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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.31K+ 16.33% |
$125K - $126K
|
37.8K
$895K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
5K+ 45.87% |
$117K - $119K
|
15.9K
$376K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
4.64K+ 25.36% |
$109K - $110K
|
22.9K
$543K
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
4.4K+ 51.8% |
$103K - $104K
|
12.9K
$305K
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.2K+ 20.57% |
$98.6K - $99.5K
|
24.6K
$582K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.54K+ 6.16% |
$83.1K - $83.9K
|
61K
$1.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.2K+ 853.33% |
$75.1K - $75.8K
|
3.58K
$84.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3.17K+ 16.62% |
$74.5K - $75.2K
|
22.3K
$527K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.99K+ 2.3% |
$70.3K - $71K
|
133K
$3.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.98K+ 3.76% |
$70K - $70.7K
|
82.3K
$1.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.96K+ 0.46% |
$69.5K - $70.2K
|
644K
$15.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.65K+ 21.76% |
$62.2K - $62.8K
|
14.8K
$351K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.5K+ 221.43% |
$58.7K - $59.3K
|
3.63K
$85.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.04K+ 13.38% |
$47.8K - $48.2K
|
17.2K
$408K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
2.02K+ 13.43% |
$47.3K - $47.8K
|
17K
$402K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.01K+ 6.1% |
$47.1K - $47.5K
|
34.9K
$826K
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.3K+ 2.05% |
$30.4K - $30.7K
|
64.4K
$1.52M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
900+ 1.55% |
$21.1K - $21.3K
|
58.8K
$1.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
750+ 5.11% |
$17.6K - $17.8K
|
15.4K
$365K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
569+ 5.47% |
$13.4K - $13.5K
|
11K
$260K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
403+ 0.66% |
$9.46K - $9.55K
|
61.3K
$1.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
378+ 2.06% |
$8.88K - $8.96K
|
18.7K
$442K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
266+ 2.96% |
$6.25K - $6.3K
|
9.26K
$219K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
201+ 0.71% |
$4.72K - $4.76K
|
28.5K
$673K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
136+ 1.26% |
$3.19K - $3.22K
|
10.9K
$259K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
125+ 0.71% |
$2.94K - $2.96K
|
17.7K
$419K
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
121+ 0.71% |
$2.84K - $2.87K
|
17.2K
$407K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
107+ 0.71% |
$2.51K - $2.54K
|
15.1K
$358K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
90+ 0.71% |
$2.11K - $2.13K
|
12.7K
$300K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
73+ 0.68% |
$1.71K - $1.73K
|
10.9K
$257K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
19+ 1.39% |
$446 - $450
|
1.38K
$32.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
8+ 0.07% |
$188 - $190
|
12.2K
$288K
|
|
| Q2 2025 | |||||||
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
27.2KNew |
$632K - $644K
|
27.2K
$644K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
20.4K+ 188.77% |
$473K - $482K
|
31.2K
$737K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
18.5KNew |
$430K - $438K
|
18.5K
$438K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
10.6KNew |
$246K - $251K
|
10.6K
$251K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.94KNew |
$207K - $211K
|
8.94K
$211K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
8.54K+ 48.78% |
$198K - $202K
|
26K
$616K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.21KNew |
$97.8K - $99.6K
|
4.21K
$99.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
2.34K+ 14.46% |
$54.3K - $55.3K
|
18.5K
$438K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.2K+ 8.73% |
$51K - $52K
|
27.4K
$648K
|
|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
1.28K+ 13.02% |
$29.6K - $30.2K
|
11.1K
$262K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.07K+ 6.41% |
$24.8K - $25.3K
|
17.8K
$420K
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
1K+ 6.97% |
$23.2K - $23.6K
|
15.3K
$363K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1K+ 8.37% |
$23.2K - $23.6K
|
13K
$306K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Aug 12, 2025
Q1 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
11.2K+ 24.81% |
$263K - $266K
|
56.3K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.9KNew |
$256K - $258K
|
10.9K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.93KNew |
$210K - $212K
|
8.93K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
8.48KNew |
$200K - $201K
|
8.48K
$200K
|
|