Latest Institutional Transactions on Invesco Bulletshares 2029 Muni (BSMT)
This table provides information on the latest institutional transactions involving Invesco Bulletshares 2029 Muni (BSMT) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
9.21KNew |
$209K - $214K
|
9.21K
$213K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.9KNew |
$294K - $301K
|
12.9K
$298K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15+ 0.71% |
$341 - $349
|
2.14K
$49.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.56K+ 91.42% |
$80.8K - $82.7K
|
7.45K
$172K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
2.14K+ 9.37% |
$48.6K - $49.7K
|
25K
$576K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
242+ 1.89% |
$5.5K - $5.62K
|
13.1K
$302K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.65K+ 21.16% |
$60.2K - $61.6K
|
15.2K
$350K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.6K+ 19.36% |
$492K - $503K
|
133K
$3.08M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
2.86K+ 2.45% |
$65K - $66.5K
|
119K
$2.76M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.16K+ 7.65% |
$208K - $213K
|
129K
$2.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.2K+ 153.8% |
$390K - $399K
|
28.3K
$654K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
9.14K+ 5.42% |
$208K - $212K
|
178K
$4.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.66K- 6.39% |
$151K - $155K
|
97.5K
$2.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
12.6K+ 71.33% |
$286K - $293K
|
30.2K
$698K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3.52K+ 33.03% |
$79.8K - $81.7K
|
14.2K
$327K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4.74K+ 90.75% |
$108K - $110K
|
9.97K
$230K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.1KNew |
$139K - $142K
|
6.1K
$141K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
112+ 0.73% |
$2.54K - $2.6K
|
15.5K
$358K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-8.76K- 3.05% |
$199K - $203K
|
278K
$6.42M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
21+ 0.23% |
$477 - $488
|
9.04K
$209K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
10.5KNew |
$239K - $244K
|
10.5K
$243K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.2K+ 9.65% |
$322K - $330K
|
161K
$3.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
40.6K+ 108.95% |
$922K - $943K
|
77.9K
$1.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
8.87K+ 40.18% |
$202K - $206K
|
31K
$715K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
17.7K+ 46.25% |
$401K - $410K
|
55.9K
$1.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
9.97KNew |
$226K - $232K
|
9.97K
$230K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-4.4K- 25.21% |
$100K - $102K
|
13.1K
$301K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.05K- 25.97% |
$115K - $117K
|
14.4K
$332K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-5.05K- 33.13% |
$115K - $117K
|
10.2K
$235K
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-120K- 52.81% |
$2.73M - $2.79M
|
107K
$2.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.11K+ 412.28% |
$139K - $142K
|
7.59K
$175K
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
30KNew |
$681K - $697K
|
30K
$692K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
23KNew |
$521K - $533K
|
23K
$530K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.73K+ 79.07% |
$194K - $200K
|
19.8K
$456K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.2K+ 47.45% |
$959K - $990K
|
134K
$3.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-64.9K- 49.6% |
$1.44M - $1.49M
|
66K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-196K- 95.38% |
$4.36M - $4.5M
|
9.51K
$219K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.59K- 92.85% |
$124K - $128K
|
431
$9.95K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.42K+ 20.31% |
$98.1K - $101K
|
26.2K
$604K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
28.6KNew |
$634K - $654K
|
28.6K
$659K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-586- 4.91% |
$13K - $13.4K
|
11.3K
$262K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
9.53KNew |
$212K - $218K
|
9.53K
$220K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
60.6K+ 1930.52% |
$1.37M - $1.41M
|
63.7K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
9.63KNew |
$218K - $223K
|
9.63K
$222K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-959- 6.14% |
$21.7K - $22.2K
|
14.7K
$339K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5.51KNew |
$125K - $128K
|
5.51K
$127K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.24K+ 59.46% |
$119K - $122K
|
14.1K
$324K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
432+ 99.77% |
$9.79K - $10K
|
865
$20K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-800- 14.72% |
$18.1K - $18.6K
|
4.63K
$107K
|
|