Purchases and Sales Made in Q3 2025 in Invesco Bulletshares 2026 Muni (BSMQ)
This table provides information about the institutional ownership of Invesco Bulletshares 2026 Muni (BSMQ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
308KNew |
$7.23M - $7.3M
|
308K
$7.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
212KNew |
$4.98M - $5.02M
|
212K
$5.01M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
92.5K+ 748.73% |
$2.17M - $2.19M
|
105K
$2.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
49K+ 14.38% |
$1.15M - $1.16M
|
390K
$9.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
46.1K+ 449.23% |
$1.08M - $1.09M
|
56.3K
$1.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
45.8K+ 58.53% |
$1.07M - $1.08M
|
124K
$2.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.4K+ 23.18% |
$926K - $935K
|
210K
$4.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
36K+ 12.15% |
$845K - $853K
|
332K
$7.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
29K+ 16.31% |
$681K - $688K
|
207K
$4.89M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25.4K+ 61.04% |
$597K - $603K
|
67.1K
$1.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.8K+ 15.27% |
$535K - $540K
|
172K
$4.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
17.6K+ 15.84% |
$413K - $417K
|
129K
$3.04M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
16.7KNew |
$393K - $396K
|
16.7K
$396K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
16.4K+ 12.48% |
$385K - $389K
|
148K
$3.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
16K+ 279.0% |
$376K - $380K
|
21.8K
$515K
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
15.1K+ 37.67% |
$355K - $358K
|
55.2K
$1.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.8KNew |
$347K - $351K
|
14.8K
$350K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.3K+ 73.37% |
$312K - $315K
|
31.4K
$742K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.7K+ 420.32% |
$299K - $301K
|
15.7K
$372K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.7K+ 810.55% |
$251K - $253K
|
12K
$284K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.85K+ 1.97% |
$231K - $233K
|
511K
$12.1M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.42K+ 48.19% |
$221K - $223K
|
29K
$685K
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.38K+ 7.1% |
$220K - $222K
|
141K
$3.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.28KNew |
$218K - $220K
|
9.28K
$220K
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
9.09K+ 42.78% |
$213K - $215K
|
30.3K
$717K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
9.07K+ 32.59% |
$213K - $215K
|
36.9K
$873K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
9.01K+ 5.45% |
$212K - $214K
|
174K
$4.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.84KNew |
$207K - $209K
|
8.84K
$209K
|
|
|
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
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.49KNew |
$199K - $201K
|
8.49K
$201K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.16K+ 23.02% |
$192K - $193K
|
43.6K
$1.03M
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
8.1K+ 44.01% |
$190K - $192K
|
26.5K
$627K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.76K+ 33.16% |
$182K - $184K
|
31.2K
$737K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.48K+ 4.66% |
$176K - $177K
|
168K
$3.98M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
7.29K+ 9.87% |
$171K - $173K
|
81.1K
$1.92M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
6.37K+ 2.13% |
$149K - $151K
|
305K
$7.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.47K+ 17.53% |
$128K - $130K
|
36.6K
$867K
|
|
|
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 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.9K+ 20.66% |
$115K - $116K
|
28.6K
$677K
|
|
|
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
|
|