Purchases and Sales Made in Q2 2023 in Invesco Bulletshares 2024 Muni (BSMO)
This table provides information about the institutional ownership of Invesco Bulletshares 2024 Muni (BSMO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
385K+ 525.12% |
$9.46M - $9.61M
|
459K
$11.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
69.7KNew |
$1.71M - $1.74M
|
69.7K
$1.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
26.8KNew |
$659K - $669K
|
26.8K
$668K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.4K+ 26.52% |
$623K - $633K
|
121K
$3.01M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
23.4K+ 251.5% |
$574K - $583K
|
32.7K
$813K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.4K+ 6.97% |
$550K - $559K
|
344K
$8.55M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
21K+ 103.97% |
$516K - $524K
|
41.2K
$1.03M
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
20KNew |
$491K - $499K
|
20K
$498K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
20K+ 52.63% |
$491K - $499K
|
58K
$1.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.1K+ 4.33% |
$445K - $451K
|
436K
$10.8M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.4KNew |
$378K - $383K
|
15.4K
$382K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.2K+ 82.46% |
$374K - $380K
|
33.7K
$839K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
13.5K+ 5.54% |
$331K - $336K
|
257K
$6.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
12.8K+ 12.52% |
$315K - $320K
|
115K
$2.87M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.9KNew |
$293K - $297K
|
11.9K
$296K
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
9.23KNew |
$227K - $230K
|
9.23K
$230K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
8.87KNew |
$218K - $221K
|
8.87K
$221K
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
8.64KNew |
$212K - $215K
|
8.64K
$215K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
8.1KNew |
$199K - $202K
|
8.1K
$202K
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
7.8K+ 44.22% |
$192K - $195K
|
25.4K
$633K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
7.71K+ 7.93% |
$189K - $192K
|
105K
$2.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.51K+ 42.29% |
$135K - $137K
|
18.5K
$461K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.85K+ 9.25% |
$119K - $121K
|
57.2K
$1.42M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.64K+ 3.87% |
$114K - $116K
|
124K
$3.09M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.48K+ 5.17% |
$110K - $112K
|
91.2K
$2.27M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.05K+ 36.8% |
$99.5K - $101K
|
15.1K
$375K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
4.03K+ 5.44% |
$98.9K - $100K
|
78.1K
$1.94M
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
3.71K+ 18.89% |
$91K - $92.4K
|
23.3K
$580K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.5KNew |
$86K - $87.3K
|
3.5K
$87.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.93K+ 1.41% |
$71.8K - $72.9K
|
211K
$5.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.87K+ 14.02% |
$70.6K - $71.7K
|
23.4K
$582K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.83KNew |
$69.6K - $70.7K
|
2.83K
$70.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.52K+ 9.79% |
$61.8K - $62.7K
|
28.2K
$702K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.01K+ 6.12% |
$49.3K - $50.1K
|
34.8K
$866K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.72K+ 4.95% |
$42.3K - $42.9K
|
36.5K
$908K
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.69K+ 7.41% |
$41.4K - $42K
|
24.4K
$608K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.68K+ 7.02% |
$41.3K - $41.9K
|
25.7K
$638K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.35K+ 13.39% |
$33.1K - $33.6K
|
11.4K
$284K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.33K+ 7.04% |
$32.8K - $33.3K
|
20.3K
$505K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.1K+ 4.5% |
$27K - $27.4K
|
25.5K
$635K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.02K+ 2.07% |
$25.1K - $25.4K
|
50.2K
$1.25M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
946+ 3.75% |
$23.2K - $23.6K
|
26.2K
$651K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
833+ 27.77% |
$20.5K - $20.8K
|
3.83K
$95.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
717+ 0.86% |
$17.6K - $17.9K
|
84K
$2.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
710+ 4.59% |
$17.4K - $17.7K
|
16.2K
$402K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
667+ 5.5% |
$16.4K - $16.6K
|
12.8K
$318K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
508+ 0.41% |
$12.5K - $12.7K
|
124K
$3.07M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
400+ 2.32% |
$9.82K - $9.98K
|
17.6K
$438K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
BUY
|
- |
400+ 1.3% |
$9.82K - $9.98K
|
31.1K
$774K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
345New |
$8.47K - $8.6K
|
345
$8.58K
|