Purchases and Sales Made in Q2 2025 in Invesco Bulletshares 2026 Muni (BSMQ)
This table provides information about the institutional ownership of Invesco Bulletshares 2026 Muni (BSMQ) during Q2 2025. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2026 MUNI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.2K+ 8.73% |
$51K - $52K
|
27.4K
$648K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.08K+ 16.46% |
$48.1K - $49K
|
14.7K
$347K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
2.06K+ 1.39% |
$47.7K - $48.6K
|
150K
$3.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.43K+ 89.13% |
$33.1K - $33.7K
|
3.03K
$71.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
1.28K+ 13.02% |
$29.6K - $30.2K
|
11.1K
$262K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.26K+ 9.07% |
$29.3K - $29.9K
|
15.2K
$359K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.15K+ 1.85% |
$26.6K - $27.1K
|
63.1K
$1.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.07K+ 6.41% |
$24.8K - $25.3K
|
17.8K
$420K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.06KNew |
$24.6K - $25K
|
1.06K
$25K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1K+ 8.37% |
$23.2K - $23.6K
|
13K
$306K
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
1K+ 6.97% |
$23.2K - $23.6K
|
15.3K
$362K
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
850+ 4.38% |
$19.7K - $20.1K
|
20.2K
$478K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
848+ 2.49% |
$19.7K - $20K
|
34.9K
$824K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
375+ 2.18% |
$8.7K - $8.86K
|
17.6K
$416K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
321+ 0.56% |
$7.45K - $7.59K
|
57.9K
$1.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
159+ 1.22% |
$3.69K - $3.76K
|
13.2K
$312K
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
110+ 0.71% |
$2.55K - $2.6K
|
15.5K
$367K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
106+ 0.71% |
$2.46K - $2.5K
|
15K
$355K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
91+ 0.97% |
$2.11K - $2.15K
|
9.48K
$224K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
89+ 0.71% |
$2.06K - $2.1K
|
12.6K
$298K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
72+ 0.67% |
$1.67K - $1.7K
|
10.8K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
66+ 0.73% |
$1.53K - $1.56K
|
9.17K
$217K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
40+ 0.2% |
$928 - $945
|
20.4K
$482K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
19+ 0.06% |
$441 - $449
|
30.7K
$724K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2+ 0.02% |
$46.4 - $47.3
|
12.2K
$287K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-146- 0.64% |
$3.39K - $3.45K
|
22.8K
$539K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-155- 0.83% |
$3.6K - $3.66K
|
18.4K
$435K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-206- 0.66% |
$4.78K - $4.87K
|
31.2K
$737K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-306- 1.64% |
$7.1K - $7.23K
|
18.3K
$433K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-564- 4.52% |
$13.1K - $13.3K
|
11.9K
$282K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-578- 4.2% |
$13.4K - $13.7K
|
13.2K
$311K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-660- 4.21% |
$15.3K - $15.6K
|
15K
$354K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-677- 37.49% |
$15.7K - $16K
|
1.13K
$26.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-789- 2.04% |
$18.3K - $18.6K
|
38K
$897K
|
|
|
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 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.08K- 4.78% |
$25.1K - $25.5K
|
21.6K
$509K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.71K- 12.65% |
$39.6K - $40.3K
|
11.8K
$278K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.02K- 2.99% |
$46.8K - $47.7K
|
65.5K
$1.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.13K- 27.08% |
$49.5K - $50.4K
|
5.74K
$136K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.49K- 18.74% |
$57.8K - $58.8K
|
10.8K
$255K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.67K- 1.44% |
$62K - $63.1K
|
182K
$4.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.19K- 1.06% |
$74.1K - $75.5K
|
299K
$7.06M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.5K- 3.06% |
$81.2K - $82.8K
|
111K
$2.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.95K- 24.57% |
$91.6K - $93.3K
|
12.1K
$287K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.24K- 5.07% |
$98.3K - $100K
|
79.3K
$1.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.36K- 26.61% |
$101K - $103K
|
12K
$284K
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-4.42K- 9.92% |
$102K - $104K
|
40.1K
$948K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.57K- 2.51% |
$106K - $108K
|
178K
$4.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.8K- 16.85% |
$111K - $113K
|
23.7K
$560K
|