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 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
1.93K+ 8.07% |
$44.5K - $45.4K
|
25.8K
$605K
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.91K+ 3.75% |
$44.1K - $45K
|
52.8K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.68K+ 0.7% |
$38.9K - $39.7K
|
242K
$5.67M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.68K+ 7.46% |
$38.9K - $39.7K
|
24.3K
$569K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.38K+ 0.75% |
$31.9K - $32.6K
|
187K
$4.38M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
755+ 5.11% |
$17.5K - $17.8K
|
15.5K
$365K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
210+ 0.25% |
$4.86K - $4.95K
|
84.1K
$1.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
184+ 1.07% |
$4.25K - $4.34K
|
17.4K
$407K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
150+ 1.37% |
$3.47K - $3.54K
|
11.1K
$260K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
133+ 0.72% |
$3.07K - $3.14K
|
18.6K
$436K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
109+ 0.72% |
$2.52K - $2.57K
|
15.3K
$359K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
70+ 0.72% |
$1.62K - $1.65K
|
9.75K
$229K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
54+ 0.61% |
$1.25K - $1.27K
|
8.84K
$207K
|
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
35+ 0.17% |
$809 - $826
|
20.1K
$470K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
18+ 0.07% |
$416 - $425
|
27.1K
$636K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12+ 0.08% |
$277 - $283
|
14.3K
$335K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
48.6KNew |
$1.1M - $1.14M
|
48.6K
$1.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
28KNew |
$634K - $653K
|
28K
$657K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
15.4KNew |
$348K - $359K
|
15.4K
$361K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.24KNew |
$209K - $216K
|
9.24K
$217K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
8.7K+ 67.1% |
$197K - $203K
|
21.7K
$508K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.5K+ 51.62% |
$125K - $128K
|
16.1K
$379K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.24KNew |
$96.1K - $99K
|
4.24K
$99.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.09K+ 3.83% |
$24.7K - $25.5K
|
29.5K
$693K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
61.2K+ 523.17% |
$1.41M - $1.44M
|
73K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11.4KNew |
$264K - $269K
|
11.4K
$268K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
5.85K+ 61.39% |
$135K - $138K
|
15.4K
$361K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5.42KNew |
$125K - $128K
|
5.42K
$127K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.32K+ 30.86% |
$123K - $125K
|
22.6K
$530K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.2K+ 59.85% |
$120K - $122K
|
13.9K
$326K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
849New |
$19.6K - $20K
|
849
$19.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
800New |
$18.5K - $18.8K
|
800
$18.8K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
64.2KNew |
$1.49M - $1.51M
|
64.2K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.54KNew |
$199K - $201K
|
8.54K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
8.51K+ 22.14% |
$198K - $201K
|
47K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
2.12KNew |
$49.3K - $50K
|
2.12K
$49.7K
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.38K+ 14.76% |
$32.1K - $32.6K
|
10.7K
$252K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
850+ 7.73% |
$19.8K - $20.1K
|
11.8K
$278K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
575New |
$13.4K - $13.6K
|
575
$13.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
161+ 1.55% |
$3.74K - $3.8K
|
10.5K
$247K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
44+ 0.27% |
$1.02K - $1.04K
|
16.2K
$380K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.7% |
$140 - $142
|
862
$20.2K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
50.8KNew |
$1.18M - $1.2M
|
50.8K
$1.19M
|
|
|
Mar 25, 2025
Q3 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
9.14KNew |
$212K - $215K
|
9.14K
$214K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
8.49KNew |
$197K - $200K
|
8.49K
$199K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
7.11KNew |
$165K - $168K
|
7.11K
$167K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.54K+ 18.48% |
$58.9K - $60K
|
16.3K
$383K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.29K+ 2.44% |
$29.9K - $30.5K
|
54.2K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
650New |
$15K - $15.3K
|
650
$15.2K
|
|