Purchases and Sales Made in Q2 2024 in Invesco Bulletshares 2025 Muni (BSMP)
This table provides information about the institutional ownership of Invesco Bulletshares 2025 Muni (BSMP) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
51.3KNew |
$1.24M - $1.25M
|
51.3K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38.6K+ 7.26% |
$934K - $941K
|
570K
$14M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37.1KNew |
$899K - $906K
|
37.1K
$910K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
35.7KNew |
$864K - $870K
|
35.7K
$875K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.9K+ 59.04% |
$628K - $633K
|
69.9K
$1.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
25.6KNew |
$620K - $625K
|
25.6K
$628K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
24.3K+ 67.48% |
$589K - $594K
|
60.4K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
23.8K+ 11.46% |
$576K - $580K
|
231K
$5.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
22.7K+ 266.17% |
$550K - $554K
|
31.3K
$766K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
21.8K+ 19.46% |
$528K - $532K
|
134K
$3.28M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.6K+ 15.04% |
$498K - $502K
|
157K
$3.86M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
16KNew |
$387K - $390K
|
16K
$392K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.7K+ 12.69% |
$380K - $383K
|
140K
$3.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
15.7KNew |
$380K - $383K
|
15.7K
$384K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.7K+ 76.57% |
$379K - $382K
|
36.1K
$885K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.2K+ 24.82% |
$367K - $370K
|
76.2K
$1.87M
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
12.9KNew |
$313K - $316K
|
12.9K
$317K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
11.1K+ 184.86% |
$270K - $272K
|
17.2K
$421K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
10.2K+ 45.61% |
$247K - $249K
|
32.6K
$798K
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.37KNew |
$227K - $228K
|
9.37K
$230K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.91KNew |
$216K - $217K
|
8.91K
$218K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
8.88KNew |
$215K - $217K
|
8.88K
$218K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8.51K+ 738.54% |
$206K - $208K
|
9.66K
$237K
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.96K+ 17.71% |
$193K - $194K
|
52.9K
$1.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.32K+ 22.41% |
$177K - $178K
|
40K
$979K
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
5.79K+ 19.97% |
$140K - $141K
|
34.8K
$853K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5K+ 10.67% |
$121K - $122K
|
51.9K
$1.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5K+ 22.9% |
$121K - $122K
|
26.8K
$658K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.93K+ 4.18% |
$119K - $120K
|
123K
$3.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.4K+ 42.62% |
$106K - $107K
|
14.7K
$361K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4K+ 16.13% |
$96.8K - $97.6K
|
28.8K
$706K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.72K+ 13.76% |
$89.9K - $90.6K
|
30.7K
$753K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
3.55K+ 1.07% |
$86K - $86.7K
|
337K
$8.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.19K+ 7.52% |
$77.3K - $77.9K
|
45.7K
$1.12M
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.11K+ 8.79% |
$75.2K - $75.8K
|
38.5K
$943K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.87K+ 8.52% |
$69.4K - $70K
|
36.5K
$896K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.76K+ 31.15% |
$66.7K - $67.2K
|
11.6K
$284K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.64K+ 7.15% |
$63.9K - $64.4K
|
39.6K
$970K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.54KNew |
$61.5K - $62K
|
2.54K
$62.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.51K+ 8.36% |
$60.8K - $61.3K
|
32.6K
$798K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.48K+ 1.75% |
$60K - $60.5K
|
144K
$3.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.07K+ 3.27% |
$50K - $50.4K
|
65.1K
$1.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.83K+ 7.82% |
$44.2K - $44.6K
|
25.2K
$618K
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.81K+ 12.37% |
$43.7K - $44K
|
16.4K
$402K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.48K+ 0.54% |
$35.8K - $36.1K
|
278K
$6.81M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.46K+ 12.46% |
$35.3K - $35.5K
|
13.2K
$322K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.37K+ 9.13% |
$33.2K - $33.5K
|
16.4K
$402K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.29K+ 5.15% |
$31.3K - $31.5K
|
26.4K
$647K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.2K+ 9.6% |
$28.9K - $29.1K
|
13.6K
$334K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
850New |
$20.6K - $20.7K
|
850
$20.8K
|