Latest Institutional Transactions on Invesco Bulletshares 2028 Muni (BSMS)
This table provides information on the latest institutional transactions involving Invesco Bulletshares 2028 Muni (BSMS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
401New |
$9.36K - $9.43K
|
401
$9.41K
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12+ 0.08% |
$280 - $282
|
14.3K
$335K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
20.9K+ 214.75% |
$488K - $492K
|
30.7K
$719K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-6.51K- 2.74% |
$152K - $153K
|
231K
$5.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
17+ 0.06% |
$397 - $400
|
27.1K
$637K
|
|
|
Jan 12, 2026
Q4 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
23.2KNew |
$541K - $544K
|
23.2K
$543K
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
621+ 0.33% |
$14.5K - $14.6K
|
187K
$4.39M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.85K+ 15.64% |
$43.2K - $43.6K
|
13.7K
$321K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
14.5K+ 80.73% |
$338K - $341K
|
32.5K
$762K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9+ 0.08% |
$210 - $212
|
11.2K
$263K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-160- 20.0% |
$3.73K - $3.76K
|
640
$15K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11.8K+ 8.04% |
$275K - $277K
|
158K
$3.71M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.4K- 42.31% |
$149K - $150K
|
8.73K
$205K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.64K- 11.87% |
$38.3K - $38.6K
|
12.2K
$286K
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.49K+ 7.41% |
$34.7K - $34.9K
|
21.5K
$505K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
89.1K+ 531.11% |
$2.06M - $2.1M
|
106K
$2.49M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.91K+ 3.75% |
$44.1K - $45K
|
52.8K
$1.24M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-805- 0.8% |
$18.6K - $19K
|
99.5K
$2.34M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.33K+ 29.39% |
$216K - $220K
|
41.1K
$963K
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
12.8K+ 65.45% |
$296K - $302K
|
32.3K
$759K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
54+ 0.61% |
$1.25K - $1.27K
|
8.84K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35.1KNew |
$813K - $829K
|
35.1K
$824K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13KNew |
$301K - $308K
|
13K
$306K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
216KNew |
$5M - $5.1M
|
216K
$5.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.09K- 2.97% |
$48.4K - $49.4K
|
68.4K
$1.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
210+ 0.25% |
$4.86K - $4.95K
|
84.1K
$1.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.1K+ 21.79% |
$489K - $499K
|
118K
$2.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.7K+ 31.81% |
$248K - $253K
|
44.5K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.68K+ 0.7% |
$38.9K - $39.7K
|
242K
$5.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
155K+ 59.86% |
$3.6M - $3.67M
|
415K
$9.74M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.42K+ 4.63% |
$172K - $175K
|
168K
$3.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-1.9K- 1.34% |
$43.9K - $44.8K
|
140K
$3.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.3K+ 8.71% |
$308K - $314K
|
166K
$3.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.5K+ 50.0% |
$57.8K - $59K
|
7.5K
$176K
|
|
|
Nov 14, 2025
Q3 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
99.7K+ 31150.0% |
$2.3M - $2.35M
|
100K
$2.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.71K+ 16.93% |
$62.7K - $64K
|
18.7K
$439K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-3.88K- 17.36% |
$89.6K - $91.4K
|
18.4K
$433K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-314- 0.12% |
$7.26K - $7.41K
|
256K
$6M
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
122K+ 201.81% |
$2.82M - $2.87M
|
182K
$4.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.3K- 4.87% |
$53.3K - $54.4K
|
45K
$1.05M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.86KNew |
$159K - $162K
|
6.86K
$161K
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3.23K+ 17.0% |
$74.6K - $76.1K
|
22.2K
$521K
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
184+ 1.07% |
$4.25K - $4.34K
|
17.4K
$407K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-139K- 67.35% |
$3.22M - $3.29M
|
67.6K
$1.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.94K+ 48.73% |
$137K - $140K
|
18.1K
$426K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
21.8K+ 10.15% |
$505K - $515K
|
237K
$5.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
17.8K+ 10.92% |
$411K - $420K
|
181K
$4.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.6KNew |
$199K - $203K
|
8.6K
$202K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.13K+ 156.82% |
$188K - $192K
|
13.3K
$312K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.85K- 19.24% |
$88.9K - $90.8K
|
16.1K
$379K
|
|