Purchases and Sales Made in Q2 2025 in Invesco Bulletshares 2027 Muni (BSMR)
This table provides information about the institutional ownership of Invesco Bulletshares 2027 Muni (BSMR) during Q2 2025. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2027 MUNI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.8K+ 11.85% |
$41.4K - $42.5K
|
17K
$402K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.53K+ 3.27% |
$35.3K - $36.2K
|
48.3K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.44KNew |
$33K - $33.9K
|
1.44K
$34K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
852+ 3.67% |
$19.6K - $20.1K
|
24.1K
$569K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
691+ 6.71% |
$15.9K - $16.3K
|
11K
$260K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
384+ 2.16% |
$8.84K - $9.08K
|
18.2K
$431K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
328+ 0.96% |
$7.55K - $7.75K
|
34.3K
$813K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
305+ 0.72% |
$7.02K - $7.21K
|
42.8K
$1.01M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
217+ 0.44% |
$5K - $5.13K
|
49.9K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
217+ 0.44% |
$5K - $5.13K
|
49.9K
$1.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
160+ 1.02% |
$3.68K - $3.78K
|
15.9K
$377K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
109+ 0.73% |
$2.51K - $2.58K
|
15K
$355K
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
77+ 0.73% |
$1.77K - $1.82K
|
10.7K
$252K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
54+ 0.63% |
$1.24K - $1.28K
|
8.57K
$203K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
50+ 0.06% |
$1.15K - $1.18K
|
78.4K
$1.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31+ 0.2% |
$714 - $733
|
15.4K
$365K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
19+ 0.06% |
$438 - $449
|
30.8K
$730K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 0.38% |
$138 - $142
|
1.59K
$37.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-155- 0.83% |
$3.57K - $3.66K
|
18.4K
$436K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-206- 1.26% |
$4.74K - $4.87K
|
16.1K
$382K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-285- 0.68% |
$6.56K - $6.74K
|
41.8K
$988K
|
|
|
Jan 06, 2026
Q2 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-306- 0.17% |
$7.05K - $7.23K
|
182K
$4.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-554- 4.77% |
$12.8K - $13.1K
|
11.1K
$262K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-563- 4.52% |
$13K - $13.3K
|
11.9K
$282K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-645- 11.68% |
$14.9K - $15.2K
|
4.88K
$115K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-654- 5.88% |
$15.1K - $15.5K
|
10.5K
$248K
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-830- 4.89% |
$19.1K - $19.6K
|
16.1K
$382K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-837- 2.89% |
$19.3K - $19.8K
|
28.1K
$666K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.04K- 25.97% |
$23.9K - $24.5K
|
2.96K
$70K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.12K- 8.67% |
$25.8K - $26.5K
|
11.8K
$279K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-1.32K- 6.18% |
$30.4K - $31.2K
|
20K
$475K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.58K- 14.27% |
$36.4K - $37.3K
|
9.48K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.87K- 28.55% |
$43.2K - $44.3K
|
4.69K
$111K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.66K- 1.43% |
$61.2K - $62.9K
|
183K
$4.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.7K- 9.09% |
$62.3K - $63.9K
|
27K
$640K
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-3.06K- 6.87% |
$70.4K - $72.3K
|
41.5K
$981K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.47K- 0.83% |
$103K - $106K
|
536K
$12.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-6.03K- 11.08% |
$139K - $143K
|
48.4K
$1.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7.55K- 36.88% |
$174K - $179K
|
12.9K
$306K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-8.83K- 3.22% |
$203K - $209K
|
265K
$6.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9.69K- 6.16% |
$223K - $229K
|
148K
$3.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-10.5K- 5.93% |
$242K - $248K
|
167K
$3.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-12.6K- 27.13% |
$291K - $299K
|
34K
$804K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-13K- 22.74% |
$299K - $306K
|
44K
$1.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.1K- 9.1% |
$302K - $310K
|
131K
$3.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-16K- 41.38% |
$367K - $377K
|
22.6K
$535K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-22.7K- 44.64% |
$523K - $537K
|
28.2K
$666K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-24K- 41.48% |
$553K - $568K
|
33.9K
$802K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.7K- 27.82% |
$731K - $750K
|
82.4K
$1.95M
|
|