Purchases and Sales Made in Q4 2024 in Invesco Bulletshares 2027 Muni (BSMR)
This table provides information about the institutional ownership of Invesco Bulletshares 2027 Muni (BSMR) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.28K+ 7.19% |
$101K - $102K
|
63.8K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.12K+ 7.31% |
$96.9K - $98.3K
|
60.4K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.99KNew |
$94K - $95.4K
|
3.99K
$94.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.16K+ 9.76% |
$74.5K - $75.6K
|
35.6K
$840K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.65K+ 3.79% |
$62.4K - $63.3K
|
72.5K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.56K+ 6.23% |
$60.3K - $61.2K
|
43.6K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
2.36K+ 74.68% |
$55.6K - $56.4K
|
5.52K
$130K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.21KNew |
$51.9K - $52.7K
|
2.21K
$52.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.12K+ 38.3% |
$49.9K - $50.7K
|
7.66K
$181K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.04K+ 21.53% |
$48K - $48.7K
|
11.5K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.01K+ 14.01% |
$47.2K - $47.9K
|
16.3K
$386K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.95K+ 18.23% |
$45.8K - $46.5K
|
12.6K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.29K+ 14.71% |
$30.4K - $30.8K
|
10K
$237K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
844+ 7.73% |
$19.9K - $20.2K
|
11.8K
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
800New |
$18.8K - $19.1K
|
800
$18.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
540+ 5.12% |
$12.7K - $12.9K
|
11.1K
$262K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
530+ 0.19% |
$12.5K - $12.7K
|
274K
$6.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
436+ 2.0% |
$10.3K - $10.4K
|
22.3K
$526K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
425New |
$10K - $10.2K
|
425
$10K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
423+ 30.37% |
$9.96K - $10.1K
|
1.82K
$42.9K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
391+ 2.9% |
$9.21K - $9.34K
|
13.9K
$328K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
362+ 0.71% |
$8.53K - $8.65K
|
51.6K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
247+ 1.56% |
$5.82K - $5.9K
|
16.1K
$380K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
221+ 11.12% |
$5.2K - $5.28K
|
2.21K
$52.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
190+ 0.5% |
$4.47K - $4.54K
|
38.6K
$911K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
146+ 0.93% |
$3.44K - $3.49K
|
15.8K
$373K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39+ 0.42% |
$918 - $932
|
9.31K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-93- 0.82% |
$2.19K - $2.22K
|
11.2K
$265K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-100- 0.49% |
$2.36K - $2.39K
|
20.5K
$484K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-130- 2.36% |
$3.06K - $3.11K
|
5.39K
$127K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.98K- 4.26% |
$46.7K - $47.3K
|
44.5K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.23K- 9.97% |
$52.4K - $53.2K
|
20.1K
$475K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.44K- 4.02% |
$57.3K - $58.2K
|
58.1K
$1.37M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.94K- 1.21% |
$69.2K - $70.3K
|
241K
$5.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.79K- 8.92% |
$113K - $115K
|
48.9K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.92K- 34.37% |
$116K - $118K
|
9.4K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.83K- 3.21% |
$137K - $139K
|
176K
$4.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20.8K- 34.26% |
$490K - $498K
|
40K
$944K
|