Purchases and Sales Made in Q2 2025 in Invesco Bulletshares 2028 Muni (BSMS)
This table provides information about the institutional ownership of Invesco Bulletshares 2028 Muni (BSMS) during Q2 2025. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2028 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 |
BUY
|
- |
433+ 3.68% |
$9.81K - $10.1K
|
12.2K
$286K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
388+ 2.15% |
$8.79K - $9.06K
|
18.4K
$432K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
320New |
$7.25K - $7.47K
|
320
$7.51K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
170+ 0.72% |
$3.85K - $3.97K
|
23.9K
$560K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
110+ 0.73% |
$2.49K - $2.57K
|
15.2K
$356K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
70+ 0.73% |
$1.59K - $1.63K
|
9.68K
$227K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
54+ 0.62% |
$1.22K - $1.26K
|
8.79K
$206K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
51+ 0.26% |
$1.16K - $1.19K
|
19.8K
$465K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-555- 2.76% |
$12.6K - $13K
|
19.5K
$459K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-568- 4.5% |
$12.9K - $13.3K
|
12K
$283K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-844- 3.02% |
$19.1K - $19.7K
|
27.1K
$636K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.05K- 25.92% |
$23.7K - $24.4K
|
2.99K
$70.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.49K- 1.33% |
$56.4K - $58.1K
|
185K
$4.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.9K- 9.94% |
$65.8K - $67.8K
|
26.3K
$617K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.65K- 3.15% |
$82.8K - $85.3K
|
112K
$2.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.89K- 5.23% |
$88.1K - $90.7K
|
70.5K
$1.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-4.28K- 66.02% |
$96.9K - $99.8K
|
2.2K
$51.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.89K- 12.65% |
$111K - $114K
|
33.8K
$792K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-16.2K- 45.98% |
$366K - $377K
|
19K
$445K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-24.7K- 44.56% |
$560K - $577K
|
30.7K
$721K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26.6K- 18.49% |
$602K - $620K
|
117K
$2.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.7K- 38.91% |
$855K - $881K
|
59.2K
$1.39M
|