Purchases and Sales Made in Q4 2025 in Invesco Bulletshares 2028 Muni (BSMS)
This table provides information about the institutional ownership of Invesco Bulletshares 2028 Muni (BSMS) during Q4 2025. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2028 MUNI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
23.2KNew |
$541K - $544K
|
23.2K
$543K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
20.9K+ 214.75% |
$488K - $492K
|
30.7K
$719K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
14.5K+ 80.73% |
$338K - $341K
|
32.5K
$762K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11.8K+ 8.04% |
$275K - $277K
|
158K
$3.71M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.85K+ 15.64% |
$43.2K - $43.6K
|
13.7K
$321K
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.49K+ 7.41% |
$34.7K - $34.9K
|
21.5K
$505K
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
621+ 0.33% |
$14.5K - $14.6K
|
187K
$4.39M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
401New |
$9.36K - $9.43K
|
401
$9.41K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
17+ 0.06% |
$397 - $400
|
27.1K
$637K
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12+ 0.08% |
$280 - $282
|
14.3K
$335K
|
|
|
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 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.64K- 11.87% |
$38.3K - $38.6K
|
12.2K
$286K
|
|
|
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 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-6.51K- 2.74% |
$152K - $153K
|
231K
$5.42M
|
|