Purchases and Sales Made in Q4 2025 in Invesco Bulletshares 2029 Muni (BSMT)
This table provides information about the institutional ownership of Invesco Bulletshares 2029 Muni (BSMT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.65K- 13.4% |
$38K - $38.3K
|
10.7K
$246K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-5.29K- 1.9% |
$122K - $123K
|
273K
$6.29M
|
|