Purchases and Sales Made in Q4 2024 in Invesco Bulletshares 2029 Muni (BSMT)
This table provides information about the institutional ownership of Invesco Bulletshares 2029 Muni (BSMT) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2029 MUNI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
426KNew |
$9.73M - $9.96M
|
426K
$9.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
52K+ 67.39% |
$1.19M - $1.22M
|
129K
$2.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
50.9KNew |
$1.16M - $1.19M
|
50.9K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
20.7KNew |
$472K - $483K
|
20.7K
$475K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
15.4K+ 41.98% |
$352K - $360K
|
52.1K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.5KNew |
$331K - $339K
|
14.5K
$333K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
12K+ 107.53% |
$273K - $280K
|
23.1K
$530K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.6KNew |
$243K - $248K
|
10.6K
$244K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
9.85K+ 9.23% |
$225K - $230K
|
117K
$2.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
8.7KNew |
$199K - $203K
|
8.7K
$200K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
8.7K+ 99.14% |
$199K - $203K
|
17.5K
$401K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.65KNew |
$197K - $202K
|
8.65K
$199K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
6.46K+ 33.03% |
$147K - $151K
|
26K
$598K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
5.43KNew |
$124K - $127K
|
5.43K
$125K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.12KNew |
$94K - $96.2K
|
4.12K
$94.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.71K+ 3.86% |
$62K - $63.4K
|
72.9K
$1.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.99K+ 18.92% |
$45.4K - $46.5K
|
12.5K
$287K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.51K+ 7.91% |
$34.4K - $35.2K
|
20.6K
$472K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.28K+ 12.21% |
$29.2K - $29.9K
|
11.7K
$270K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
862+ 6.5% |
$19.7K - $20.1K
|
14.1K
$324K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.92K- 5.21% |
$66.7K - $68.3K
|
53.2K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-4.03K- 4.24% |
$91.9K - $94.1K
|
91K
$2.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.58K- 29.6% |
$105K - $107K
|
10.9K
$250K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.21K- 5.32% |
$142K - $145K
|
110K
$2.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-8.34K- 34.8% |
$190K - $195K
|
15.6K
$359K
|