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 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-6.97K- 12.59% |
$162K - $165K
|
48.4K
$1.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9.48K- 39.82% |
$220K - $224K
|
14.3K
$339K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-10.8K- 27.58% |
$250K - $254K
|
28.2K
$668K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-10.9K- 22.93% |
$253K - $258K
|
36.6K
$865K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.1K- 5.53% |
$397K - $404K
|
292K
$6.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-17.2K- 47.43% |
$400K - $407K
|
19.1K
$451K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-23.9K- 40.92% |
$555K - $566K
|
34.6K
$817K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-27.5K- 49.66% |
$638K - $650K
|
27.9K
$659K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-30.2K- 26.31% |
$700K - $713K
|
84.5K
$2M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-39.6K- 50.31% |
$919K - $936K
|
39.1K
$925K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-41.4K- 19.56% |
$960K - $978K
|
170K
$4.02M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45.4K- 8.94% |
$1.05M - $1.07M
|
463K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-64.7K- 35.06% |
$1.5M - $1.53M
|
120K
$2.83M
|