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 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-199- 0.61% |
$4.85K - $4.89K
|
32.5K
$799K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-336- 99.7% |
$8.19K - $8.25K
|
1
$24.6
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-489- 2.76% |
$11.9K - $12K
|
17.2K
$423K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-551- 4.9% |
$13.4K - $13.5K
|
10.7K
$263K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-594- 3.82% |
$14.5K - $14.6K
|
14.9K
$367K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-634- 1.27% |
$15.5K - $15.6K
|
49.1K
$1.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-694- 3.87% |
$16.9K - $17K
|
17.2K
$423K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-824- 7.81% |
$20.1K - $20.2K
|
9.72K
$239K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-999- 26.29% |
$24.3K - $24.5K
|
2.8K
$68.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-1.24K- 6.57% |
$30.1K - $30.4K
|
17.6K
$432K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.47K- 9.43% |
$35.8K - $36.1K
|
14.1K
$347K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-1.73K- 15.07% |
$42K - $42.4K
|
9.72K
$239K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.95K- 3.13% |
$47.5K - $47.9K
|
60.3K
$1.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.57K- 1.44% |
$62.6K - $63.1K
|
175K
$4.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.1K- 8.39% |
$75.6K - $76.2K
|
33.9K
$832K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.25K- 7.5% |
$79.2K - $79.8K
|
40.1K
$984K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.41K- 3.1% |
$83.1K - $83.7K
|
107K
$2.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-3.45K- 10.25% |
$84.2K - $84.8K
|
30.2K
$743K
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-3.49K- 7.81% |
$85.1K - $85.8K
|
41.2K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.08K- 24.74% |
$99.5K - $100K
|
12.4K
$305K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-4.32K- 11.28% |
$105K - $106K
|
33.9K
$834K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-5.44K- 13.4% |
$133K - $134K
|
35.2K
$864K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.28K- 29.46% |
$153K - $154K
|
15K
$369K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-6.42K- 7.69% |
$156K - $158K
|
77.1K
$1.89M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-6.68K- 13.72% |
$163K - $164K
|
42K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-6.69K- 12.73% |
$163K - $164K
|
45.9K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-9.34K- 27.68% |
$228K - $229K
|
24.4K
$599K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-9.49K- 23.08% |
$231K - $233K
|
31.6K
$777K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-10K- 3.6% |
$244K - $246K
|
268K
$6.58M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-10.6K- 5.29% |
$258K - $260K
|
189K
$4.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-12.9K- 39.64% |
$315K - $318K
|
19.7K
$484K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-13.1K- 25.65% |
$319K - $321K
|
37.9K
$932K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-13.6K- 22.22% |
$331K - $334K
|
47.6K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-14K- 55.76% |
$340K - $343K
|
11.1K
$272K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-17.9K- 53.54% |
$437K - $441K
|
15.6K
$383K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-23K- 34.92% |
$560K - $564K
|
42.8K
$1.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-27K- 65.14% |
$657K - $662K
|
14.4K
$354K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-27K- 14.49% |
$659K - $664K
|
160K
$3.92M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-29.5K- 51.92% |
$718K - $723K
|
27.3K
$670K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-37.9K- 39.26% |
$925K - $932K
|
58.7K
$1.44M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-40.7K- 16.44% |
$991K - $999K
|
207K
$5.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-42.4K- 16.55% |
$1.03M - $1.04M
|
214K
$5.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-45.6K- 18.19% |
$1.11M - $1.12M
|
205K
$5.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-68K- 9.78% |
$1.66M - $1.67M
|
627K
$15.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-88.1K- 56.78% |
$2.15M - $2.16M
|
67K
$1.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-88.2K- 31.78% |
$2.15M - $2.17M
|
189K
$4.65M
|