Purchases and Sales Made in Q1 2025 in Invesco Bulletshares 2025 Muni (BSMP)
This table provides information about the institutional ownership of Invesco Bulletshares 2025 Muni (BSMP) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
178KNew |
$4.35M - $4.39M
|
178K
$4.36M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
105K+ 71.37% |
$2.55M - $2.58M
|
251K
$6.15M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
40.4KNew |
$986K - $995K
|
40.4K
$989K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
38.3KNew |
$934K - $943K
|
38.3K
$937K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
34.4K+ 87.68% |
$841K - $849K
|
73.7K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
31.4KNew |
$765K - $773K
|
31.4K
$768K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
29.6K+ 12.24% |
$722K - $729K
|
271K
$6.64M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
27.5K+ 40.92% |
$671K - $677K
|
94.6K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.5K+ 23.07% |
$646K - $653K
|
141K
$3.46M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18K+ 4.71% |
$440K - $444K
|
400K
$9.81M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
17.6K+ 76.8% |
$431K - $435K
|
40.6K
$995K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
17.3K+ 26.03% |
$421K - $425K
|
83.5K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.5KNew |
$403K - $407K
|
16.5K
$404K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.5K+ 488.85% |
$354K - $358K
|
17.5K
$428K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14K+ 52.75% |
$342K - $346K
|
40.6K
$995K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
12.8K+ 18.1% |
$312K - $315K
|
83.4K
$2.04M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.7K+ 1.86% |
$310K - $313K
|
695K
$17M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.3KNew |
$299K - $302K
|
12.3K
$300K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10.4KNew |
$254K - $256K
|
10.4K
$255K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.14K+ 16.64% |
$223K - $225K
|
64.1K
$1.57M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.79K+ 4.6% |
$215K - $217K
|
200K
$4.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
8.32KNew |
$203K - $205K
|
8.32K
$204K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.09K+ 20.84% |
$173K - $175K
|
41.1K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
7.05K+ 26.42% |
$172K - $174K
|
33.7K
$826K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
5.41K+ 53.11% |
$132K - $133K
|
15.6K
$382K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.2K+ 10.97% |
$127K - $128K
|
52.6K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5.13KNew |
$125K - $127K
|
5.13K
$126K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.01K+ 182.96% |
$97.8K - $98.7K
|
6.19K
$152K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.97K+ 9.96% |
$97K - $97.9K
|
43.8K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.82K+ 6.17% |
$93.3K - $94.2K
|
65.8K
$1.61M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
3.27K+ 2.56% |
$79.7K - $80.5K
|
131K
$3.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
3.05K+ 9.96% |
$74.5K - $75.2K
|
33.7K
$825K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3KNew |
$73.2K - $74K
|
3K
$73.5K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.44K+ 27.19% |
$59.6K - $60.2K
|
11.4K
$280K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
2.44K+ 15.72% |
$59.4K - $60K
|
17.9K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.4K+ 9.27% |
$58.6K - $59.2K
|
28.3K
$694K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.6K+ 0.84% |
$38.9K - $39.3K
|
192K
$4.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.46K+ 4.12% |
$35.7K - $36.1K
|
37K
$906K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.4KNew |
$34.2K - $34.5K
|
1.4K
$34.3K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.24K+ 1.45% |
$30.2K - $30.5K
|
86.8K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.21K+ 7.53% |
$29.4K - $29.7K
|
17.2K
$422K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.16K+ 2.66% |
$28.3K - $28.6K
|
44.7K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.05K+ 6.28% |
$25.5K - $25.8K
|
17.7K
$434K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.04K+ 7.07% |
$25.3K - $25.6K
|
15.7K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
956+ 60.47% |
$23.3K - $23.6K
|
2.54K
$62.2K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
674New |
$16.5K - $16.6K
|
674
$16.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
491+ 1.69% |
$12K - $12.1K
|
29.6K
$726K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
410+ 2.16% |
$10K - $10.1K
|
19.4K
$476K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
407+ 0.82% |
$9.93K - $10K
|
49.8K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
400+ 3.94% |
$9.76K - $9.86K
|
10.5K
$258K
|