Purchases and Sales Made in Q1 2023 in Invesco Bulletshares 2025 Muni (BSMP)
This table provides information about the institutional ownership of Invesco Bulletshares 2025 Muni (BSMP) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2025 MUNI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
118+ 21.3% |
$2.85K - $2.91K
|
672
$16.5K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22+ 0.05% |
$532 - $543
|
48K
$1.18M
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
18+ 0.18% |
$435 - $445
|
10.1K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-33- 0.3% |
$798 - $815
|
11.1K
$273K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-160- 0.88% |
$3.87K - $3.95K
|
18.1K
$444K
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-478- 0.75% |
$11.6K - $11.8K
|
63.2K
$1.55M
|
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-1.33K- 13.24% |
$32.1K - $32.8K
|
8.71K
$214K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.35K- 1.28% |
$32.6K - $33.3K
|
104K
$2.57M
|
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.53K- 15.07% |
$37K - $37.8K
|
8.63K
$212K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.29K- 2.28% |
$55.3K - $56.5K
|
98.2K
$2.41M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3K- 11.05% |
$72.5K - $74.1K
|
24.2K
$594K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.7K- 47.81% |
$356K - $364K
|
16.1K
$396K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-28.1K- 52.09% |
$679K - $694K
|
25.8K
$635K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-61.3K- 85.69% |
$1.48M - $1.51M
|
10.2K
$252K
|