Purchases and Sales Made in Q3 2022 in Invesco Bulletshares 2025 Muni (BSMP)
This table provides information about the institutional ownership of Invesco Bulletshares 2025 Muni (BSMP) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
47.7KNew |
$1.14M - $1.19M
|
47.7K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32.7K+ 28.47% |
$779K - $815K
|
148K
$3.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29KNew |
$690K - $722K
|
29K
$713K
|
|
|
Nov 08, 2022
Q3 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
26.9KNew |
$641K - $671K
|
26.9K
$662K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.1K+ 76.57% |
$550K - $575K
|
53.3K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
22.3KNew |
$530K - $554K
|
22.3K
$547K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.1K+ 10.85% |
$431K - $451K
|
185K
$4.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.8K+ 28.18% |
$377K - $394K
|
72K
$1.77M
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
15.8KNew |
$376K - $393K
|
15.8K
$388K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
13.1K+ 325.58% |
$313K - $327K
|
17.2K
$422K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.5KNew |
$297K - $311K
|
12.5K
$307K
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
11.1KNew |
$265K - $277K
|
11.1K
$274K
|
|
|
Oct 17, 2022
Q3 2022
|
J2 Capital Management Inc
|
BUY
|
- |
10KNew |
$239K - $250K
|
10K
$247K
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
BUY
|
- |
7.57K+ 105.66% |
$180K - $188K
|
14.7K
$362K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
7.07K+ 27.37% |
$168K - $176K
|
32.9K
$808K
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.57K+ 19.34% |
$156K - $164K
|
40.6K
$997K
|
|
|
Nov 14, 2022
Q3 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
5.72K+ 56.29% |
$136K - $142K
|
15.9K
$390K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.4K+ 14.28% |
$129K - $134K
|
43.2K
$1.06M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.4K+ 62.01% |
$105K - $110K
|
11.5K
$283K
|
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.15K+ 25.13% |
$74.9K - $78.4K
|
15.7K
$385K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
3.03K+ 19.48% |
$72.1K - $75.4K
|
18.6K
$457K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.81K+ 1.42% |
$66.9K - $70K
|
201K
$4.94M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
2.4K+ 240.0% |
$57.1K - $59.8K
|
3.4K
$83.6K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.37K+ 2.4% |
$56.5K - $59.1K
|
101K
$2.49M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.11K+ 6.67% |
$26.5K - $27.7K
|
17.8K
$438K
|
|
|
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
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
402New |
$9.57K - $10K
|
402
$9.88K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
371New |
$8.83K - $9.24K
|
371
$9.12K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
140+ 0.83% |
$3.33K - $3.49K
|
17.1K
$419K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-129- 0.72% |
$3.07K - $3.21K
|
17.8K
$439K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-454- 0.72% |
$10.8K - $11.3K
|
63K
$1.55M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-972- 5.28% |
$23.1K - $24.2K
|
17.4K
$428K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.65K- 73.63% |
$39.2K - $41K
|
589
$14.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.02K- 4.26% |
$48.2K - $50.4K
|
45.5K
$1.12M
|
|
|
Nov 08, 2022
Q3 2022
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-3.67K- 29.12% |
$87.3K - $91.4K
|
8.93K
$219K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.6K- 34.63% |
$253K - $265K
|
20.1K
$493K
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-11.8K- 5.9% |
$281K - $294K
|
189K
$4.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-57.7K- 37.09% |
$1.37M - $1.44M
|
97.8K
$2.4M
|