Purchases and Sales Made in Q4 2024 in Invesco Bulletshares 2026 Muni (BSMQ)
This table provides information about the institutional ownership of Invesco Bulletshares 2026 Muni (BSMQ) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
153KNew |
$3.6M - $3.64M
|
153K
$3.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
32.4K+ 31.85% |
$761K - $769K
|
134K
$3.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
23.4K+ 457.37% |
$549K - $554K
|
28.5K
$673K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
22.2KNew |
$522K - $527K
|
22.2K
$526K
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
19.8KNew |
$464K - $469K
|
19.8K
$467K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
19.1K+ 167.52% |
$449K - $454K
|
30.5K
$722K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.7KNew |
$440K - $445K
|
18.7K
$443K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18.4K+ 134.88% |
$431K - $436K
|
32K
$757K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
17.6K+ 39.5% |
$413K - $417K
|
62.1K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16.7KNew |
$392K - $396K
|
16.7K
$395K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
16.2KNew |
$381K - $385K
|
16.2K
$383K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
13.9KNew |
$326K - $329K
|
13.9K
$328K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12.9KNew |
$303K - $306K
|
12.9K
$305K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
12.4KNew |
$292K - $295K
|
12.4K
$294K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12K+ 3.97% |
$282K - $285K
|
315K
$7.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.2KNew |
$240K - $242K
|
10.2K
$241K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10.2KNew |
$239K - $242K
|
10.2K
$241K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.02KNew |
$212K - $214K
|
9.02K
$213K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
8.51KNew |
$200K - $202K
|
8.51K
$201K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8.51K+ 81.34% |
$200K - $202K
|
19K
$449K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.48KNew |
$199K - $201K
|
8.48K
$200K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
6.36K+ 20.59% |
$149K - $151K
|
37.2K
$880K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.5K+ 6.27% |
$129K - $130K
|
93.1K
$2.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.27K+ 11.88% |
$124K - $125K
|
49.6K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
5.2K+ 4.97% |
$122K - $123K
|
110K
$2.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.75K+ 5.64% |
$112K - $113K
|
89K
$2.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.27K+ 5.05% |
$100K - $101K
|
88.9K
$2.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.04K+ 10.52% |
$94.9K - $95.9K
|
42.5K
$1M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
4K+ 43.62% |
$93.9K - $94.9K
|
13.2K
$311K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.94K+ 3.97% |
$92.6K - $93.6K
|
103K
$2.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.69K+ 1316.07% |
$86.5K - $87.4K
|
3.97K
$93.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.74K+ 4.15% |
$64.3K - $65K
|
68.7K
$1.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.63K+ 43.79% |
$61.7K - $62.4K
|
8.63K
$204K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.32K+ 34.31% |
$54.4K - $55K
|
9.07K
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.95K+ 18.24% |
$45.7K - $46.2K
|
12.6K
$298K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.68K+ 9.23% |
$39.4K - $39.8K
|
19.9K
$470K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
824+ 0.9% |
$19.3K - $19.6K
|
92.5K
$2.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
654+ 1.24% |
$15.4K - $15.5K
|
53.4K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
615+ 3.25% |
$14.4K - $14.6K
|
19.5K
$462K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
595+ 4.06% |
$14K - $14.1K
|
15.2K
$360K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
550+ 5.21% |
$12.9K - $13.1K
|
11.1K
$263K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
534+ 2.45% |
$12.5K - $12.7K
|
22.3K
$528K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
493+ 4.32% |
$11.6K - $11.7K
|
11.9K
$282K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
248+ 1.57% |
$5.82K - $5.89K
|
16.1K
$380K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
95+ 0.74% |
$2.23K - $2.25K
|
12.9K
$306K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
35+ 0.26% |
$822 - $831
|
13.5K
$319K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15+ 0.7% |
$352 - $356
|
2.17K
$51.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
14+ 0.04% |
$329 - $332
|
34.5K
$816K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 0.73% |
$305 - $308
|
1.8K
$42.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.7% |
$141 - $142
|
865
$20.5K
|