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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
370+ 3.34% |
$9.03K - $9.12K
|
11.4K
$280K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
115+ 0.53% |
$2.81K - $2.83K
|
21.7K
$532K
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
103+ 0.63% |
$2.51K - $2.54K
|
16.4K
$402K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
93+ 0.4% |
$2.27K - $2.29K
|
23.5K
$575K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
85+ 0.64% |
$2.07K - $2.1K
|
13.3K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
24+ 0.24% |
$586 - $592
|
9.98K
$244K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15+ 0.18% |
$366 - $370
|
8.39K
$206K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5+ 0.02% |
$122 - $123
|
32.7K
$802K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3- 0.14% |
$73.2 - $73.9
|
2.13K
$52.2K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-70- 0.05% |
$1.71K - $1.73K
|
155K
$3.8M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-247- 2.15% |
$6.03K - $6.09K
|
11.2K
$275K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-520- 2.16% |
$12.7K - $12.8K
|
23.6K
$578K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-700- 8.68% |
$17.1K - $17.3K
|
7.36K
$180K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-825- 1.73% |
$20.1K - $20.3K
|
46.9K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-859- 7.94% |
$21K - $21.2K
|
9.97K
$244K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-966- 7.07% |
$23.6K - $23.8K
|
12.7K
$311K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.14K- 10.77% |
$27.8K - $28.1K
|
9.43K
$231K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.23K- 2.45% |
$29.9K - $30.2K
|
48.7K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.3K- 1.18% |
$31.6K - $31.9K
|
108K
$2.65M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-1.3K- 3.73% |
$31.7K - $32K
|
33.5K
$821K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.5K- 13.74% |
$36.6K - $37K
|
9.42K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.82K- 4.03% |
$44.4K - $44.9K
|
43.3K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.88K- 5.62% |
$45.9K - $46.4K
|
31.6K
$774K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.94K- 1.9% |
$47.3K - $47.8K
|
100K
$2.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-2.02K- 12.74% |
$49.3K - $49.8K
|
13.8K
$339K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.11K- 16.03% |
$51.6K - $52.1K
|
11.1K
$271K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.45K- 18.93% |
$59.9K - $60.5K
|
10.5K
$257K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2.53K- 4.72% |
$61.8K - $62.4K
|
51K
$1.25M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.55K- 53.82% |
$62.3K - $62.9K
|
2.19K
$53.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-2.69K- 20.22% |
$65.7K - $66.3K
|
10.6K
$260K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.94K- 1.05% |
$71.9K - $72.6K
|
278K
$6.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-4.07K- 6.14% |
$99.4K - $100K
|
62.2K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.29K- 34.59% |
$129K - $130K
|
10K
$245K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6K- 38.25% |
$146K - $148K
|
9.69K
$237K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-6K- 37.5% |
$146K - $148K
|
10K
$245K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-7.28K- 14.95% |
$178K - $179K
|
41.4K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-7.29K- 11.38% |
$178K - $180K
|
56.7K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.31K- 5.1% |
$178K - $180K
|
136K
$3.34M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.85K- 45.51% |
$192K - $194K
|
9.4K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-8.76K- 18.24% |
$214K - $216K
|
39.3K
$962K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10K- 9.4% |
$245K - $247K
|
96.6K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.9K- 4.22% |
$266K - $268K
|
247K
$6.06M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.1K- 25.7% |
$270K - $273K
|
32K
$783K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-11.4K- 61.62% |
$279K - $282K
|
7.11K
$174K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.3K- 38.16% |
$301K - $304K
|
20K
$490K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-13.6K- 18.19% |
$332K - $335K
|
61.2K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22.6K- 8.13% |
$553K - $558K
|
256K
$6.27M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-29.8K- 29.97% |
$727K - $734K
|
69.6K
$1.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-32.6K- 10.5% |
$795K - $803K
|
278K
$6.8M
|