Purchases and Sales Made in Q4 2024 in Invesco Bulletshares 2025 Muni (BSMP)
This table provides information about the institutional ownership of Invesco Bulletshares 2025 Muni (BSMP) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2025 MUNI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.6KNew |
$455K - $458K
|
18.6K
$457K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.06KNew |
$197K - $198K
|
8.06K
$198K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
6.12K+ 20.81% |
$150K - $151K
|
35.5K
$871K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.58K+ 16.27% |
$136K - $137K
|
39.9K
$978K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
4.34K+ 4.44% |
$106K - $107K
|
102K
$2.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.09K+ 46.09% |
$100K - $101K
|
13K
$318K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
4K+ 19.02% |
$97.8K - $98.5K
|
25K
$614K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.39K+ 3.73% |
$58.3K - $58.7K
|
66.3K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
459+ 2.17% |
$11.2K - $11.3K
|
21.6K
$530K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
210+ 1.12% |
$5.13K - $5.17K
|
19K
$466K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
200+ 1.31% |
$4.89K - $4.92K
|
15.5K
$380K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-565- 1.04% |
$13.8K - $13.9K
|
53.6K
$1.31M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-614- 4.45% |
$15K - $15.1K
|
13.2K
$324K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.44K- 7.22% |
$35.3K - $35.5K
|
18.5K
$455K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.2K- 3.42% |
$53.7K - $54K
|
62K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.42K- 6.63% |
$59.1K - $59.5K
|
34K
$835K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-2.87K- 5.44% |
$70.2K - $70.7K
|
49.9K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.8K- 5.6% |
$92.9K - $93.6K
|
64K
$1.57M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.82K- 3.21% |
$167K - $168K
|
206K
$5.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-11K- 27.4% |
$269K - $271K
|
29.1K
$715K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-14.2K- 17.6% |
$346K - $349K
|
66.3K
$1.63M
|
|
|
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
$44K
|