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 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-36.3K- 24.83% |
$851K - $861K
|
110K
$2.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.2K- 30.07% |
$286K - $290K
|
28.4K
$669K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-5.92K- 30.57% |
$139K - $140K
|
13.4K
$317K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.23K- 7.54% |
$123K - $124K
|
64.1K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-4.58K- 54.01% |
$107K - $109K
|
3.9K
$91.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.47K- 8.03% |
$105K - $106K
|
51.2K
$1.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.01K- 20.9% |
$94K - $95.1K
|
15.2K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.67K- 2.88% |
$86.2K - $87.2K
|
124K
$2.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.15K- 70.54% |
$74K - $74.9K
|
1.32K
$31.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-2.13K- 8.9% |
$50K - $50.5K
|
21.8K
$514K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.43K- 1.63% |
$33.6K - $34K
|
86.5K
$2.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.28K- 7.78% |
$29.9K - $30.3K
|
15.1K
$356K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-127- 0.21% |
$2.98K - $3.01K
|
61K
$1.44M
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-17.5K- 50.0% |
$409K - $413K
|
17.5K
$413K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.82K- 19.75% |
$113K - $114K
|
19.6K
$462K
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-2.16K- 12.0% |
$50.3K - $50.8K
|
15.8K
$373K
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.73K- 8.75% |
$40.4K - $40.7K
|
18K
$425K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.39K- 8.6% |
$32.5K - $32.8K
|
14.8K
$348K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.38K- 1.09% |
$32.2K - $32.5K
|
125K
$2.95M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-750- 2.35% |
$17.5K - $17.7K
|
31.1K
$734K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-736- 7.54% |
$17.2K - $17.4K
|
9.03K
$213K
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-425- 3.43% |
$9.93K - $10K
|
12K
$282K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-777- 8.98% |
$18.3K - $18.5K
|
7.88K
$186K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-400- 2.09% |
$9.13K - $9.5K
|
18.8K
$443K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-167- 61.4% |
$3.81K - $3.97K
|
105
$2.48K
|
|
| 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 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-942- 9.7% |
$21.6K - $22.3K
|
8.77K
$207K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-8.5K- 48.4% |
$198K - $203K
|
9.06K
$214K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-3.88K- 4.67% |
$90.4K - $92.9K
|
79.3K
$1.87M
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-6.51K- 8.09% |
$151K - $158K
|
73.9K
$1.74M
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.5KClosed |
$34.9K - $36.5K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15KClosed |
$363K - $387K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-8.92KClosed |
$216K - $230K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.08KClosed |
$27.9K - $28.2K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 09, 2021
Q2 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-8.43KClosed |
$217K - $220K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-595Closed |
$15.3K - $15.6K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-588Closed |
$15K - $15.4K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-43.6K- 67.9% |
$1.11M - $1.13M
|
20.6K
$486K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16KClosed |
$383K - $404K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 29, 2020
Q1 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-22KClosed |
$496K - $572K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-16.7K- 41.72% |
$414K - $418K
|
23.3K
$550K
|
|