Latest Institutional Purchases of Invesco Bulletshares 2025 Muni (BSMP)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2025 Muni (BSMP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
178KNew |
$4.35M - $4.39M
|
178K
$4.36M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
40.4KNew |
$986K - $995K
|
40.4K
$988K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
17.3K+ 26.03% |
$421K - $425K
|
83.5K
$2.04M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.97K+ 9.96% |
$97K - $97.9K
|
43.8K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.82K+ 6.17% |
$93.3K - $94.2K
|
65.8K
$1.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
2.44K+ 15.72% |
$59.4K - $60K
|
17.9K
$439K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.46K+ 4.12% |
$35.7K - $36.1K
|
37K
$905K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
491+ 1.69% |
$12K - $12.1K
|
29.6K
$725K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
85+ 0.64% |
$2.07K - $2.1K
|
13.3K
$325K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
191KNew |
$4.67M - $4.7M
|
191K
$4.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
144KNew |
$3.51M - $3.53M
|
144K
$3.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
104K+ 50.13% |
$2.53M - $2.55M
|
310K
$7.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
73.6K+ 90.22% |
$1.8M - $1.81M
|
155K
$3.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
61.8K+ 33.84% |
$1.51M - $1.52M
|
245K
$5.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
52.5K+ 8.34% |
$1.28M - $1.29M
|
683K
$16.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
50.6K+ 252.94% |
$1.24M - $1.25M
|
70.7K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
43.1K+ 29.2% |
$1.05M - $1.06M
|
191K
$4.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.5K+ 19.15% |
$1.01M - $1.02M
|
258K
$6.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
40.4K+ 46.41% |
$988K - $995K
|
127K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
33.4K+ 15.29% |
$816K - $822K
|
252K
$6.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
28KNew |
$684K - $689K
|
28K
$685K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
25.9KNew |
$633K - $638K
|
25.9K
$634K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
24.1KNew |
$589K - $593K
|
24.1K
$590K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
23.4KNew |
$572K - $576K
|
23.4K
$572K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
21.3KNew |
$521K - $524K
|
21.3K
$521K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
19.5K+ 41.01% |
$477K - $481K
|
67.1K
$1.64M
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
18.8KNew |
$460K - $463K
|
18.8K
$461K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.6KNew |
$455K - $458K
|
18.6K
$455K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.7K+ 5.6% |
$433K - $436K
|
334K
$8.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.6K+ 4.54% |
$406K - $409K
|
382K
$9.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
16.3KNew |
$399K - $402K
|
16.3K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
16.3K+ 23.55% |
$399K - $401K
|
85.5K
$2.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
15.9KNew |
$388K - $390K
|
15.9K
$388K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.9K+ 49.9% |
$365K - $368K
|
44.9K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.7KNew |
$334K - $336K
|
13.7K
$335K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
12.9K+ 127.41% |
$315K - $317K
|
23K
$562K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
11.5KNew |
$281K - $283K
|
11.5K
$281K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.8KNew |
$265K - $266K
|
10.8K
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.82K+ 7.19% |
$240K - $242K
|
146K
$3.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.9KNew |
$218K - $219K
|
8.9K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
8.71KNew |
$213K - $214K
|
8.71K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.38KNew |
$205K - $206K
|
8.38K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.23K+ 44.8% |
$201K - $203K
|
26.6K
$651K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
8.08K+ 32.44% |
$198K - $199K
|
33K
$808K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.06KNew |
$197K - $198K
|
8.06K
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.39K+ 8.03% |
$181K - $182K
|
99.4K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.32K+ 19.37% |
$179K - $180K
|
45.1K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.65K+ 48.69% |
$138K - $139K
|
17.3K
$422K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.05K+ 11.75% |
$123K - $124K
|
48K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
4.34K+ 4.44% |
$106K - $107K
|
102K
$2.5M
|
|