Purchases and Sales Made in Q2 2025 in Invesco Bulletshares 2027 Muni (BSMR)
This table provides information about the institutional ownership of Invesco Bulletshares 2027 Muni (BSMR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
141KNew |
$3.24M - $3.33M
|
141K
$3.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
22.9KNew |
$526K - $540K
|
22.9K
$537K
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
21.4KNew |
$492K - $505K
|
21.4K
$502K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
17KNew |
$391K - $401K
|
17K
$399K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
13.5K+ 11.75% |
$312K - $320K
|
129K
$3.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
11.2KNew |
$257K - $264K
|
11.2K
$263K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
11KNew |
$254K - $261K
|
11K
$259K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
8.55K+ 49.36% |
$197K - $202K
|
25.9K
$608K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.85K+ 29.32% |
$88.7K - $91K
|
17K
$399K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.37K+ 7.69% |
$54.6K - $56.1K
|
33.2K
$781K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.2K+ 10.65% |
$50.6K - $51.9K
|
22.8K
$536K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.8K+ 11.85% |
$41.4K - $42.5K
|
17K
$399K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.44KNew |
$33K - $33.9K
|
1.44K
$33.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
160+ 1.02% |
$3.68K - $3.78K
|
15.9K
$374K
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
77+ 0.73% |
$1.77K - $1.82K
|
10.7K
$250K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
54+ 0.63% |
$1.24K - $1.28K
|
8.57K
$201K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31+ 0.2% |
$714 - $733
|
15.4K
$362K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 0.38% |
$138 - $142
|
1.59K
$37.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-155- 0.83% |
$3.57K - $3.66K
|
18.4K
$433K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-645- 11.68% |
$14.9K - $15.2K
|
4.88K
$115K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-837- 2.89% |
$19.3K - $19.8K
|
28.1K
$661K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.66K- 1.43% |
$61.2K - $62.9K
|
183K
$4.3M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-8.83K- 3.22% |
$203K - $209K
|
265K
$6.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9.69K- 6.16% |
$223K - $229K
|
148K
$3.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-13K- 22.74% |
$299K - $306K
|
44K
$1.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-16K- 41.38% |
$367K - $377K
|
22.6K
$531K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-22.7K- 44.64% |
$523K - $537K
|
28.2K
$662K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-24K- 41.48% |
$553K - $568K
|
33.9K
$796K
|