Purchases and Sales Made in Q2 2025 in Invesco Bulletshares 2025 Muni (BSMP)
This table provides information about the institutional ownership of Invesco Bulletshares 2025 Muni (BSMP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
83.4KNew |
$2.03M - $2.05M
|
83.4K
$2.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
70KNew |
$1.71M - $1.72M
|
70K
$1.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.3K+ 7.83% |
$764K - $770K
|
432K
$10.6M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.8K+ 14.03% |
$702K - $708K
|
234K
$5.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
28.1KNew |
$684K - $690K
|
28.1K
$690K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.8K+ 37.77% |
$679K - $684K
|
102K
$2.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.6K+ 8.18% |
$576K - $580K
|
312K
$7.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
22.5KNew |
$548K - $553K
|
22.5K
$553K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
22.1KNew |
$538K - $542K
|
22.1K
$542K
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
20.4KNew |
$497K - $501K
|
20.4K
$501K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
19.6K+ 20.68% |
$477K - $481K
|
114K
$2.81M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
19.5K+ 187.4% |
$475K - $478K
|
29.9K
$734K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
19.2K+ 7.07% |
$467K - $471K
|
290K
$7.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
17.9K+ 11.0% |
$436K - $439K
|
180K
$4.43M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
16.3K+ 16.31% |
$398K - $402K
|
117K
$2.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
14.1KNew |
$344K - $347K
|
14.1K
$347K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.8K+ 19.88% |
$337K - $340K
|
83.4K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.4K+ 9.13% |
$303K - $305K
|
149K
$3.65M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.9K+ 16.97% |
$265K - $267K
|
75K
$1.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
10.5K+ 12.53% |
$255K - $257K
|
93.9K
$2.31M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
10.1KNew |
$245K - $247K
|
10.1K
$247K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
10K+ 7.65% |
$244K - $246K
|
141K
$3.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.59K+ 8.85% |
$234K - $235K
|
118K
$2.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9KNew |
$219K - $221K
|
9K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.97K+ 46.3% |
$194K - $196K
|
25.2K
$619K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.92K+ 5.61% |
$193K - $194K
|
149K
$3.66M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.56K+ 14.0% |
$160K - $161K
|
53.4K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.44K+ 103.89% |
$157K - $158K
|
12.6K
$310K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.53K+ 14.09% |
$135K - $136K
|
44.8K
$1.1M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4.76K+ 11.73% |
$116K - $117K
|
45.4K
$1.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.06KNew |
$99K - $99.8K
|
4.06K
$99.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2.84K+ 12.1% |
$69.2K - $69.8K
|
26.3K
$647K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.35K+ 24.93% |
$57.3K - $57.7K
|
11.8K
$289K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.19K+ 23.34% |
$53.5K - $53.9K
|
11.6K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.46K+ 0.76% |
$35.5K - $35.7K
|
194K
$4.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.37K+ 136.9% |
$33.4K - $33.6K
|
2.37K
$58.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
873+ 6.87% |
$21.3K - $21.4K
|
13.6K
$333K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
815+ 4.07% |
$19.9K - $20K
|
20.8K
$511K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
578+ 0.67% |
$14.1K - $14.2K
|
87.3K
$2.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
368+ 0.84% |
$8.97K - $9.04K
|
44.2K
$1.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
117+ 0.67% |
$2.85K - $2.87K
|
17.6K
$432K
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
110+ 0.67% |
$2.68K - $2.7K
|
16.5K
$406K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
87+ 1.05% |
$2.12K - $2.14K
|
8.41K
$207K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
75+ 0.23% |
$1.83K - $1.84K
|
32K
$787K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
72+ 0.59% |
$1.75K - $1.77K
|
12.3K
$301K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
39+ 0.2% |
$950 - $958
|
19.5K
$478K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20+ 0.13% |
$487 - $491
|
15.7K
$387K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
11+ 0.04% |
$268 - $270
|
29.6K
$728K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-65- 0.65% |
$1.58K - $1.6K
|
9.91K
$244K
|