Purchases and Sales Made in Q4 2025 in Invesco Bulletshares 2027 Muni (BSMR)
This table provides information about the institutional ownership of Invesco Bulletshares 2027 Muni (BSMR) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Asset Dedication, LLC
|
BUY
|
- |
30.1K+ 27.69% |
$709K - $714K
|
139K
$3.28M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
27.8K+ 16.48% |
$655K - $659K
|
196K
$4.65M
|
|
|
Jan 23, 2026
Q4 2025
|
Webster Bank, N. A.
|
BUY
|
- |
25.4K+ 277.81% |
$598K - $602K
|
34.5K
$816K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
24.8K+ 14.91% |
$585K - $589K
|
191K
$4.53M
|
|
|
Jan 21, 2026
Q4 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
15.8K+ 93.41% |
$372K - $375K
|
32.7K
$774K
|
|
|
Jan 28, 2026
Q4 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
15KNew |
$355K - $357K
|
15K
$356K
|
|
|
Jan 23, 2026
Q4 2025
|
Invariant Investment Management
Camp Hill, PA |
BUY
|
- |
14.6KNew |
$344K - $346K
|
14.6K
$345K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
12.6K+ 62.08% |
$298K - $300K
|
33K
$781K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11.7K+ 8.04% |
$277K - $279K
|
158K
$3.74M
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
9.65KNew |
$227K - $229K
|
9.65K
$228K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.37K+ 99.37% |
$174K - $175K
|
14.8K
$350K
|
|
|
Jan 29, 2026
Q4 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
6.44K+ 41.68% |
$152K - $153K
|
21.9K
$518K
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
6.42K+ 38.23% |
$151K - $152K
|
23.2K
$550K
|
|
|
Jan 20, 2026
Q4 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4.94K+ 29.09% |
$116K - $117K
|
21.9K
$519K
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4.23K+ 18.54% |
$99.7K - $100K
|
27.1K
$640K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.85K+ 24.18% |
$67.1K - $67.5K
|
14.6K
$346K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
2.11KNew |
$49.8K - $50.1K
|
2.11K
$50K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.94K+ 6.44% |
$45.7K - $46K
|
32.1K
$759K
|
|
|
Jan 29, 2026
Q4 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.33K+ 7.8% |
$31.2K - $31.4K
|
18.3K
$433K
|
|
|
Jan 27, 2026
Q4 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.3K+ 2.85% |
$30.7K - $30.9K
|
46.9K
$1.11M
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.27K+ 7.78% |
$30K - $30.2K
|
17.6K
$417K
|
|
|
Jan 26, 2026
Q4 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.18K+ 5.61% |
$27.8K - $28K
|
22.2K
$525K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
765+ 8.64% |
$18K - $18.2K
|
9.62K
$228K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
397New |
$9.36K - $9.42K
|
397
$9.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
201+ 0.11% |
$4.74K - $4.77K
|
184K
$4.36M
|
|
|
Jan 28, 2026
Q4 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
100+ 0.66% |
$2.36K - $2.37K
|
15.2K
$360K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
30+ 0.34% |
$707 - $712
|
8.76K
$207K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
16+ 0.06% |
$377 - $380
|
28.2K
$667K
|
|
|
Jan 28, 2026
Q4 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-71- 0.28% |
$1.67K - $1.68K
|
25.7K
$609K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-549- 0.43% |
$12.9K - $13K
|
126K
$2.99M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.12K- 12.69% |
$49.9K - $50.3K
|
14.6K
$345K
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.57K- 2.38% |
$108K - $108K
|
187K
$4.43M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-7.94K- 3.15% |
$187K - $188K
|
244K
$5.77M
|
|