Latest Institutional Transactions on Invesco Bulletshares 2026 Muni (BSMQ)
This table provides information on the latest institutional transactions involving Invesco Bulletshares 2026 Muni (BSMQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.56K+ 807.26% |
$201K - $203K
|
9.62K
$227K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-600- 2.97% |
$14.1K - $14.2K
|
19.6K
$464K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
125+ 0.71% |
$2.94K - $2.96K
|
17.7K
$419K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.84KNew |
$207K - $209K
|
8.84K
$209K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.54K+ 6.16% |
$83.1K - $83.9K
|
61K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
403+ 0.66% |
$9.46K - $9.55K
|
61.3K
$1.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.01K+ 6.1% |
$47.1K - $47.5K
|
34.9K
$826K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
63+ 0.69% |
$1.48K - $1.49K
|
9.23K
$218K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-170- 0.49% |
$3.99K - $4.03K
|
34.7K
$821K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.8KNew |
$347K - $351K
|
14.8K
$350K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
19+ 1.39% |
$446 - $450
|
1.38K
$32.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.65K+ 21.76% |
$62.2K - $62.8K
|
14.8K
$351K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.8K- 45.95% |
$301K - $304K
|
15.1K
$356K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
266+ 2.96% |
$6.25K - $6.3K
|
9.26K
$219K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
2.02K+ 13.43% |
$47.3K - $47.8K
|
17K
$402K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
8+ 0.07% |
$188 - $190
|
12.2K
$288K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.16K+ 23.02% |
$192K - $193K
|
43.6K
$1.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-2.12K- 2.03% |
$49.7K - $50.1K
|
102K
$2.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-6.85K- 61.16% |
$161K - $162K
|
4.35K
$103K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
5K+ 45.87% |
$117K - $119K
|
15.9K
$376K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.99K+ 2.3% |
$70.3K - $71K
|
133K
$3.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.3K+ 73.37% |
$312K - $315K
|
31.4K
$742K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-53.9K- 79.84% |
$1.27M - $1.28M
|
13.6K
$322K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-32K- 18.83% |
$752K - $759K
|
138K
$3.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-192- 0.63% |
$4.51K - $4.55K
|
30.5K
$721K
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.31K- 2.71% |
$30.8K - $31K
|
47.1K
$1.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.31K+ 16.33% |
$125K - $126K
|
37.8K
$895K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
9.01K+ 5.45% |
$212K - $214K
|
174K
$4.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6.01K- 10.69% |
$141K - $142K
|
50.2K
$1.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
750+ 5.11% |
$17.6K - $17.8K
|
15.4K
$365K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
6.37K+ 2.13% |
$149K - $151K
|
305K
$7.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
15.1K+ 37.67% |
$355K - $358K
|
55.2K
$1.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
121+ 0.71% |
$2.84K - $2.87K
|
17.2K
$407K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
900+ 1.55% |
$21.1K - $21.3K
|
58.8K
$1.39M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.28KNew |
$218K - $220K
|
9.28K
$220K
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-2.77K- 17.81% |
$65K - $65.6K
|
12.8K
$302K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
378+ 2.06% |
$8.88K - $8.96K
|
18.7K
$442K
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.2K+ 20.57% |
$98.6K - $99.5K
|
24.6K
$582K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
107+ 0.71% |
$2.51K - $2.54K
|
15.1K
$358K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
2.64K+ 22.42% |
$62K - $62.5K
|
14.4K
$341K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-532- 0.18% |
$12.5K - $12.6K
|
291K
$6.89M
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
4.64K+ 25.36% |
$109K - $110K
|
22.9K
$543K
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
16K+ 279.0% |
$376K - $380K
|
21.8K
$515K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.2K+ 853.33% |
$75.1K - $75.8K
|
3.58K
$84.5K
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.38K+ 7.1% |
$220K - $222K
|
141K
$3.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
SELL
|
- |
-2.32K- 10.29% |
$54.4K - $54.9K
|
20.2K
$478K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25.4K+ 61.04% |
$597K - $603K
|
67.1K
$1.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-3.72K- 25.19% |
$87.3K - $88.2K
|
11K
$261K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
9.07K+ 32.59% |
$213K - $215K
|
36.9K
$873K
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
9.09K+ 42.78% |
$213K - $215K
|
30.3K
$717K
|
|