Purchases and Sales Made in Q1 2023 in Invesco Bulletshares 2025 Muni (BSMP)
This table provides information about the institutional ownership of Invesco Bulletshares 2025 Muni (BSMP) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2025 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
|
- |
153K+ 106.76% |
$3.7M - $3.77M
|
296K
$7.25M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
78.3KNew |
$1.89M - $1.93M
|
78.3K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
67.3K+ 152.81% |
$1.63M - $1.66M
|
111K
$2.73M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
66.5K+ 106.9% |
$1.61M - $1.64M
|
129K
$3.16M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
61.7KNew |
$1.49M - $1.52M
|
61.7K
$1.51M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
61K+ 24.29% |
$1.48M - $1.51M
|
312K
$7.65M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
49.6K+ 44.92% |
$1.2M - $1.22M
|
160K
$3.92M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
42.7KNew |
$1.03M - $1.05M
|
42.7K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38.1K+ 24.63% |
$921K - $940K
|
193K
$4.72M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
36.9K+ 30.02% |
$893K - $912K
|
160K
$3.92M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.1K+ 9.76% |
$824K - $842K
|
383K
$9.39M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
32.9K+ 318.49% |
$796K - $813K
|
43.2K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
29.5K+ 51.12% |
$713K - $728K
|
87.2K
$2.14M
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
29KNew |
$702K - $717K
|
29K
$712K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.5K+ 355.03% |
$615K - $629K
|
32.6K
$800K
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
25.1KNew |
$607K - $620K
|
25.1K
$615K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.9K+ 127.82% |
$602K - $615K
|
44.4K
$1.09M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
23.8KNew |
$576K - $589K
|
23.8K
$584K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23.4K+ 8.53% |
$566K - $578K
|
298K
$7.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21K+ 32.59% |
$507K - $518K
|
85.4K
$2.09M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.3KNew |
$371K - $379K
|
15.3K
$376K
|
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
13.2KNew |
$319K - $326K
|
13.2K
$323K
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
12.3KNew |
$298K - $305K
|
12.3K
$303K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11.9K+ 16.57% |
$287K - $293K
|
83.4K
$2.04M
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
9.15K+ 85.49% |
$221K - $226K
|
19.9K
$487K
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
9.04KNew |
$219K - $223K
|
9.04K
$221K
|
|
|
May 15, 2023
Q1 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
8.72KNew |
$211K - $215K
|
8.72K
$214K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.37K+ 47.02% |
$202K - $207K
|
26.2K
$642K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.95K+ 85.57% |
$192K - $196K
|
17.2K
$423K
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
7.8K+ 56.12% |
$189K - $193K
|
21.7K
$532K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.34K+ 3.72% |
$153K - $157K
|
177K
$4.34M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.08K+ 48.2% |
$147K - $150K
|
18.7K
$458K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.64K+ 13.15% |
$136K - $139K
|
48.5K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.39K+ 39.19% |
$130K - $133K
|
19.2K
$469K
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
5.32K+ 1035.8% |
$129K - $132K
|
5.84K
$143K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.87K+ 4.25% |
$118K - $120K
|
119K
$2.93M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.6K+ 5.03% |
$111K - $114K
|
96.1K
$2.35M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.43K+ 19.37% |
$107K - $109K
|
27.3K
$668K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2.89K+ 3.77% |
$69.8K - $71.3K
|
79.6K
$1.95M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
2.63K+ 1.13% |
$63.6K - $65K
|
236K
$5.79M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.86K+ 3.62% |
$45K - $45.9K
|
53.1K
$1.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.82K+ 18.1% |
$43.9K - $44.8K
|
11.8K
$290K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.46KNew |
$35.4K - $36.1K
|
1.46K
$35.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1.41K+ 11.2% |
$34K - $34.7K
|
14K
$342K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.21K+ 2.87% |
$29.2K - $29.9K
|
43.3K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.13K+ 10.17% |
$27.4K - $28K
|
12.3K
$301K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
700New |
$16.9K - $17.3K
|
700
$17.2K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
654+ 5.1% |
$15.8K - $16.2K
|
13.5K
$330K
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
600+ 2.81% |
$14.5K - $14.8K
|
21.9K
$538K
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
500+ 2.62% |
$12.1K - $12.4K
|
19.6K
$481K
|