Purchases and Sales Made in Q4 2025 in Invesco Bulletshares 2026 Muni (BSMQ)
This table provides information about the institutional ownership of Invesco Bulletshares 2026 Muni (BSMQ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
58.5K+ 55.61% |
$1.38M - $1.39M
|
164K
$3.87M
|
|
|
Jan 23, 2026
Q4 2025
|
Webster Bank, N. A.
|
BUY
|
- |
25.4K+ 175.91% |
$597K - $600K
|
39.8K
$940K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
16K+ 19.77% |
$378K - $380K
|
97.2K
$2.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.5K+ 91.95% |
$341K - $343K
|
30.2K
$715K
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
9.65K+ 72.99% |
$227K - $228K
|
22.9K
$541K
|
|
|
Jan 21, 2026
Q4 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
5.5K+ 55.05% |
$130K - $130K
|
15.5K
$366K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.91K+ 17.15% |
$116K - $116K
|
33.5K
$793K
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
4.33K+ 28.82% |
$102K - $102K
|
19.3K
$457K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.84K+ 14.09% |
$43.4K - $43.6K
|
14.9K
$353K
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.7K+ 7.86% |
$40.1K - $40.3K
|
23.4K
$552K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.36K+ 2.47% |
$32.1K - $32.3K
|
56.6K
$1.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.09K+ 8.25% |
$25.7K - $25.8K
|
14.3K
$338K
|
|
|
Jan 20, 2026
Q4 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
782+ 1.76% |
$18.4K - $18.5K
|
45.3K
$1.07M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
399New |
$9.4K - $9.44K
|
399
$9.44K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
70+ 0.18% |
$1.65K - $1.66K
|
38.1K
$901K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
40+ 0.43% |
$942 - $947
|
9.27K
$219K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
30+ 0.34% |
$707 - $710
|
8.75K
$207K
|
|
|
Jan 12, 2026
Q4 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-200- 0.9% |
$4.71K - $4.73K
|
22.1K
$522K
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.11K- 11.39% |
$49.6K - $49.9K
|
16.4K
$388K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.12K- 12.23% |
$50K - $50.3K
|
15.2K
$361K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-6.29K- 4.89% |
$148K - $149K
|
122K
$2.89M
|
|