Latest Institutional Purchases of Invesco Bulletshares 2027 Muni (BSMR)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2027 Muni (BSMR) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
214KNew |
$5.03M - $5.09M
|
214K
$5.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
89.7K+ 49.02% |
$2.1M - $2.13M
|
273K
$6.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
46.5K+ 10.42% |
$1.09M - $1.1M
|
492K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
45K+ 400.88% |
$1.06M - $1.07M
|
56.2K
$1.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
44.9K+ 105.28% |
$1.05M - $1.07M
|
87.6K
$2.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
44.2K+ 56.39% |
$1.04M - $1.05M
|
123K
$2.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
40.3K+ 13.71% |
$945K - $958K
|
334K
$7.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.6K+ 142.65% |
$577K - $585K
|
41.8K
$990K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.7K+ 16.3% |
$509K - $516K
|
155K
$3.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
21.6K+ 6.84% |
$506K - $513K
|
337K
$7.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18.6K+ 12.58% |
$436K - $442K
|
166K
$3.94M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
17.7KNew |
$414K - $420K
|
17.7K
$418K
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
17.4K+ 13.53% |
$408K - $414K
|
146K
$3.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
16.5K+ 56.88% |
$388K - $393K
|
45.6K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.2K+ 6.31% |
$381K - $386K
|
274K
$6.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
15.5K+ 37.34% |
$363K - $368K
|
56.9K
$1.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.6KNew |
$319K - $323K
|
13.6K
$322K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.6KNew |
$297K - $301K
|
12.6K
$299K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.2K+ 41.51% |
$263K - $267K
|
38.3K
$905K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.1K+ 124.19% |
$261K - $264K
|
20.1K
$475K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.1K+ 1.88% |
$236K - $239K
|
547K
$12.9M
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
9.98K+ 90.4% |
$234K - $237K
|
21K
$498K
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
9.98K+ 54.15% |
$234K - $237K
|
28.4K
$672K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.66K+ 5.69% |
$227K - $230K
|
180K
$4.25M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.36K+ 24.8% |
$219K - $222K
|
47.1K
$1.11M
|
|
|
Oct 28, 2025
Q3 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
9.32KNew |
$219K - $221K
|
9.32K
$221K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
9.19K+ 82.24% |
$216K - $218K
|
20.4K
$482K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.05KNew |
$212K - $215K
|
9.05K
$214K
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
8.87K+ 41.46% |
$208K - $211K
|
30.2K
$716K
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
8.56KNew |
$201K - $204K
|
8.56K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.51KNew |
$200K - $202K
|
8.51K
$201K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.28K+ 6.04% |
$171K - $173K
|
128K
$3.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.27K+ 31.79% |
$170K - $173K
|
30.1K
$713K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.24K+ 12.42% |
$170K - $172K
|
65.5K
$1.55M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.79KNew |
$159K - $161K
|
6.79K
$161K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.98K+ 416.86% |
$140K - $142K
|
7.42K
$176K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.77KNew |
$135K - $137K
|
5.77K
$136K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.32K+ 15.82% |
$125K - $126K
|
39K
$922K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.2K+ 3.15% |
$122K - $124K
|
170K
$4.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
4.84K+ 40.16% |
$114K - $115K
|
16.9K
$400K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.72K+ 26.43% |
$111K - $112K
|
22.6K
$535K
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
4.4K+ 550.0% |
$103K - $105K
|
5.2K
$123K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
4.25K+ 87.18% |
$99.7K - $101K
|
9.13K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.07K+ 8.22% |
$95.4K - $96.6K
|
53.5K
$1.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
4K+ 43.96% |
$93.8K - $95.1K
|
13.1K
$310K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.6K+ 32.77% |
$84.5K - $85.6K
|
14.6K
$345K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.43K+ 5.44% |
$80.5K - $81.5K
|
66.5K
$1.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3.19K+ 14.13% |
$74.9K - $75.9K
|
25.8K
$610K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.1KNew |
$72.7K - $73.7K
|
3.1K
$73.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.77K+ 2.64% |
$65K - $65.8K
|
108K
$2.55M
|
|