Purchases and Sales Made in Q1 2023 in Invesco Bulletshares 2024 Muni (BSMO)
This table provides information about the institutional ownership of Invesco Bulletshares 2024 Muni (BSMO) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2024 MUNI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
361K+ 145.21% |
$8.9M - $9.01M
|
609K
$15.1M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
80.5KNew |
$1.98M - $2.01M
|
80.5K
$2M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
79K+ 23.32% |
$1.95M - $1.97M
|
418K
$10.4M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
74KNew |
$1.83M - $1.85M
|
74K
$1.84M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
63.7KNew |
$1.57M - $1.59M
|
63.7K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
47.8K+ 44.53% |
$1.18M - $1.19M
|
155K
$3.85M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41.2K+ 34.02% |
$1.02M - $1.03M
|
162K
$4.03M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
39K+ 357.31% |
$962K - $974K
|
49.9K
$1.24M
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
37.1K+ 133.7% |
$914K - $925K
|
64.8K
$1.61M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
35.5K+ 20.61% |
$876K - $887K
|
208K
$5.16M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
30.9K+ 43.11% |
$761K - $771K
|
102K
$2.54M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
29.4K+ 13.74% |
$725K - $734K
|
243K
$6.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
25.1KNew |
$619K - $627K
|
25.1K
$623K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
24.4KNew |
$602K - $610K
|
24.4K
$606K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.2K+ 19.04% |
$472K - $478K
|
120K
$2.97M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.1K+ 24.88% |
$470K - $476K
|
95.7K
$2.38M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
17.9K+ 1038.85% |
$441K - $447K
|
19.6K
$487K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.5K+ 147.48% |
$332K - $337K
|
22.6K
$562K
|
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
12.8KNew |
$317K - $321K
|
12.8K
$319K
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
12.5KNew |
$308K - $312K
|
12.5K
$310K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.1K+ 3.92% |
$299K - $303K
|
321K
$7.98M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
11.2KNew |
$275K - $278K
|
11.2K
$277K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.42K+ 12.19% |
$232K - $235K
|
86.7K
$2.15M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.12K+ 35.56% |
$225K - $228K
|
34.8K
$863K
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
8.38KNew |
$207K - $209K
|
8.38K
$208K
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
7.42K+ 48.35% |
$183K - $185K
|
22.8K
$565K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.08K+ 39.02% |
$175K - $177K
|
25.2K
$626K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.85K+ 6.2% |
$169K - $171K
|
117K
$2.91M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
5.97K+ 24.13% |
$147K - $149K
|
30.7K
$762K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.79K+ 45.55% |
$143K - $145K
|
18.5K
$459K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
5.67K+ 6.19% |
$140K - $141K
|
97.2K
$2.41M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.33K+ 52.67% |
$131K - $133K
|
15.5K
$384K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.8K+ 30.56% |
$118K - $120K
|
20.5K
$509K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.71K+ 9.88% |
$116K - $118K
|
52.4K
$1.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
4.34K+ 22.08% |
$107K - $108K
|
24K
$595K
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
4K+ 11.76% |
$98.6K - $99.9K
|
38K
$944K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.51K+ 7.69% |
$86.6K - $87.7K
|
49.2K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.42K+ 2.86% |
$84.4K - $85.4K
|
123K
$3.05M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
2.91K+ 24.23% |
$71.7K - $72.6K
|
14.9K
$370K
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
2.68K+ 1.17% |
$66K - $66.8K
|
231K
$5.74M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2K+ 10.48% |
$49.3K - $49.9K
|
21.1K
$523K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.81K+ 11.77% |
$44.7K - $45.2K
|
17.2K
$427K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
1.77K+ 10.81% |
$43.6K - $44.2K
|
18.1K
$451K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.59K+ 1.95% |
$39.2K - $39.7K
|
83.3K
$2.07M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.43KNew |
$35.2K - $35.6K
|
1.43K
$35.4K
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.09K+ 9.85% |
$26.8K - $27.1K
|
12.1K
$301K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
846+ 1.59% |
$20.9K - $21.1K
|
53.9K
$1.34M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
804+ 8.68% |
$19.8K - $20.1K
|
10.1K
$250K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
512+ 4.09% |
$12.6K - $12.8K
|
13K
$323K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
172+ 0.92% |
$4.24K - $4.29K
|
19K
$471K
|