Latest Institutional Transactions on Invesco Bulletshares 2025 Muni (BSMP)
This table provides information on the latest institutional transactions involving Invesco Bulletshares 2025 Muni (BSMP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-14.2K- 52.05% |
$347K - $349K
|
13.1K
$321K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-21.9K- 8.18% |
$536K - $539K
|
246K
$6.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-7.65K- 53.03% |
$187K - $188K
|
6.78K
$166K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 86.49% |
$50.1K - $50.4K
|
4.42K
$109K
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-7.04K- 9.13% |
$172K - $173K
|
70.1K
$1.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.42K+ 8.16% |
$59.1K - $59.4K
|
32.1K
$787K
|
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-181- 0.83% |
$4.43K - $4.45K
|
21.5K
$529K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-15.3K- 35.8% |
$375K - $377K
|
27.5K
$676K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-340- 36.6% |
$8.31K - $8.36K
|
589
$14.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-319- 1.01% |
$7.8K - $7.84K
|
31.3K
$769K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-158K- 89.85% |
$3.86M - $3.88M
|
17.8K
$438K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
15KNew |
$366K - $368K
|
15K
$368K
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.8K+ 14.03% |
$702K - $708K
|
234K
$5.75M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.19K+ 23.34% |
$53.5K - $53.9K
|
11.6K
$285K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
16.3K+ 16.31% |
$398K - $402K
|
117K
$2.86M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.56K+ 14.0% |
$160K - $161K
|
53.4K
$1.31M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-40.7K- 16.44% |
$991K - $999K
|
207K
$5.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.46K+ 0.76% |
$35.5K - $35.7K
|
194K
$4.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-68K- 9.78% |
$1.66M - $1.67M
|
627K
$15.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.8K+ 19.88% |
$337K - $340K
|
83.4K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.92K+ 5.61% |
$193K - $194K
|
149K
$3.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-489- 2.76% |
$11.9K - $12K
|
17.2K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-27K- 14.49% |
$659K - $664K
|
160K
$3.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9KNew |
$219K - $221K
|
9K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20+ 0.13% |
$487 - $491
|
15.7K
$387K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.97K+ 46.3% |
$194K - $196K
|
25.2K
$619K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.8K+ 37.77% |
$679K - $684K
|
102K
$2.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.4K+ 9.13% |
$303K - $305K
|
149K
$3.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-336- 99.7% |
$8.19K - $8.25K
|
1
$24.6
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-5.44K- 13.4% |
$133K - $134K
|
35.2K
$864K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.25K- 7.5% |
$79.2K - $79.8K
|
40.1K
$984K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.28K- 29.46% |
$153K - $154K
|
15K
$369K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.6K+ 8.18% |
$576K - $580K
|
312K
$7.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.44K+ 103.89% |
$157K - $158K
|
12.6K
$310K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.59K+ 8.85% |
$234K - $235K
|
118K
$2.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-65- 0.65% |
$1.58K - $1.6K
|
9.91K
$244K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-13.1K- 25.65% |
$319K - $321K
|
37.9K
$932K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-4.32K- 11.28% |
$105K - $106K
|
33.9K
$834K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-199- 0.61% |
$4.85K - $4.89K
|
32.5K
$799K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
19.2K+ 7.07% |
$467K - $471K
|
290K
$7.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
22.5KNew |
$548K - $553K
|
22.5K
$553K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.08K- 24.74% |
$99.5K - $100K
|
12.4K
$305K
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
83.4KNew |
$2.03M - $2.05M
|
83.4K
$2.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
368+ 0.84% |
$8.97K - $9.04K
|
44.2K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.35K+ 24.93% |
$57.3K - $57.7K
|
11.8K
$289K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-10.6K- 5.29% |
$258K - $260K
|
189K
$4.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.3K+ 7.83% |
$764K - $770K
|
432K
$10.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-634- 1.27% |
$15.5K - $15.6K
|
49.1K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-1.24K- 6.57% |
$30.1K - $30.4K
|
17.6K
$432K
|
|