||||||
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-2.68K- 19.32% |
$63.1K - $63.6K
|
11.2K
$265K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.96K- 5.67% |
$46.1K - $46.4K
|
32.5K
$769K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1.2K- 7.4% |
$28.3K - $28.5K
|
15K
$355K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-875- 8.34% |
$20.6K - $20.8K
|
9.61K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-826- 21.19% |
$19.5K - $19.6K
|
3.07K
$72.6K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-36.3K- 24.83% |
$851K - $861K
|
110K
$2.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.15K- 70.54% |
$74K - $74.9K
|
1.32K
$31.1K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.82K- 19.75% |
$113K - $114K
|
19.6K
$462K
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.73K- 8.75% |
$40.4K - $40.7K
|
18K
$426K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.21K- 2.78% |
$73.8K - $75.8K
|
112K
$2.65M
|
|