Purchases and Sales Made in Q4 2020 in Invesco Bulletshares 2022 Muni (BSMM)
This table provides information about the institutional ownership of Invesco Bulletshares 2022 Muni (BSMM) during Q4 2020. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2022 MUNI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2021
Q4 2020
|
Bcs Wealth Management
|
BUY
|
- |
133K+ 1608.86% |
N/A
|
141K
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
93.5K+ 48.14% |
N/A
|
288K
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44.8KNew |
N/A
|
44.8K
$0
|
|
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
17.2KNew |
N/A
|
17.2K
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
BUY
|
- |
13.3K+ 49.83% |
N/A
|
40K
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Cookson Peirce & CO Inc
|
BUY
|
- |
11.6KNew |
N/A
|
11.6K
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
9KNew |
N/A
|
9K
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.37KNew |
N/A
|
7.37K
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7K+ 23.66% |
N/A
|
36.6K
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
5.01KNew |
N/A
|
5.01K
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.65K+ 13.01% |
N/A
|
31.7K
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Asset Dedication, LLC
|
BUY
|
- |
1.98K+ 146.26% |
N/A
|
3.33K
$0
|
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
930New |
N/A
|
930
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
656New |
N/A
|
656
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Bison Wealth, LLC
|
BUY
|
- |
550New |
N/A
|
550
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
250+ 57.87% |
N/A
|
682
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-200- 5.0% |
N/A
|
3.8K
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.97K- 13.21% |
N/A
|
12.9K
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.71KClosed |
N/A
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Mirador Capital Partners LP
|
SELL
|
- |
-8.92K- 6.53% |
N/A
|
128K
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-18.4KClosed |
N/A
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-50.9KClosed |
N/A
|
0
$0
|