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 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-75- 0.82% |
$1.67K - $1.72K
|
9.02K
$209K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-373- 2.39% |
$8.29K - $8.55K
|
15.2K
$353K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-373- 1.88% |
$8.29K - $8.55K
|
19.4K
$450K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-501- 0.54% |
$11.1K - $11.5K
|
92.5K
$2.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-586- 4.91% |
$13K - $13.4K
|
11.3K
$263K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-841- 2.85% |
$18.7K - $19.3K
|
28.7K
$664K
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-951- 5.11% |
$21.1K - $21.8K
|
17.6K
$409K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.06K- 25.69% |
$23.5K - $24.2K
|
3.06K
$70.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.54K- 0.31% |
$34.3K - $35.4K
|
495K
$11.5M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.66K- 1.46% |
$36.9K - $38.1K
|
112K
$2.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.59K- 1.36% |
$57.5K - $59.4K
|
189K
$4.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.58K- 15.18% |
$79.6K - $82.1K
|
20K
$464K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.59K- 92.85% |
$124K - $128K
|
431
$9.98K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-8.09K- 3.44% |
$180K - $185K
|
227K
$5.26M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-9.07K- 63.45% |
$201K - $208K
|
5.22K
$121K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.1K- 8.03% |
$202K - $209K
|
104K
$2.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-12.2K- 7.32% |
$270K - $279K
|
154K
$3.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-14.6K- 46.77% |
$323K - $333K
|
16.6K
$383K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-25.5K- 46.32% |
$566K - $584K
|
29.5K
$684K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.1K- 35.01% |
$692K - $714K
|
57.8K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-64.9K- 49.6% |
$1.44M - $1.49M
|
66K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-196K- 95.38% |
$4.36M - $4.5M
|
9.51K
$220K
|