Latest Institutional Purchases of Invesco Bulletshares 2025 Muni (BSMP)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2025 Muni (BSMP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
43.2K+ 274.42% |
$1.06M - $1.06M
|
58.9K
$1.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
38.4KNew |
$938K - $943K
|
38.4K
$941K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
31K+ 10.67% |
$757K - $761K
|
321K
$7.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
21.7KNew |
$531K - $534K
|
21.7K
$533K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18KNew |
$439K - $441K
|
18K
$440K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
15KNew |
$366K - $368K
|
15K
$367K
|
|
|
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 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
10.6K+ 25.73% |
$259K - $261K
|
51.8K
$1.27M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
9.62K+ 8.25% |
$235K - $236K
|
126K
$3.1M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.26K+ 92.68% |
$227K - $228K
|
19.3K
$472K
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
8.9K+ 43.67% |
$218K - $219K
|
29.3K
$718K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.1K+ 1.29% |
$198K - $199K
|
636K
$15.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.76KNew |
$116K - $117K
|
4.76K
$117K
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
3.47K+ 20.13% |
$84.8K - $85.2K
|
20.7K
$508K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
2.71K+ 30.06% |
$66.1K - $66.5K
|
11.7K
$287K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.62K+ 7.45% |
$64.1K - $64.4K
|
37.8K
$927K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.5K+ 21.23% |
$61.1K - $61.4K
|
14.3K
$350K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.42K+ 8.16% |
$59.1K - $59.4K
|
32.1K
$786K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 86.49% |
$50.1K - $50.4K
|
4.42K
$108K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.53K+ 2.04% |
$37.4K - $37.6K
|
76.5K
$1.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.39K+ 10.26% |
$34.1K - $34.2K
|
15K
$367K
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
898+ 1.83% |
$22K - $22.1K
|
50K
$1.23M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
864+ 0.58% |
$21.1K - $21.2K
|
150K
$3.68M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
772+ 114.54% |
$18.9K - $19K
|
1.45K
$35.5K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
151+ 0.62% |
$3.69K - $3.71K
|
24.5K
$602K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
136+ 0.4% |
$3.33K - $3.34K
|
34.1K
$836K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
108+ 0.61% |
$2.64K - $2.65K
|
17.7K
$434K
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
48+ 0.31% |
$1.17K - $1.18K
|
15.6K
$383K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
40+ 0.14% |
$978 - $983
|
28.1K
$690K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
21+ 0.83% |
$513 - $516
|
2.56K
$62.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8+ 0.08% |
$196 - $197
|
9.92K
$243K
|
|
| Q2 2025 | |||||||
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
83.4KNew |
$2.03M - $2.05M
|
83.4K
$2.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
70KNew |
$1.71M - $1.72M
|
70K
$1.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
22.1KNew |
$538K - $542K
|
22.1K
$541K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
19.5K+ 187.4% |
$475K - $478K
|
29.9K
$733K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
14.1KNew |
$344K - $347K
|
14.1K
$346K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
10.1KNew |
$245K - $247K
|
10.1K
$247K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.06KNew |
$99K - $99.8K
|
4.06K
$99.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
815+ 4.07% |
$19.9K - $20K
|
20.8K
$511K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
87+ 1.05% |
$2.12K - $2.14K
|
8.41K
$206K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
72+ 0.59% |
$1.75K - $1.77K
|
12.3K
$301K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
39+ 0.2% |
$950 - $958
|
19.5K
$477K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
31.4KNew |
$765K - $773K
|
31.4K
$769K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.3KNew |
$299K - $302K
|
12.3K
$301K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5.13KNew |
$125K - $127K
|
5.13K
$126K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3KNew |
$73.2K - $74K
|
3K
$73.6K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.44K+ 27.19% |
$59.6K - $60.2K
|
11.4K
$280K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.4KNew |
$34.2K - $34.5K
|
1.4K
$34.3K
|
|