Latest Institutional Sells of Invesco Bulletshares 2025 Muni (BSMP)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2025 Muni (BSMP) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-88.2K- 31.78% |
$2.15M - $2.17M
|
189K
$4.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-88.1K- 56.78% |
$2.15M - $2.16M
|
67K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-68K- 9.78% |
$1.66M - $1.67M
|
627K
$15.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-42.4K- 16.55% |
$1.03M - $1.04M
|
214K
$5.23M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-40.7K- 16.44% |
$991K - $999K
|
207K
$5.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-37.9K- 39.26% |
$925K - $932K
|
58.7K
$1.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-29.5K- 51.92% |
$718K - $723K
|
27.3K
$668K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-27K- 14.49% |
$659K - $664K
|
160K
$3.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-27K- 65.14% |
$657K - $662K
|
14.4K
$353K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-23K- 34.92% |
$560K - $564K
|
42.8K
$1.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-17.9K- 53.54% |
$437K - $441K
|
15.6K
$381K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-14K- 55.76% |
$340K - $343K
|
11.1K
$271K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-13.6K- 22.22% |
$331K - $334K
|
47.6K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-13.1K- 25.65% |
$319K - $321K
|
37.9K
$929K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-12.9K- 39.64% |
$315K - $318K
|
19.7K
$482K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-10.6K- 5.29% |
$258K - $260K
|
189K
$4.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-10K- 3.6% |
$244K - $246K
|
268K
$6.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-9.49K- 23.08% |
$231K - $233K
|
31.6K
$774K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-9.34K- 27.68% |
$228K - $229K
|
24.4K
$597K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-6.69K- 12.73% |
$163K - $164K
|
45.9K
$1.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-6.68K- 13.72% |
$163K - $164K
|
42K
$1.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-6.42K- 7.69% |
$156K - $158K
|
77.1K
$1.89M
|
|
|
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
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-5.44K- 13.4% |
$133K - $134K
|
35.2K
$861K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-4.32K- 11.28% |
$105K - $106K
|
33.9K
$831K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.08K- 24.74% |
$99.5K - $100K
|
12.4K
$304K
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-3.49K- 7.81% |
$85.1K - $85.8K
|
41.2K
$1.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-3.45K- 10.25% |
$84.2K - $84.8K
|
30.2K
$740K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.41K- 3.1% |
$83.1K - $83.7K
|
107K
$2.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.25K- 7.5% |
$79.2K - $79.8K
|
40.1K
$981K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.1K- 8.39% |
$75.6K - $76.2K
|
33.9K
$829K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.57K- 1.44% |
$62.6K - $63.1K
|
175K
$4.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.95K- 3.13% |
$47.5K - $47.9K
|
60.3K
$1.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-1.73K- 15.07% |
$42K - $42.4K
|
9.72K
$238K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.47K- 9.43% |
$35.8K - $36.1K
|
14.1K
$346K
|
|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-1.24K- 6.57% |
$30.1K - $30.4K
|
17.6K
$430K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-999- 26.29% |
$24.3K - $24.5K
|
2.8K
$68.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-824- 7.81% |
$20.1K - $20.2K
|
9.72K
$238K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-694- 3.87% |
$16.9K - $17K
|
17.2K
$422K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-634- 1.27% |
$15.5K - $15.6K
|
49.1K
$1.2M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-594- 3.82% |
$14.5K - $14.6K
|
14.9K
$366K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-551- 4.9% |
$13.4K - $13.5K
|
10.7K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-489- 2.76% |
$11.9K - $12K
|
17.2K
$421K
|
|
|
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
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-199- 0.61% |
$4.85K - $4.89K
|
32.5K
$796K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-65- 0.65% |
$1.58K - $1.6K
|
9.91K
$243K
|
|
| Q1 2025 | |||||||
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-11.4K- 61.62% |
$279K - $282K
|
7.11K
$174K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6K- 38.25% |
$146K - $148K
|
9.69K
$237K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-6K- 37.5% |
$146K - $148K
|
10K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.29K- 34.59% |
$129K - $130K
|
10K
$245K
|
|