Purchases and Sales Made in Q2 2025 in Invesco Bulletshares 2029 Muni (BSMT)
This table provides information about the institutional ownership of Invesco Bulletshares 2029 Muni (BSMT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
290K+ 90.38% |
$6.44M - $6.64M
|
611K
$14.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
109K+ 60.96% |
$2.41M - $2.49M
|
287K
$6.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.2K+ 47.45% |
$959K - $990K
|
134K
$3.11M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.9K+ 28.67% |
$930K - $960K
|
188K
$4.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
32.9K+ 37.9% |
$731K - $754K
|
120K
$2.77M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
28.6KNew |
$634K - $654K
|
28.6K
$661K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
27.3K+ 13.15% |
$607K - $626K
|
235K
$5.44M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.8K+ 41.08% |
$528K - $544K
|
81.6K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
22.7KNew |
$504K - $520K
|
22.7K
$525K
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
22.1KNew |
$491K - $506K
|
22.1K
$511K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
18K+ 11.92% |
$399K - $412K
|
169K
$3.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
16.3K+ 16.01% |
$363K - $374K
|
118K
$2.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15.9K+ 74.33% |
$353K - $364K
|
37.3K
$863K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
14.4KNew |
$319K - $329K
|
14.4K
$332K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14K+ 26.96% |
$310K - $320K
|
65.8K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
13.3KNew |
$295K - $305K
|
13.3K
$308K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.1K+ 19.06% |
$247K - $254K
|
69.3K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.7K+ 7.8% |
$238K - $246K
|
148K
$3.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.67K+ 17.19% |
$215K - $222K
|
65.9K
$1.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
9.53KNew |
$212K - $218K
|
9.53K
$221K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.12K+ 8.34% |
$203K - $209K
|
118K
$2.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.06KNew |
$201K - $208K
|
9.06K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.73K+ 79.07% |
$194K - $200K
|
19.8K
$458K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.7K+ 5.96% |
$193K - $199K
|
155K
$3.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.16K+ 46.32% |
$181K - $187K
|
25.8K
$597K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
7.64K+ 5.77% |
$170K - $175K
|
140K
$3.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.13K+ 14.68% |
$136K - $140K
|
47.9K
$1.11M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
5.54K+ 9.19% |
$123K - $127K
|
65.8K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
5.39K+ 2.55% |
$120K - $123K
|
217K
$5.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.42K+ 20.31% |
$98.1K - $101K
|
26.2K
$605K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.11K+ 13.6% |
$91.2K - $94.1K
|
34.3K
$794K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
2.9K+ 8.21% |
$64.3K - $66.4K
|
38.2K
$884K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.55K+ 25.56% |
$56.7K - $58.4K
|
12.5K
$290K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.43K+ 1.68% |
$54K - $55.7K
|
147K
$3.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.41K+ 27.53% |
$53.5K - $55.2K
|
11.2K
$258K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.21K+ 6.89% |
$49.1K - $50.7K
|
34.3K
$793K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.2K+ 2.99% |
$49K - $50.5K
|
76K
$1.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.06K+ 0.97% |
$45.8K - $47.3K
|
215K
$4.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
2.01K+ 9.63% |
$44.6K - $46K
|
22.8K
$529K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.48KNew |
$32.9K - $34K
|
1.48K
$34.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.1K+ 2.35% |
$24.5K - $25.3K
|
48.1K
$1.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
695+ 3.38% |
$15.4K - $15.9K
|
21.3K
$492K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
680+ 5.59% |
$15.1K - $15.6K
|
12.8K
$297K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
446+ 2.64% |
$9.91K - $10.2K
|
17.4K
$402K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
119+ 0.74% |
$2.64K - $2.73K
|
16.2K
$376K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
113+ 0.74% |
$2.51K - $2.59K
|
15.4K
$357K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
77+ 0.73% |
$1.71K - $1.76K
|
10.6K
$246K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
72+ 0.74% |
$1.6K - $1.65K
|
9.79K
$227K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
56+ 0.61% |
$1.24K - $1.28K
|
9.31K
$216K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16+ 0.76% |
$356 - $367
|
2.13K
$49.2K
|