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 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.6K+ 21.25% |
$61K - $61.8K
|
14.8K
$351K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.54K+ 3.36% |
$59.5K - $60.3K
|
77.9K
$1.84M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.51K+ 157.97% |
$58.8K - $59.6K
|
4.09K
$96.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.26K+ 14.31% |
$52.9K - $53.6K
|
18K
$426K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.22K+ 13.78% |
$52.1K - $52.8K
|
18.3K
$434K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
2.04K+ 10.2% |
$48K - $48.6K
|
22.1K
$523K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.01K+ 12.48% |
$47.2K - $47.9K
|
18.1K
$430K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
2K+ 1.2% |
$46.8K - $47.4K
|
169K
$3.99M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.72K+ 20.08% |
$40.3K - $40.8K
|
10.3K
$243K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.69K+ 1.58% |
$39.6K - $40.2K
|
109K
$2.57M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.29K+ 2.68% |
$30.4K - $30.8K
|
49.6K
$1.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.21K+ 0.66% |
$28.3K - $28.7K
|
184K
$4.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.05K+ 0.52% |
$24.6K - $24.9K
|
202K
$4.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
930+ 7.89% |
$21.8K - $22.1K
|
12.7K
$301K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
824+ 2.4% |
$19.3K - $19.6K
|
35.2K
$832K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
750+ 5.11% |
$17.6K - $17.8K
|
15.4K
$365K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
663+ 0.23% |
$15.6K - $15.8K
|
284K
$6.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
580+ 1.65% |
$13.6K - $13.8K
|
35.8K
$847K
|
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
423+ 2.66% |
$9.92K - $10.1K
|
16.3K
$387K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
298+ 0.7% |
$6.99K - $7.08K
|
43.1K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
130+ 0.71% |
$3.05K - $3.09K
|
18.3K
$434K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
130+ 1.0% |
$3.05K - $3.09K
|
13.1K
$311K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
121+ 0.29% |
$2.84K - $2.88K
|
41.9K
$991K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
106+ 0.71% |
$2.49K - $2.52K
|
15.1K
$358K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
51+ 0.6% |
$1.2K - $1.21K
|
8.62K
$204K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
32+ 1.44% |
$751 - $761
|
2.25K
$53.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
19+ 0.06% |
$446 - $452
|
30.8K
$730K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
17+ 0.06% |
$399 - $404
|
28.2K
$666K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
13+ 0.06% |
$305 - $309
|
22.8K
$540K
|
|
| Q2 2025 | |||||||
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
89KNew |
$2.05M - $2.1M
|
89K
$2.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
27.5KNew |
$634K - $650K
|
27.5K
$651K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
17KNew |
$391K - $401K
|
17K
$402K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
10.7KNew |
$246K - $252K
|
10.7K
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.82KNew |
$226K - $232K
|
9.82K
$233K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
8.55K+ 49.36% |
$197K - $202K
|
25.9K
$612K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.2KNew |
$96.7K - $99.3K
|
4.2K
$99.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.85K+ 29.32% |
$88.7K - $91K
|
17K
$402K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.7K+ 17.95% |
$85.2K - $87.5K
|
24.3K
$575K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.8K+ 11.85% |
$41.4K - $42.5K
|
17K
$402K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
852+ 3.67% |
$19.6K - $20.1K
|
24.1K
$569K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
217+ 0.44% |
$5K - $5.13K
|
49.9K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
77+ 0.73% |
$1.77K - $1.82K
|
10.7K
$252K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
82.6KNew |
$1.94M - $1.96M
|
82.6K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.64KNew |
$203K - $205K
|
8.64K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
8.6KNew |
$202K - $204K
|
8.6K
$204K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.37KNew |
$173K - $175K
|
7.37K
$174K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5.35KNew |
$126K - $127K
|
5.35K
$127K
|
|
|
Aug 12, 2025
Q1 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
2.11K+ 4.67% |
$49.6K - $50.2K
|
47.3K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
878+ 2.22% |
$20.6K - $20.9K
|
40.4K
$956K
|
|