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
$4.34M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
40.4KNew |
$986K - $995K
|
40.4K
$985K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
17.3K+ 26.03% |
$421K - $425K
|
83.5K
$2.04M
|
|
|
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
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
3.05K+ 9.96% |
$74.5K - $75.2K
|
33.7K
$822K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
2.44K+ 15.72% |
$59.4K - $60K
|
17.9K
$437K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.46K+ 4.12% |
$35.7K - $36.1K
|
37K
$902K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
491+ 1.69% |
$12K - $12.1K
|
29.6K
$722K
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
103+ 0.63% |
$2.51K - $2.54K
|
16.4K
$401K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
93+ 0.4% |
$2.27K - $2.29K
|
23.5K
$573K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
85+ 0.64% |
$2.07K - $2.1K
|
13.3K
$324K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-700- 8.68% |
$17.1K - $17.3K
|
7.36K
$180K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.23K- 2.45% |
$29.9K - $30.2K
|
48.7K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2.53K- 4.72% |
$61.8K - $62.4K
|
51K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-2.69K- 20.22% |
$65.7K - $66.3K
|
10.6K
$259K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-6K- 37.5% |
$146K - $148K
|
10K
$244K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10K- 9.4% |
$245K - $247K
|
96.6K
$2.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-11.4K- 61.62% |
$279K - $282K
|
7.11K
$173K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-95.6K- 46.48% |
$2.33M - $2.36M
|
110K
$2.68M
|