Purchases and Sales Made in Q4 2024 in Invesco Bulletshares 2028 Muni (BSMS)
This table provides information about the institutional ownership of Invesco Bulletshares 2028 Muni (BSMS) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28.4KNew |
$662K - $671K
|
28.4K
$666K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
22.5KNew |
$524K - $532K
|
22.5K
$528K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
20.9K+ 76.95% |
$486K - $493K
|
48.1K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
16.1K+ 367.7% |
$375K - $380K
|
20.5K
$480K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15.8K+ 33.15% |
$367K - $372K
|
63.4K
$1.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
13KNew |
$301K - $306K
|
13K
$303K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
12.6K+ 19.63% |
$293K - $298K
|
76.8K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
11.6KNew |
$270K - $274K
|
11.6K
$272K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.3K+ 182.83% |
$240K - $243K
|
16K
$374K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
8.58KNew |
$200K - $202K
|
8.58K
$201K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.54KNew |
$199K - $201K
|
8.54K
$200K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
8.53KNew |
$198K - $201K
|
8.53K
$200K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
6.36K+ 32.63% |
$148K - $150K
|
25.9K
$605K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
5.66K+ 3.63% |
$132K - $133K
|
161K
$3.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.38K+ 12.09% |
$125K - $127K
|
49.9K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.58K+ 6.51% |
$107K - $108K
|
74.9K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.04KNew |
$93.9K - $95.3K
|
4.04K
$94.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.65KNew |
$84.9K - $86.1K
|
3.65K
$85.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
2.12KNew |
$49.3K - $50K
|
2.12K
$49.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.97K+ 18.29% |
$45.7K - $46.4K
|
12.7K
$298K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
850+ 7.73% |
$19.8K - $20.1K
|
11.8K
$277K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
575New |
$13.4K - $13.6K
|
575
$13.5K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
545+ 2.88% |
$12.7K - $12.9K
|
19.4K
$455K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
540+ 5.08% |
$12.6K - $12.7K
|
11.2K
$262K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
428+ 50.0% |
$9.96K - $10.1K
|
1.28K
$30.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
264+ 0.48% |
$6.14K - $6.23K
|
55.7K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
44+ 0.27% |
$1.02K - $1.04K
|
16.2K
$379K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.16K- 4.68% |
$26.9K - $27.3K
|
23.6K
$552K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.08K- 0.77% |
$48.3K - $49K
|
268K
$6.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.56K- 16.02% |
$106K - $108K
|
23.9K
$560K
|