Purchases and Sales Made in Q3 2025 in Invesco Bulletshares 2028 Muni (BSMS)
This table provides information about the institutional ownership of Invesco Bulletshares 2028 Muni (BSMS) during Q3 2025. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2028 MUNI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.5K+ 50.0% |
$57.8K - $59K
|
7.5K
$176K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
1.93K+ 8.07% |
$44.5K - $45.4K
|
25.8K
$605K
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.91K+ 3.75% |
$44.1K - $45K
|
52.8K
$1.24M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.68K+ 7.46% |
$38.9K - $39.7K
|
24.3K
$569K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.68K+ 0.7% |
$38.9K - $39.7K
|
242K
$5.67M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.38K+ 0.75% |
$31.9K - $32.6K
|
187K
$4.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.29K+ 8.0% |
$29.9K - $30.5K
|
17.4K
$409K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
755+ 5.11% |
$17.5K - $17.8K
|
15.5K
$365K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
210+ 0.25% |
$4.86K - $4.95K
|
84.1K
$1.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
184+ 1.07% |
$4.25K - $4.34K
|
17.4K
$407K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
150+ 1.37% |
$3.47K - $3.54K
|
11.1K
$260K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
133+ 0.72% |
$3.07K - $3.14K
|
18.6K
$436K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
109+ 0.72% |
$2.52K - $2.57K
|
15.3K
$359K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
70+ 0.72% |
$1.62K - $1.65K
|
9.75K
$229K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
54+ 0.61% |
$1.25K - $1.27K
|
8.84K
$207K
|
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
35+ 0.17% |
$809 - $826
|
20.1K
$470K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
18+ 0.07% |
$416 - $425
|
27.1K
$636K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12+ 0.08% |
$277 - $283
|
14.3K
$335K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-19- 0.64% |
$439 - $448
|
2.97K
$69.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-314- 0.12% |
$7.26K - $7.41K
|
256K
$6M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-805- 0.8% |
$18.6K - $19K
|
99.5K
$2.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.1K- 60.77% |
$25.4K - $25.9K
|
710
$16.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.58K- 71.59% |
$36.4K - $37.2K
|
625
$14.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-1.9K- 1.34% |
$43.9K - $44.8K
|
140K
$3.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.01K- 1.72% |
$46.5K - $47.5K
|
115K
$2.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.09K- 2.97% |
$48.4K - $49.4K
|
68.4K
$1.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.3K- 4.87% |
$53.3K - $54.4K
|
45K
$1.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.11K- 20.58% |
$72K - $73.4K
|
12K
$282K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.85K- 19.24% |
$88.9K - $90.8K
|
16.1K
$379K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-3.88K- 17.36% |
$89.6K - $91.4K
|
18.4K
$433K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-4.31K- 25.12% |
$99.6K - $102K
|
12.8K
$301K
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.42K- 26.37% |
$125K - $128K
|
15.1K
$355K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.09K- 26.63% |
$141K - $144K
|
16.8K
$394K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.61K- 43.45% |
$199K - $203K
|
11.2K
$263K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-14K- 5.56% |
$324K - $330K
|
238K
$5.58M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-16.9K- 54.98% |
$391K - $399K
|
13.8K
$325K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-139K- 67.35% |
$3.22M - $3.29M
|
67.6K
$1.59M
|
|