Latest Institutional Sells of Invesco Bulletshares 2028 Muni (BSMS)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2028 Muni (BSMS) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-139K- 67.35% |
$3.22M - $3.29M
|
67.6K
$1.59M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-16.9K- 54.98% |
$391K - $399K
|
13.8K
$325K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-14K- 5.56% |
$324K - $330K
|
238K
$5.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.61K- 43.45% |
$199K - $203K
|
11.2K
$263K
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.42K- 26.37% |
$125K - $128K
|
15.1K
$355K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-4.31K- 25.12% |
$99.6K - $102K
|
12.8K
$301K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-3.88K- 17.36% |
$89.6K - $91.4K
|
18.4K
$433K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.85K- 19.24% |
$88.9K - $90.8K
|
16.1K
$379K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.11K- 20.58% |
$72K - $73.4K
|
12K
$282K
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.3K- 4.87% |
$53.3K - $54.4K
|
45K
$1.05M
|
|
|
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 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.01K- 1.72% |
$46.5K - $47.5K
|
115K
$2.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-1.9K- 1.34% |
$43.9K - $44.8K
|
140K
$3.27M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.58K- 71.59% |
$36.4K - $37.2K
|
625
$14.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.1K- 60.77% |
$25.4K - $25.9K
|
710
$16.7K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-805- 0.8% |
$18.6K - $19K
|
99.5K
$2.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-314- 0.12% |
$7.26K - $7.41K
|
256K
$6M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-19- 0.64% |
$439 - $448
|
2.97K
$69.7K
|
|
| Q2 2025 | |||||||
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-568- 4.5% |
$12.9K - $13.3K
|
12K
$283K
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-10.8K- 45.27% |
$250K - $255K
|
13.1K
$307K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-800- 9.38% |
$18.5K - $18.8K
|
7.73K
$181K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-428- 33.33% |
$9.89K - $10.1K
|
856
$20.1K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.73K- 8.75% |
$39.9K - $40.6K
|
18.1K
$424K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.21K- 12.98% |
$190K - $196K
|
55K
$1.29M
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-11.4KClosed |
$276K - $299K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9.7KClosed |
$251K - $255K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 09, 2021
Q2 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-8.35KClosed |
$216K - $221K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-37.3KClosed |
$832K - $969K
|
0
$0
|
|