Purchases and Sales Made in Q3 2025 in Invesco Bulletshares 2025 Muni (BSMP)
This table provides information about the institutional ownership of Invesco Bulletshares 2025 Muni (BSMP) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
43.2K+ 274.42% |
$1.06M - $1.06M
|
58.9K
$1.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
38.4KNew |
$938K - $943K
|
38.4K
$941K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
31K+ 10.67% |
$757K - $761K
|
321K
$7.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
21.7KNew |
$531K - $534K
|
21.7K
$533K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18KNew |
$439K - $441K
|
18K
$440K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
15KNew |
$366K - $368K
|
15K
$367K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12K+ 95.27% |
$294K - $296K
|
24.7K
$605K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
10.9K+ 6.04% |
$266K - $268K
|
191K
$4.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
10.6K+ 25.73% |
$259K - $261K
|
51.8K
$1.27M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
9.62K+ 8.25% |
$235K - $236K
|
126K
$3.1M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.26K+ 92.68% |
$227K - $228K
|
19.3K
$472K
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
8.9K+ 43.67% |
$218K - $219K
|
29.3K
$718K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.1K+ 1.29% |
$198K - $199K
|
636K
$15.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.76KNew |
$116K - $117K
|
4.76K
$117K
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
3.47K+ 20.13% |
$84.8K - $85.2K
|
20.7K
$508K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
2.71K+ 30.06% |
$66.1K - $66.5K
|
11.7K
$287K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.62K+ 7.45% |
$64.1K - $64.4K
|
37.8K
$927K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.5K+ 21.23% |
$61.1K - $61.4K
|
14.3K
$350K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.42K+ 8.16% |
$59.1K - $59.4K
|
32.1K
$786K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 86.49% |
$50.1K - $50.4K
|
4.42K
$108K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.53K+ 2.04% |
$37.4K - $37.6K
|
76.5K
$1.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.39K+ 10.26% |
$34.1K - $34.2K
|
15K
$367K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
864+ 0.58% |
$21.1K - $21.2K
|
150K
$3.68M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
772+ 114.54% |
$18.9K - $19K
|
1.45K
$35.5K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
151+ 0.62% |
$3.69K - $3.71K
|
24.5K
$602K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
136+ 0.4% |
$3.33K - $3.34K
|
34.1K
$836K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
108+ 0.61% |
$2.64K - $2.65K
|
17.7K
$434K
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
48+ 0.31% |
$1.17K - $1.18K
|
15.6K
$383K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
40+ 0.14% |
$978 - $983
|
28.1K
$690K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
21+ 0.83% |
$513 - $516
|
2.56K
$62.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8+ 0.08% |
$196 - $197
|
9.92K
$243K
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-71- 0.15% |
$1.74K - $1.75K
|
45.8K
$1.12M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-180- 1.85% |
$4.4K - $4.42K
|
9.54K
$234K
|
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-181- 0.83% |
$4.43K - $4.45K
|
21.5K
$528K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-319- 1.01% |
$7.8K - $7.84K
|
31.3K
$768K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-340- 36.6% |
$8.31K - $8.36K
|
589
$14.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-555- 1.73% |
$13.6K - $13.6K
|
31.5K
$772K
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-829- 0.88% |
$20.3K - $20.4K
|
93.1K
$2.28M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-866- 0.62% |
$21.2K - $21.3K
|
140K
$3.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-915- 8.36% |
$22.4K - $22.5K
|
10K
$246K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.02K- 2.89% |
$25K - $25.1K
|
34.3K
$842K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.3K- 7.57% |
$31.8K - $32K
|
15.9K
$390K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.49K- 3.38% |
$36.5K - $36.7K
|
42.7K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.58K- 6.26% |
$38.6K - $38.8K
|
23.6K
$579K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.87K- 2.24% |
$45.7K - $46K
|
81.5K
$2M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.1K- 3.93% |
$51.3K - $51.6K
|
51.3K
$1.26M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.22K- 19.16% |
$54.3K - $54.6K
|
9.37K
$230K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.27K- 1.2% |
$55.4K - $55.7K
|
187K
$4.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.36K- 5.27% |
$57.8K - $58.1K
|
42.4K
$1.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-3.14K- 19.01% |
$76.9K - $77.3K
|
13.4K
$329K
|
|