Purchases and Sales Made in Q1 2024 in Invesco Bulletshares 2024 Muni (BSMO)
This table provides information about the institutional ownership of Invesco Bulletshares 2024 Muni (BSMO) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2024 MUNI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-782- 6.79% |
$19.3K - $19.5K
|
10.7K
$267K
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-855- 9.45% |
$21.2K - $21.3K
|
8.2K
$204K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.59K- 54.13% |
$39.3K - $39.6K
|
1.35K
$33.5K
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-1.91K- 8.34% |
$47.3K - $47.7K
|
21K
$523K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.17K- 14.82% |
$53.6K - $54K
|
12.5K
$310K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.51K- 10.78% |
$62.1K - $62.7K
|
20.8K
$517K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.02K- 7.73% |
$74.8K - $75.4K
|
36.1K
$898K
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-3.07K- 83.64% |
$75.9K - $76.5K
|
600
$14.9K
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.19K- 7.0% |
$78.9K - $79.6K
|
42.4K
$1.06M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.45K- 15.92% |
$85.2K - $86K
|
18.2K
$453K
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-3.79K- 7.3% |
$93.8K - $94.6K
|
48.1K
$1.2M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.15K- 13.91% |
$103K - $104K
|
25.7K
$640K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.94K- 23.42% |
$122K - $123K
|
16.1K
$402K
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.09K- 23.23% |
$126K - $127K
|
16.8K
$419K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-5.21K- 94.04% |
$129K - $130K
|
330
$8.21K
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-6.31K- 39.18% |
$156K - $157K
|
9.79K
$244K
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-7.84K- 20.52% |
$194K - $196K
|
30.4K
$756K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.02K- 16.67% |
$199K - $200K
|
40.1K
$998K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.11K- 42.34% |
$225K - $227K
|
12.4K
$309K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.58K- 6.8% |
$237K - $239K
|
131K
$3.27M
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-12.5K- 50.0% |
$309K - $311K
|
12.5K
$310K
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-13K- 26.17% |
$321K - $324K
|
36.7K
$912K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.1K- 17.21% |
$349K - $352K
|
67.8K
$1.69M
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-14.4K- 30.1% |
$357K - $360K
|
33.5K
$835K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.3K- 12.78% |
$454K - $458K
|
125K
$3.12M
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-20.1K- 68.24% |
$498K - $502K
|
9.37K
$233K
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-24.2K- 24.67% |
$599K - $604K
|
73.9K
$1.84M
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-28.2K- 28.15% |
$698K - $704K
|
72K
$1.79M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-30.4K- 48.5% |
$753K - $759K
|
32.3K
$804K
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-37.6K- 53.06% |
$930K - $938K
|
33.3K
$828K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-47.8K- 33.34% |
$1.18M - $1.19M
|
95.5K
$2.38M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-69.4K- 15.36% |
$1.72M - $1.73M
|
382K
$9.51M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-69.7K- 27.82% |
$1.73M - $1.74M
|
181K
$4.5M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-80.3K- 28.21% |
$1.99M - $2M
|
204K
$5.08M
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-118K- 45.3% |
$2.92M - $2.94M
|
142K
$3.55M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-229K- 61.01% |
$5.67M - $5.71M
|
146K
$3.64M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-229K- 61.01% |
$5.67M - $5.71M
|
146K
$3.64M
|