Latest Institutional Purchases of Invesco Bulletshares 2026 Muni (BSMQ)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2026 Muni (BSMQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
22.2KNew |
$522K - $527K
|
22.2K
$525K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.7KNew |
$440K - $445K
|
18.7K
$443K
|
|
|
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
$394K
|
|
|
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 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.2KNew |
$240K - $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
|
|
|
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
|
|
|
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
$2.1M
|
|
|
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
$93.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.74K+ 4.15% |
$64.3K - $65K
|
68.7K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.95K+ 18.24% |
$45.7K - $46.2K
|
12.6K
$298K
|
|
|
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
|
|
|
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
$379K
|
|
|
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 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 0.73% |
$305 - $308
|
1.8K
$42.5K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
80KNew |
$1.88M - $1.9M
|
80K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
61.9K+ 38.31% |
$1.45M - $1.47M
|
224K
$5.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
58.2K+ 11.86% |
$1.37M - $1.38M
|
549K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
52.1K+ 56.75% |
$1.22M - $1.24M
|
144K
$3.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50K+ 16.53% |
$1.17M - $1.19M
|
353K
$8.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
44.5K+ 39.48% |
$1.04M - $1.06M
|
157K
$3.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
41.8K+ 354.39% |
$981K - $992K
|
53.6K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
39.3KNew |
$922K - $933K
|
39.3K
$929K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38.3K+ 14.49% |
$900K - $910K
|
303K
$7.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
25.5K+ 33.39% |
$598K - $605K
|
102K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
22KNew |
$515K - $521K
|
22K
$519K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20K+ 30.97% |
$470K - $475K
|
84.6K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
16.7KNew |
$391K - $395K
|
16.7K
$394K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
11.7KNew |
$273K - $277K
|
11.7K
$275K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
10.5KNew |
$247K - $250K
|
10.5K
$249K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.2K+ 24.08% |
$240K - $243K
|
52.8K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.36K+ 2.82% |
$220K - $222K
|
341K
$8.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
9.08K+ 3.76% |
$213K - $215K
|
251K
$5.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
8.5KNew |
$199K - $202K
|
8.5K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
7.05KNew |
$165K - $167K
|
7.05K
$167K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.74K+ 7.93% |
$158K - $160K
|
91.7K
$2.17M
|
|