Purchases and Sales Made in Q2 2023 in Invesco Bulletshares 2025 Muni (BSMP)
This table provides information about the institutional ownership of Invesco Bulletshares 2025 Muni (BSMP) during Q2 2023. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2025 MUNI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
94.6K+ 923.47% |
$2.28M - $2.33M
|
105K
$2.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.5K+ 26.18% |
$1.87M - $1.91M
|
373K
$9.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
37.3KNew |
$901K - $919K
|
37.3K
$913K
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
34.2K+ 156.07% |
$827K - $844K
|
56.2K
$1.37M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.5K+ 32.26% |
$665K - $679K
|
113K
$2.76M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
24.4K+ 261.78% |
$589K - $601K
|
33.7K
$825K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
21.2K+ 39.92% |
$513K - $523K
|
74.4K
$1.82M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.6K+ 6.91% |
$497K - $507K
|
318K
$7.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.8K+ 54.62% |
$430K - $439K
|
50.4K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
15.5K+ 9.7% |
$375K - $382K
|
175K
$4.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.4K+ 82.57% |
$373K - $380K
|
34.1K
$835K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.7KNew |
$307K - $313K
|
12.7K
$311K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.1K+ 27.27% |
$292K - $298K
|
56.5K
$1.38M
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
11.3KNew |
$274K - $279K
|
11.3K
$277K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.2K+ 5.28% |
$246K - $251K
|
203K
$4.96M
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
9.38KNew |
$227K - $231K
|
9.38K
$229K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.01K+ 52.29% |
$218K - $222K
|
26.3K
$642K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.16K+ 7.33% |
$197K - $201K
|
119K
$2.92M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
8.12K+ 10.21% |
$196K - $200K
|
87.7K
$2.15M
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
8K+ 44.95% |
$193K - $197K
|
25.8K
$631K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
7.23K+ 2.31% |
$175K - $178K
|
319K
$7.82M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
7.2KNew |
$174K - $177K
|
7.2K
$176K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.2K+ 7.33% |
$174K - $177K
|
105K
$2.58M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
6.62K+ 15.3% |
$160K - $163K
|
49.8K
$1.22M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.37K+ 23.35% |
$154K - $157K
|
33.6K
$823K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.97K+ 6.21% |
$144K - $147K
|
102K
$2.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.39K+ 40.02% |
$130K - $133K
|
18.9K
$462K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
4.94K+ 8.0% |
$119K - $122K
|
66.6K
$1.63M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.56K+ 5.47% |
$110K - $112K
|
87.9K
$2.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.3KNew |
$104K - $106K
|
4.3K
$105K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.47K+ 13.25% |
$83.8K - $85.5K
|
29.7K
$726K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
2.77K+ 3.18% |
$67K - $68.3K
|
89.9K
$2.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.62K+ 17.1% |
$63.3K - $64.6K
|
18K
$439K
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.5K+ 12.72% |
$60.3K - $61.5K
|
22.1K
$541K
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.18K+ 10.03% |
$52.5K - $53.6K
|
23.9K
$584K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.05KNew |
$49.6K - $50.6K
|
2.05K
$50.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.85K+ 21.46% |
$44.7K - $45.6K
|
10.5K
$256K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1.8K+ 12.9% |
$43.5K - $44.4K
|
15.8K
$386K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.6K+ 1.0% |
$38.7K - $39.5K
|
161K
$3.95M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.16K+ 4.87% |
$28.1K - $28.6K
|
25K
$612K
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.13K+ 19.27% |
$27.2K - $27.7K
|
6.96K
$170K
|
|
|
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.07K+ 12.23% |
$25.8K - $26.3K
|
9.79K
$239K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
850New |
$20.5K - $20.9K
|
850
$20.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
824+ 4.3% |
$19.9K - $20.3K
|
20K
$489K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
737+ 6.64% |
$17.8K - $18.2K
|
11.8K
$289K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
490+ 3.99% |
$11.8K - $12.1K
|
12.8K
$312K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
477+ 0.98% |
$11.5K - $11.8K
|
49K
$1.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
405+ 2.24% |
$9.78K - $9.98K
|
18.5K
$452K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
393+ 0.31% |
$9.49K - $9.68K
|
129K
$3.16M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
310+ 1.07% |
$7.49K - $7.64K
|
29.3K
$718K
|