Purchases and Sales Made in Q1 2025 in Invesco Bulletshares 2027 Muni (BSMR)
This table provides information about the institutional ownership of Invesco Bulletshares 2027 Muni (BSMR) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2027 MUNI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.15K+ 6.76% |
$73.9K - $74.8K
|
49.7K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.95K+ 16.83% |
$69.3K - $70.1K
|
20.5K
$478K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.75K+ 29.28% |
$64.6K - $65.4K
|
12.2K
$284K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
2.5K+ 15.55% |
$58.7K - $59.4K
|
18.6K
$433K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.08K+ 5.21% |
$48.9K - $49.5K
|
42K
$981K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.67K+ 5.18% |
$39.3K - $39.8K
|
34K
$793K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.49K+ 10.73% |
$35K - $35.4K
|
15.4K
$359K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.48K+ 5.4% |
$34.9K - $35.3K
|
29K
$676K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.44K+ 5.39% |
$33.9K - $34.3K
|
28.3K
$659K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.38K+ 3.03% |
$32.3K - $32.7K
|
46.8K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.09K+ 2.63% |
$25.6K - $25.9K
|
42.5K
$991K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
989+ 0.63% |
$23.2K - $23.5K
|
158K
$3.69M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
887+ 2.03% |
$20.8K - $21.1K
|
44.5K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
878+ 2.22% |
$20.6K - $20.9K
|
40.4K
$942K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
860+ 4.19% |
$20.2K - $20.4K
|
21.4K
$499K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
790New |
$18.6K - $18.8K
|
790
$18.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
520+ 2.59% |
$12.2K - $12.4K
|
20.6K
$481K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
150New |
$3.52K - $3.57K
|
150
$3.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
129+ 0.57% |
$3.03K - $3.07K
|
22.6K
$527K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
123+ 0.55% |
$2.89K - $2.92K
|
22.4K
$523K
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
49+ 0.47% |
$1.15K - $1.16K
|
10.6K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
15+ 0.68% |
$352 - $357
|
2.22K
$51.8K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6+ 0.04% |
$141 - $143
|
16.3K
$381K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-26- 0.07% |
$611 - $618
|
38.5K
$899K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-45- 3.96% |
$1.06K - $1.07K
|
1.09K
$25.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-107- 0.95% |
$2.51K - $2.54K
|
11.1K
$259K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-204- 0.35% |
$4.79K - $4.85K
|
57.9K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-244- 1.92% |
$5.73K - $5.8K
|
12.5K
$291K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-423- 23.29% |
$9.94K - $10.1K
|
1.39K
$32.5K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-627- 28.4% |
$14.7K - $14.9K
|
1.58K
$36.9K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-930- 9.68% |
$21.8K - $22.1K
|
8.68K
$202K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.33K- 11.96% |
$31.1K - $31.5K
|
9.76K
$228K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.95K- 5.49% |
$45.9K - $46.4K
|
33.6K
$785K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-2.68K- 19.24% |
$62.9K - $63.7K
|
11.2K
$262K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.9K- 18.34% |
$68.1K - $68.9K
|
12.9K
$301K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.82K- 2.11% |
$89.6K - $90.7K
|
177K
$4.13M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.08K- 75.8% |
$95.9K - $97K
|
1.3K
$30.4K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.99K- 5.12% |
$211K - $214K
|
167K
$3.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-9.01K- 18.24% |
$212K - $214K
|
40.4K
$943K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-13.7K- 30.75% |
$321K - $325K
|
30.8K
$719K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-125K- 91.81% |
$2.93M - $2.96M
|
11.1K
$259K
|