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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
30.6K+ 109.92% |
$704K - $709K
|
58.4K
$1.35M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
23.6K+ 13.23% |
$542K - $546K
|
202K
$4.66M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
14K+ 10.0% |
$321K - $323K
|
153K
$3.54M
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
13KNew |
$299K - $301K
|
13K
$300K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.88K+ 86.81% |
$181K - $183K
|
16.9K
$391K
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7.23K+ 50.23% |
$166K - $167K
|
21.6K
$499K
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
6.88K+ 148.36% |
$158K - $159K
|
11.5K
$266K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.3K+ 43.43% |
$75.9K - $76.4K
|
10.9K
$251K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.1K+ 21.04% |
$48.3K - $48.6K
|
12.1K
$278K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.88K+ 10.06% |
$43.3K - $43.6K
|
20.6K
$475K
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.88K+ 8.76% |
$43.2K - $43.5K
|
23.3K
$538K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
406New |
$9.34K - $9.41K
|
406
$9.37K
|
|
|
Jan 12, 2026
Q4 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
316+ 1.37% |
$7.27K - $7.32K
|
23.3K
$539K
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
300+ 0.16% |
$6.9K - $6.95K
|
190K
$4.39M
|
|
|
Jan 21, 2026
Q4 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
294+ 2.25% |
$6.76K - $6.81K
|
13.4K
$309K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
17+ 0.06% |
$391 - $394
|
28.7K
$662K
|
|
| Q3 2025 | |||||||
|
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
|
Brown Advisory Inc
|
BUY
|
- |
23.6K+ 177.97% |
$537K - $550K
|
36.9K
$852K
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
23.4K+ 219.48% |
$532K - $544K
|
34.1K
$787K
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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
|
|