Purchases and Sales Made in Q4 2024 in Invesco Bulletshares 2025 Muni (BSMP)
This table provides information about the institutional ownership of Invesco Bulletshares 2025 Muni (BSMP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
144KNew |
$3.51M - $3.53M
|
144K
$3.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
73.6K+ 90.22% |
$1.8M - $1.81M
|
155K
$3.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
61.8K+ 33.84% |
$1.51M - $1.52M
|
245K
$6.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
53K+ 98.59% |
$1.29M - $1.3M
|
107K
$2.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
50.6K+ 252.94% |
$1.24M - $1.25M
|
70.7K
$1.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
40.4K+ 46.41% |
$988K - $995K
|
127K
$3.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
28KNew |
$684K - $689K
|
28K
$687K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
24.1KNew |
$589K - $593K
|
24.1K
$593K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
19.5K+ 41.01% |
$477K - $481K
|
67.1K
$1.65M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.6KNew |
$455K - $458K
|
18.6K
$457K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.6K+ 4.54% |
$406K - $409K
|
382K
$9.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
16.3KNew |
$399K - $402K
|
16.3K
$401K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
15.9KNew |
$388K - $390K
|
15.9K
$390K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.9K+ 49.9% |
$365K - $368K
|
44.9K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
13.3KNew |
$325K - $328K
|
13.3K
$327K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
12.9K+ 127.41% |
$315K - $317K
|
23K
$565K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.8KNew |
$265K - $266K
|
10.8K
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.82K+ 7.19% |
$240K - $242K
|
146K
$3.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.06KNew |
$197K - $198K
|
8.06K
$198K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
6.12K+ 20.81% |
$150K - $151K
|
35.5K
$873K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.58K+ 16.27% |
$136K - $137K
|
39.9K
$980K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.05K+ 11.75% |
$123K - $124K
|
48K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
4.34K+ 4.44% |
$106K - $107K
|
102K
$2.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.09K+ 46.09% |
$100K - $101K
|
13K
$319K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
4K+ 19.02% |
$97.8K - $98.5K
|
25K
$615K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.55K+ 1420.0% |
$86.8K - $87.4K
|
3.8K
$93.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.26K+ 11.11% |
$79.8K - $80.3K
|
32.6K
$802K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.09K+ 5.95% |
$75.5K - $76K
|
55K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.93K+ 9.6% |
$71.7K - $72.2K
|
33.5K
$823K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.55K+ 116.04% |
$62.2K - $62.7K
|
4.74K
$117K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.39K+ 3.73% |
$58.3K - $58.7K
|
66.3K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.24K+ 33.18% |
$54.7K - $55.1K
|
8.98K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.88K+ 18.24% |
$46K - $46.3K
|
12.2K
$300K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.67K+ 19.49% |
$40.9K - $41.2K
|
10.3K
$252K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
905+ 8.9% |
$22.1K - $22.3K
|
11.1K
$272K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
459+ 2.17% |
$11.2K - $11.3K
|
21.6K
$530K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
350+ 3.43% |
$8.56K - $8.62K
|
10.6K
$260K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
210+ 1.12% |
$5.13K - $5.17K
|
19K
$467K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
200+ 1.31% |
$4.89K - $4.92K
|
15.5K
$381K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18+ 0.61% |
$440 - $443
|
2.97K
$73K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 0.1% |
$318 - $320
|
13.2K
$324K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-34- 3.29% |
$831 - $837
|
1K
$24.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-565- 1.04% |
$13.8K - $13.9K
|
53.6K
$1.32M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-614- 4.45% |
$15K - $15.1K
|
13.2K
$324K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-663- 0.6% |
$16.2K - $16.3K
|
110K
$2.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-947- 23.43% |
$23.2K - $23.3K
|
3.09K
$76.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.44K- 7.22% |
$35.3K - $35.5K
|
18.5K
$456K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.2K- 3.42% |
$53.7K - $54K
|
62K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.41K- 5.3% |
$58.9K - $59.3K
|
43K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.42K- 6.63% |
$59.1K - $59.5K
|
34K
$837K
|