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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
85+ 0.64% |
$2.07K - $2.1K
|
13.3K
$326K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15+ 0.18% |
$366 - $370
|
8.39K
$206K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
28KNew |
$684K - $689K
|
28K
$686K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.6KNew |
$455K - $458K
|
18.6K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.9KNew |
$218K - $219K
|
8.9K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
8.71KNew |
$213K - $214K
|
8.71K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
8.08K+ 32.44% |
$198K - $199K
|
33K
$810K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.67K+ 19.49% |
$40.9K - $41.2K
|
10.3K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
394New |
$9.63K - $9.7K
|
394
$9.66K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
11.2KNew |
$273K - $276K
|
11.2K
$275K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
10.8KNew |
$262K - $265K
|
10.8K
$264K
|
|
|
Mar 25, 2025
Q3 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
8.68KNew |
$211K - $214K
|
8.68K
$213K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
8.2KNew |
$199K - $202K
|
8.2K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
6.84KNew |
$166K - $168K
|
6.84K
$168K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.46K+ 10.86% |
$84K - $85.2K
|
35.3K
$866K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
771+ 2.08% |
$18.7K - $19K
|
37.9K
$930K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
375New |
$9.11K - $9.24K
|
375
$9.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
170+ 1.31% |
$4.13K - $4.19K
|
13.1K
$322K
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.54KNew |
$61.5K - $62K
|
2.54K
$62.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.29K+ 5.15% |
$31.3K - $31.5K
|
26.4K
$647K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
850New |
$20.6K - $20.7K
|
850
$20.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
808New |
$19.6K - $19.7K
|
808
$19.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
250+ 58.82% |
$6.05K - $6.1K
|
675
$16.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
191+ 1.22% |
$4.62K - $4.66K
|
15.9K
$390K
|
|
| Q1 2024 | |||||||
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
11KNew |
$268K - $271K
|
11K
$270K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$248K - $250K
|
10.2K
$250K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.8KNew |
$43.8K - $44.2K
|
1.8K
$44.2K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
32KNew |
$765K - $786K
|
32K
$785K
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
20KNew |
$478K - $491K
|
20K
$491K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
15.6KNew |
$373K - $384K
|
15.6K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
10.9KNew |
$260K - $267K
|
10.9K
$267K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
10.5KNew |
$250K - $257K
|
10.5K
$256K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.26K+ 47.15% |
$102K - $105K
|
13.3K
$326K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3KNew |
$71.7K - $73.7K
|
3K
$73.6K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.44K+ 1.96% |
$82.5K - $84.1K
|
179K
$4.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
389+ 1.15% |
$9.34K - $9.51K
|
34.1K
$836K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
143+ 0.57% |
$3.43K - $3.5K
|
25.4K
$622K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
65+ 0.66% |
$1.56K - $1.59K
|
9.85K
$242K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
477+ 0.98% |
$11.5K - $11.8K
|
49K
$1.2M
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
78.3KNew |
$1.89M - $1.93M
|
78.3K
$1.92M
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
12.3KNew |
$298K - $305K
|
12.3K
$303K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.46KNew |
$35.4K - $36.1K
|
1.46K
$35.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
700New |
$16.9K - $17.3K
|
700
$17.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
18+ 0.18% |
$435 - $445
|
10.1K
$247K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
40.9KNew |
$971K - $1M
|
40.9K
$1M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
7.54K+ 47.72% |
$179K - $185K
|
23.3K
$572K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.03KNew |
$24.5K - $25.7K
|
1.03K
$25.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
770New |
$18.3K - $19.2K
|
770
$18.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
12.9K+ 55.86% |
$313K - $321K
|
36.1K
$885K
|
|