Latest Institutional Purchases of Invesco Bulletshares 2028 Muni (BSMS)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2028 Muni (BSMS) 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 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
295KNew |
$6.81M - $6.95M
|
295K
$6.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
216KNew |
$5M - $5.1M
|
216K
$5.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
155K+ 59.86% |
$3.6M - $3.67M
|
415K
$9.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
122K+ 201.81% |
$2.82M - $2.87M
|
182K
$4.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
99.7K+ 31150.0% |
$2.3M - $2.35M
|
100K
$2.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50K+ 13.24% |
$1.16M - $1.18M
|
427K
$10M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
39.9K+ 109.42% |
$922K - $941K
|
76.4K
$1.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35.1KNew |
$813K - $829K
|
35.1K
$824K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
21.8K+ 10.15% |
$505K - $515K
|
237K
$5.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.1K+ 21.79% |
$489K - $499K
|
118K
$2.77M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
20.4KNew |
$471K - $480K
|
20.4K
$478K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
18.9KNew |
$437K - $445K
|
18.9K
$443K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
17.8K+ 10.92% |
$411K - $420K
|
181K
$4.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
17.6K+ 13.7% |
$408K - $416K
|
146K
$3.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
17.6K+ 46.38% |
$407K - $416K
|
55.6K
$1.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.5K+ 6.23% |
$358K - $365K
|
264K
$6.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
14.4K+ 12.83% |
$333K - $340K
|
127K
$2.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.1K+ 59.06% |
$326K - $333K
|
38K
$892K
|
|
|
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
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13KNew |
$301K - $308K
|
13K
$306K
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
12.8K+ 65.45% |
$296K - $302K
|
32.3K
$759K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.8KNew |
$295K - $301K
|
12.8K
$299K
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
12.1K+ 46.14% |
$281K - $286K
|
38.4K
$902K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.7K+ 31.81% |
$248K - $253K
|
44.5K
$1.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
9.74KNew |
$225K - $230K
|
9.74K
$229K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.33K+ 29.39% |
$216K - $220K
|
41.1K
$963K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
8.91KNew |
$206K - $210K
|
8.91K
$209K
|
|
|
Oct 28, 2025
Q3 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
8.89KNew |
$205K - $210K
|
8.89K
$209K
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
8.89K+ 41.17% |
$205K - $210K
|
30.5K
$715K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8.88KNew |
$205K - $209K
|
8.88K
$208K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.72KNew |
$202K - $206K
|
8.72K
$205K
|
|
|
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 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.42K+ 4.63% |
$172K - $175K
|
168K
$3.94M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
6.89K+ 62.24% |
$159K - $163K
|
18K
$421K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.86KNew |
$159K - $162K
|
6.86K
$161K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.35K+ 5.08% |
$147K - $150K
|
131K
$3.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.05K+ 418.18% |
$140K - $143K
|
7.5K
$176K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6K+ 705.88% |
$139K - $142K
|
6.85K
$161K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.94K+ 48.73% |
$137K - $140K
|
18.1K
$426K
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
5.31K+ 61.48% |
$123K - $125K
|
14K
$327K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.06K+ 9.53% |
$117K - $119K
|
58.1K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.14K+ 7.4% |
$95.7K - $97.6K
|
60.1K
$1.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3.23K+ 17.0% |
$74.6K - $76.1K
|
22.2K
$521K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.1KNew |
$71.7K - $73.1K
|
3.1K
$72.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
2.81K+ 1.59% |
$65K - $66.3K
|
179K
$4.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.71K+ 16.93% |
$62.7K - $64K
|
18.7K
$439K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.65K+ 21.49% |
$61.3K - $62.5K
|
15K
$351K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.61K+ 23.41% |
$60.3K - $61.5K
|
13.7K
$322K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.5K+ 50.0% |
$57.8K - $59K
|
7.5K
$176K
|
|