Purchases and Sales Made in Q2 2024 in Invesco Bulletshares 2024 Muni (BSMO)
This table provides information about the institutional ownership of Invesco Bulletshares 2024 Muni (BSMO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
82.2KNew |
$2.03M - $2.04M
|
82.2K
$2.05M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.7K+ 628.8% |
$1.45M - $1.46M
|
68.1K
$1.69M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
56.9KNew |
$1.41M - $1.41M
|
56.9K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.6KNew |
$808K - $811K
|
32.6K
$812K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.6KNew |
$609K - $612K
|
24.6K
$613K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.6KNew |
$608K - $611K
|
24.6K
$611K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
23.2K+ 11.5% |
$575K - $578K
|
225K
$5.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.7K+ 71.95% |
$365K - $367K
|
35.2K
$877K
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
14.1KNew |
$348K - $350K
|
14.1K
$350K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
13.1KNew |
$324K - $326K
|
13.1K
$326K
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
12.7KNew |
$315K - $317K
|
12.7K
$317K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.6KNew |
$288K - $289K
|
11.6K
$289K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
9.82K+ 15.27% |
$243K - $244K
|
74.1K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.18KNew |
$227K - $228K
|
9.18K
$228K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
9KNew |
$223K - $224K
|
9K
$224K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
8.73KNew |
$216K - $217K
|
8.73K
$217K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.07KNew |
$200K - $201K
|
8.07K
$201K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.4K+ 90.34% |
$183K - $184K
|
15.6K
$388K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.08K+ 21.97% |
$175K - $176K
|
39.3K
$977K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.91K+ 18.28% |
$146K - $147K
|
38.2K
$950K
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
5.81K+ 20.21% |
$144K - $144K
|
34.6K
$860K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
4.89K+ 27.55% |
$121K - $122K
|
22.6K
$563K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.49K+ 3.87% |
$111K - $112K
|
121K
$3M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4.31K+ 194.23% |
$107K - $107K
|
6.53K
$162K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.08K+ 9.67% |
$76.1K - $76.5K
|
34.9K
$868K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.06K+ 7.2% |
$75.6K - $75.9K
|
45.5K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.03K+ 22.28% |
$75.1K - $75.4K
|
16.7K
$414K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.96K+ 23.84% |
$73.2K - $73.5K
|
15.4K
$382K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.92K+ 14.03% |
$72.2K - $72.5K
|
23.7K
$590K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.17K+ 17.39% |
$53.6K - $53.8K
|
14.6K
$364K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.96K+ 5.43% |
$48.5K - $48.7K
|
38.1K
$947K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.77K+ 9.54% |
$43.7K - $43.9K
|
20.3K
$505K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.46K+ 21.36% |
$36.1K - $36.3K
|
8.3K
$206K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.34K+ 8.33% |
$33.3K - $33.4K
|
17.5K
$435K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.26K+ 5.03% |
$31.1K - $31.3K
|
26.3K
$654K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.13KNew |
$28K - $28.1K
|
1.13K
$28.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1K+ 11.14% |
$24.7K - $24.9K
|
9.98K
$248K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
795+ 13.77% |
$19.7K - $19.8K
|
6.57K
$163K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
792New |
$19.6K - $19.7K
|
792
$19.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
685+ 1.87% |
$16.9K - $17K
|
37.4K
$931K
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
404+ 1.84% |
$9.99K - $10K
|
22.4K
$558K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
248+ 0.64% |
$6.14K - $6.17K
|
38.7K
$964K
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
237+ 0.47% |
$5.86K - $5.89K
|
51.2K
$1.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
203+ 0.67% |
$5.02K - $5.05K
|
30.6K
$761K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
202+ 7.41% |
$5K - $5.02K
|
2.93K
$72.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
104+ 0.04% |
$2.57K - $2.59K
|
278K
$6.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
69+ 0.26% |
$1.71K - $1.72K
|
26.6K
$663K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
55+ 0.25% |
$1.36K - $1.37K
|
22.4K
$557K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30+ 0.04% |
$742 - $746
|
70.9K
$1.76M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19+ 0.66% |
$470 - $472
|
2.9K
$72.2K
|