Latest Institutional Sells of Invesco Bulletshares 2025 Muni (BSMP)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2025 Muni (BSMP) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-13.6K- 22.22% |
$331K - $334K
|
47.6K
$1.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-12.9K- 39.64% |
$315K - $318K
|
19.7K
$483K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-6.68K- 13.72% |
$163K - $164K
|
42K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.28K- 29.46% |
$153K - $154K
|
15K
$368K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.08K- 24.74% |
$99.5K - $100K
|
12.4K
$305K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.41K- 3.1% |
$83.1K - $83.7K
|
107K
$2.62M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.25K- 7.5% |
$79.2K - $79.8K
|
40.1K
$983K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.95K- 3.13% |
$47.5K - $47.9K
|
60.3K
$1.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.47K- 9.43% |
$35.8K - $36.1K
|
14.1K
$346K
|
|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-1.24K- 6.57% |
$30.1K - $30.4K
|
17.6K
$431K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-999- 26.29% |
$24.3K - $24.5K
|
2.8K
$68.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-824- 7.81% |
$20.1K - $20.2K
|
9.72K
$238K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-594- 3.82% |
$14.5K - $14.6K
|
14.9K
$367K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-551- 4.9% |
$13.4K - $13.5K
|
10.7K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-336- 99.7% |
$8.19K - $8.25K
|
1
$24.5
|
|
| Q1 2025 | |||||||
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-11.4K- 61.62% |
$279K - $282K
|
7.11K
$174K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6K- 38.25% |
$146K - $148K
|
9.69K
$238K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-6K- 37.5% |
$146K - $148K
|
10K
$245K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.45K- 18.93% |
$59.9K - $60.5K
|
10.5K
$258K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.11K- 16.03% |
$51.6K - $52.1K
|
11.1K
$272K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-2.02K- 12.74% |
$49.3K - $49.8K
|
13.8K
$339K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.5K- 13.74% |
$36.6K - $37K
|
9.42K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-859- 7.94% |
$21K - $21.2K
|
9.97K
$244K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-700- 8.68% |
$17.1K - $17.3K
|
7.36K
$181K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-520- 2.16% |
$12.7K - $12.8K
|
23.6K
$579K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3- 0.14% |
$73.2 - $73.9
|
2.13K
$52.2K
|
|
| Q4 2024 | |||||||
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-66.4K- 97.37% |
$1.62M - $1.63M
|
1.79K
$43.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-947- 23.43% |
$23.2K - $23.3K
|
3.09K
$75.9K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-38.1K- 26.52% |
$926K - $939K
|
106K
$2.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.96K- 26.88% |
$96.1K - $97.5K
|
10.8K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.15K- 76.35% |
$52.2K - $52.9K
|
665
$16.3K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-39.8K- 78.31% |
$963K - $970K
|
11K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-21.4K- 26.44% |
$518K - $522K
|
59.6K
$1.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-17.3K- 50.0% |
$419K - $423K
|
17.3K
$425K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.77K- 9.95% |
$42.4K - $43.2K
|
16K
$392K
|
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-930- 9.92% |
$22.3K - $22.7K
|
8.45K
$207K
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-1.33K- 13.24% |
$32.1K - $32.8K
|
8.71K
$214K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.5K- 22.42% |
$107K - $110K
|
15.6K
$382K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-6.49K- 8.12% |
$157K - $161K
|
73.4K
$1.8M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-850Closed |
$20.6K - $21.1K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-8.05KClosed |
$199K - $209K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6Closed |
$156 - $157
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 09, 2021
Q2 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-8.31KClosed |
$215K - $217K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.3KClosed |
$33.6K - $33.9K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-650Closed |
$16.8K - $17K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.77KClosed |
$45.6K - $46.3K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-23.3K- 58.3% |
$581K - $585K
|
16.7K
$409K
|
|