Purchases and Sales Made in Q1 2024 in Invesco Bulletshares 2025 Muni (BSMP)
This table provides information about the institutional ownership of Invesco Bulletshares 2025 Muni (BSMP) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.35K+ 2.65% |
$32.9K - $33.2K
|
52.4K
$1.29M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.15KNew |
$28K - $28.3K
|
1.15K
$28.3K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
850+ 10.3% |
$20.7K - $20.9K
|
9.1K
$223K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
835+ 40.2% |
$20.3K - $20.5K
|
2.91K
$71.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
814+ 3.71% |
$19.8K - $20K
|
22.8K
$559K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
549+ 1.53% |
$13.4K - $13.5K
|
36.3K
$893K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
450+ 3.08% |
$11K - $11K
|
15K
$369K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
442+ 5.26% |
$10.8K - $10.9K
|
8.85K
$217K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
337New |
$8.2K - $8.27K
|
337
$8.28K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
219+ 1.25% |
$5.33K - $5.38K
|
17.7K
$435K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
20+ 0.17% |
$487 - $491
|
11.7K
$287K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-28- 0.99% |
$682 - $687
|
2.81K
$69.1K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-125- 1.32% |
$3.04K - $3.07K
|
9.32K
$229K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-332- 0.39% |
$8.08K - $8.15K
|
84.7K
$2.08M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-450- 0.73% |
$11K - $11K
|
61.5K
$1.51M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.12K- 2.34% |
$27.3K - $27.6K
|
46.9K
$1.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.16K- 11.96% |
$28.2K - $28.5K
|
8.54K
$210K
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.69K- 3.04% |
$41.2K - $41.6K
|
54.1K
$1.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.76K- 5.52% |
$42.8K - $43.2K
|
30.1K
$738K
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.01K- 1.31% |
$73.3K - $73.9K
|
226K
$5.56M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.19K- 6.99% |
$77.7K - $78.3K
|
42.5K
$1.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.49K- 28.28% |
$85K - $85.7K
|
8.85K
$217K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.09K- 28.35% |
$99.4K - $100K
|
10.3K
$254K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-4.09K- 90.58% |
$99.5K - $100K
|
425
$10.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.21K- 21.17% |
$103K - $103K
|
15.7K
$385K
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-6.38K- 36.91% |
$155K - $157K
|
10.9K
$268K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.9K- 8.98% |
$168K - $169K
|
70K
$1.72M
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-12.6K- 42.13% |
$308K - $310K
|
17.4K
$427K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.1K- 33.39% |
$318K - $321K
|
26.1K
$641K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-13.4K- 23.09% |
$327K - $330K
|
44.8K
$1.1M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.7K- 43.37% |
$381K - $384K
|
20.4K
$502K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-28.4K- 28.31% |
$690K - $696K
|
71.9K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-35.1K- 49.33% |
$855K - $862K
|
36.1K
$886K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-47.3K- 13.11% |
$1.15M - $1.16M
|
314K
$7.71M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-47.5K- 83.57% |
$1.16M - $1.17M
|
9.34K
$229K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-52.3K- 21.34% |
$1.27M - $1.29M
|
193K
$4.74M
|