Latest Institutional Purchases of Invesco Bulletshares 2029 Muni (BSMT)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2029 Muni (BSMT) 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 17, 2025
Q3 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
114K+ 123.77% |
$2.6M - $2.66M
|
207K
$4.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
56.8K+ 11.49% |
$1.29M - $1.32M
|
552K
$12.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
52.5K+ 27.93% |
$1.19M - $1.22M
|
240K
$5.55M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
40.6K+ 108.95% |
$922K - $943K
|
77.9K
$1.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
40.5KNew |
$920K - $942K
|
40.5K
$935K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
36.7K+ 62.31% |
$833K - $853K
|
95.6K
$2.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.5K+ 15.07% |
$738K - $755K
|
248K
$5.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
30KNew |
$681K - $697K
|
30K
$692K
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
24.1K+ 15.63% |
$547K - $560K
|
178K
$4.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
23.6K+ 177.97% |
$537K - $550K
|
36.9K
$852K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
23KNew |
$521K - $533K
|
23K
$530K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.6K+ 34.23% |
$512K - $524K
|
88.5K
$2.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
22.5K+ 10.4% |
$512K - $524K
|
239K
$5.52M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.6K+ 19.36% |
$492K - $503K
|
133K
$3.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
21K+ 17.74% |
$477K - $488K
|
139K
$3.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
20.7K+ 17.53% |
$471K - $482K
|
139K
$3.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
17.7K+ 46.25% |
$401K - $410K
|
55.9K
$1.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.2K+ 153.8% |
$390K - $399K
|
28.3K
$654K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.2K+ 9.65% |
$322K - $330K
|
161K
$3.72M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
13.5K+ 93.87% |
$306K - $313K
|
27.8K
$642K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.9KNew |
$294K - $301K
|
12.9K
$298K
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
12.6K+ 71.33% |
$286K - $293K
|
30.2K
$698K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.3K+ 75.65% |
$279K - $286K
|
28.5K
$659K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.1KNew |
$275K - $281K
|
12.1K
$279K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
10.5KNew |
$239K - $244K
|
10.5K
$243K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.4K+ 6.75% |
$237K - $242K
|
165K
$3.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
9.97KNew |
$226K - $232K
|
9.97K
$230K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
9.21KNew |
$209K - $214K
|
9.21K
$213K
|
|
|
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
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
9.14K+ 5.42% |
$208K - $212K
|
178K
$4.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
8.87K+ 40.18% |
$202K - $206K
|
31K
$715K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.85KNew |
$201K - $206K
|
8.85K
$204K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
8.78KNew |
$199K - $204K
|
8.78K
$203K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.77K+ 43.76% |
$199K - $204K
|
28.8K
$665K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8K+ 5.4% |
$182K - $186K
|
156K
$3.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.09K+ 10.22% |
$161K - $165K
|
76.4K
$1.76M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.93KNew |
$157K - $161K
|
6.93K
$160K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.11K+ 412.28% |
$139K - $142K
|
7.59K
$175K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.1KNew |
$139K - $142K
|
6.1K
$141K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.95K+ 34.28% |
$135K - $138K
|
23.3K
$538K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.83K+ 2.48% |
$132K - $135K
|
241K
$5.56M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4.74K+ 90.75% |
$108K - $110K
|
9.97K
$230K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.56K+ 91.42% |
$80.8K - $82.7K
|
7.45K
$172K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3.52K+ 33.03% |
$79.8K - $81.7K
|
14.2K
$327K
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3.22K+ 19.45% |
$73.1K - $74.9K
|
19.8K
$456K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
2.86K+ 2.45% |
$65K - $66.5K
|
119K
$2.76M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.65K+ 21.16% |
$60.2K - $61.6K
|
15.2K
$350K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
2.14K+ 9.37% |
$48.6K - $49.7K
|
25K
$576K
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.51K+ 3.14% |
$34.3K - $35.1K
|
49.6K
$1.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.39K+ 1.83% |
$31.5K - $32.3K
|
77.4K
$1.79M
|
|