Purchases and Sales Made in Q1 2025 in Invesco Bulletshares 2029 Muni (BSMT)
This table provides information about the institutional ownership of Invesco Bulletshares 2029 Muni (BSMT) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2029 MUNI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
610+ 3.02% |
$13.8K - $14.1K
|
20.8K
$473K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
478+ 1.61% |
$10.8K - $11.1K
|
30.2K
$686K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
432+ 99.77% |
$9.79K - $10K
|
865
$19.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
412+ 3.51% |
$9.34K - $9.55K
|
12.2K
$276K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
392+ 11.2% |
$8.88K - $9.09K
|
3.89K
$88.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
245+ 0.7% |
$5.55K - $5.68K
|
35.3K
$802K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
157+ 0.21% |
$3.56K - $3.64K
|
73.8K
$1.68M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
127+ 0.55% |
$2.88K - $2.95K
|
23.2K
$528K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15+ 0.72% |
$340 - $348
|
2.11K
$47.9K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-52- 1.09% |
$1.18K - $1.21K
|
4.73K
$108K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-94- 0.3% |
$2.13K - $2.18K
|
31.1K
$707K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-261- 2.14% |
$5.91K - $6.05K
|
11.9K
$271K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-800- 14.72% |
$18.1K - $18.6K
|
4.63K
$105K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-890- 4.3% |
$20.2K - $20.6K
|
19.8K
$450K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-959- 6.14% |
$21.7K - $22.2K
|
14.7K
$333K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.24K- 7.36% |
$28.1K - $28.8K
|
15.6K
$355K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.35K- 11.94% |
$30.6K - $31.4K
|
9.98K
$227K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.95K- 15.55% |
$44.1K - $45.1K
|
10.6K
$240K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-9.15K- 17.98% |
$207K - $212K
|
41.7K
$949K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.36K- 60.83% |
$212K - $217K
|
6.02K
$137K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-47.7K- 34.4% |
$1.08M - $1.11M
|
91K
$2.07M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-139K- 94.09% |
$3.15M - $3.23M
|
8.75K
$199K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-181K- 58.05% |
$4.1M - $4.2M
|
131K
$2.97M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-248K- 58.2% |
$5.62M - $5.75M
|
178K
$4.05M
|