Purchases and Sales Made in Q4 2024 in Invesco Bulletshares 2027 Muni (BSMR)
This table provides information about the institutional ownership of Invesco Bulletshares 2027 Muni (BSMR) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2027 MUNI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
157KNew |
$3.7M - $3.75M
|
157K
$3.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
64.4K+ 34.56% |
$1.52M - $1.54M
|
251K
$5.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
50.3KNew |
$1.18M - $1.2M
|
50.3K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
39.7K+ 44.8% |
$934K - $948K
|
128K
$3.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
39.1K+ 43.31% |
$922K - $935K
|
129K
$3.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
30.8KNew |
$726K - $737K
|
30.8K
$729K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
22.2KNew |
$522K - $530K
|
22.2K
$524K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
21.6K+ 202.37% |
$510K - $517K
|
32.3K
$764K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
17.8K+ 46.03% |
$418K - $424K
|
56.3K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.8KNew |
$418K - $424K
|
17.8K
$420K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
16.8KNew |
$396K - $402K
|
16.8K
$397K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
13.9KNew |
$328K - $333K
|
13.9K
$329K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.5KNew |
$318K - $322K
|
13.5K
$319K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11K+ 6.37% |
$260K - $263K
|
184K
$4.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
10.5KNew |
$248K - $252K
|
10.5K
$249K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.1KNew |
$239K - $242K
|
10.1K
$240K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
8.49KNew |
$200K - $203K
|
8.49K
$201K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.46KNew |
$199K - $202K
|
8.46K
$200K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
7.59K+ 38.13% |
$179K - $181K
|
27.5K
$650K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
6.36K+ 14.84% |
$150K - $152K
|
49.2K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.33K+ 99.44% |
$126K - $127K
|
10.7K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.24K+ 11.86% |
$123K - $125K
|
49.4K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
4.34K+ 5.31% |
$102K - $104K
|
86.1K
$2.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.28K+ 7.19% |
$101K - $102K
|
63.8K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.12K+ 7.31% |
$96.9K - $98.3K
|
60.4K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.99KNew |
$94K - $95.4K
|
3.99K
$94.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.16K+ 9.76% |
$74.5K - $75.6K
|
35.6K
$841K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.65K+ 3.79% |
$62.4K - $63.3K
|
72.5K
$1.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
2.36K+ 74.68% |
$55.6K - $56.4K
|
5.52K
$130K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.12K+ 38.3% |
$49.9K - $50.7K
|
7.66K
$181K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.04K+ 21.53% |
$48K - $48.7K
|
11.5K
$272K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.95K+ 18.23% |
$45.8K - $46.5K
|
12.6K
$298K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
844+ 7.73% |
$19.9K - $20.2K
|
11.8K
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
800New |
$18.8K - $19.1K
|
800
$18.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
540+ 5.12% |
$12.7K - $12.9K
|
11.1K
$262K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
530+ 0.19% |
$12.5K - $12.7K
|
274K
$6.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
436+ 2.0% |
$10.3K - $10.4K
|
22.3K
$527K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
423+ 30.37% |
$9.96K - $10.1K
|
1.82K
$42.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
362+ 0.71% |
$8.53K - $8.65K
|
51.6K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
247+ 1.56% |
$5.82K - $5.9K
|
16.1K
$380K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
221+ 11.12% |
$5.2K - $5.28K
|
2.21K
$52.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-93- 0.82% |
$2.19K - $2.22K
|
11.2K
$265K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-100- 0.49% |
$2.36K - $2.39K
|
20.5K
$485K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-130- 2.36% |
$3.06K - $3.11K
|
5.39K
$127K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.98K- 4.26% |
$46.7K - $47.3K
|
44.5K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.23K- 9.97% |
$52.4K - $53.2K
|
20.1K
$475K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.44K- 4.02% |
$57.3K - $58.2K
|
58.1K
$1.37M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.94K- 1.21% |
$69.2K - $70.3K
|
241K
$5.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.92K- 34.37% |
$116K - $118K
|
9.4K
$222K
|