Purchases and Sales Made in Q3 2025 in Invesco Bulletshares 2029 Muni (BSMT)
This table provides information about the institutional ownership of Invesco Bulletshares 2029 Muni (BSMT) during Q3 2025. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2029 MUNI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.38K+ 0.73% |
$31.3K - $32K
|
190K
$4.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.37K+ 4.0% |
$31.2K - $31.9K
|
35.7K
$823K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1KNew |
$22.7K - $23.2K
|
1K
$23.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
242+ 1.89% |
$5.5K - $5.62K
|
13.1K
$302K
|
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
173+ 0.81% |
$3.93K - $4.02K
|
21.4K
$494K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
171+ 0.87% |
$3.88K - $3.97K
|
19.9K
$460K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
112+ 0.73% |
$2.54K - $2.6K
|
15.5K
$358K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
71+ 0.73% |
$1.61K - $1.65K
|
9.86K
$227K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
54+ 0.58% |
$1.23K - $1.25K
|
9.36K
$216K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
21+ 0.23% |
$477 - $488
|
9.04K
$209K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
18+ 0.06% |
$409 - $418
|
28.7K
$662K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15+ 0.71% |
$341 - $349
|
2.14K
$49.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11+ 0.12% |
$250 - $256
|
9.07K
$209K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-81- 1.71% |
$1.84K - $1.88K
|
4.65K
$107K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-151- 4.93% |
$3.43K - $3.51K
|
2.91K
$67.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-195- 0.84% |
$4.43K - $4.53K
|
23K
$531K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-553- 0.68% |
$12.6K - $12.9K
|
81K
$1.87M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.46K- 2.22% |
$33.1K - $33.9K
|
64.3K
$1.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.63K- 2.47% |
$36.9K - $37.8K
|
64.2K
$1.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.72K- 6.68% |
$39.1K - $40K
|
24.1K
$556K
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.34K- 4.89% |
$53.2K - $54.4K
|
45.5K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.89K- 11.36% |
$88.4K - $90.5K
|
30.4K
$701K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-3.98K- 17.53% |
$90.4K - $92.5K
|
18.7K
$432K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-4.28K- 3.06% |
$97.3K - $99.6K
|
136K
$3.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-4.4K- 25.21% |
$100K - $102K
|
13.1K
$301K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-5.05K- 33.13% |
$115K - $117K
|
10.2K
$235K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.05K- 25.97% |
$115K - $117K
|
14.4K
$332K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.66K- 6.39% |
$151K - $155K
|
97.5K
$2.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-8.76K- 3.05% |
$199K - $203K
|
278K
$6.42M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-17.2K- 58.27% |
$391K - $400K
|
12.3K
$285K
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-39.2K- 6.42% |
$890K - $911K
|
571K
$13.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-120K- 52.81% |
$2.73M - $2.79M
|
107K
$2.48M
|
|