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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-8.25K- 7.23% |
$202K - $203K
|
106K
$2.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-4.22K- 16.05% |
$103K - $104K
|
22.1K
$542K
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-71- 0.15% |
$1.74K - $1.75K
|
45.8K
$1.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12K+ 95.27% |
$294K - $296K
|
24.7K
$605K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
10.9K+ 6.04% |
$266K - $268K
|
191K
$4.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6.12K- 19.36% |
$150K - $150K
|
25.5K
$625K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.27K- 1.2% |
$55.4K - $55.7K
|
187K
$4.59M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
21.7KNew |
$531K - $534K
|
21.7K
$533K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.49K- 3.38% |
$36.5K - $36.7K
|
42.7K
$1.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
10.6K+ 25.73% |
$259K - $261K
|
51.8K
$1.27M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-5.35K- 11.8% |
$131K - $132K
|
40K
$982K
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-3.14K- 19.01% |
$76.9K - $77.3K
|
13.4K
$329K
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-11.3K- 5.98% |
$277K - $278K
|
178K
$4.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-21.8K- 72.2% |
$534K - $537K
|
8.4K
$206K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-160K- 75.06% |
$3.92M - $3.94M
|
53.3K
$1.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-8.1K- 23.92% |
$198K - $199K
|
25.8K
$632K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
40+ 0.14% |
$978 - $983
|
28.1K
$690K
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
8.9K+ 43.67% |
$218K - $219K
|
29.3K
$718K
|
|
|
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
|
Private Trust CO Na
|
SELL
|
- |
-7.65K- 53.03% |
$187K - $188K
|
6.78K
$166K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-21.9K- 8.18% |
$536K - $539K
|
246K
$6.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 86.49% |
$50.1K - $50.4K
|
4.42K
$108K
|
|
|
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
$786K
|
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-181- 0.83% |
$4.43K - $4.45K
|
21.5K
$528K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-15.3K- 35.8% |
$375K - $377K
|
27.5K
$674K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-158K- 89.85% |
$3.86M - $3.88M
|
17.8K
$437K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-319- 1.01% |
$7.8K - $7.84K
|
31.3K
$768K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-340- 36.6% |
$8.31K - $8.36K
|
589
$14.4K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
15KNew |
$366K - $368K
|
15K
$367K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.25K- 7.5% |
$79.2K - $79.8K
|
40.1K
$983K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.28K- 29.46% |
$153K - $154K
|
15K
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-336- 99.7% |
$8.19K - $8.25K
|
1
$24.5
|
|
|
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
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-1.24K- 6.57% |
$30.1K - $30.4K
|
17.6K
$431K
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
83.4KNew |
$2.03M - $2.05M
|
83.4K
$2.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
70KNew |
$1.71M - $1.72M
|
70K
$1.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
72+ 0.59% |
$1.75K - $1.77K
|
12.3K
$301K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-999- 26.29% |
$24.3K - $24.5K
|
2.8K
$68.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
815+ 4.07% |
$19.9K - $20K
|
20.8K
$511K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-13.6K- 22.22% |
$331K - $334K
|
47.6K
$1.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-824- 7.81% |
$20.1K - $20.2K
|
9.72K
$238K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
19.5K+ 187.4% |
$475K - $478K
|
29.9K
$733K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
10.1KNew |
$245K - $247K
|
10.1K
$247K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.95K- 3.13% |
$47.5K - $47.9K
|
60.3K
$1.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-551- 4.9% |
$13.4K - $13.5K
|
10.7K
$262K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
87+ 1.05% |
$2.12K - $2.14K
|
8.41K
$206K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.06KNew |
$99K - $99.8K
|
4.06K
$99.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
22.1KNew |
$538K - $542K
|
22.1K
$541K
|
|