Purchases and Sales Made in Q3 2024 in Invesco Bulletshares 2025 Muni (BSMP)
This table provides information about the institutional ownership of Invesco Bulletshares 2025 Muni (BSMP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60.1K+ 10.55% |
$1.46M - $1.48M
|
630K
$15.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.4K+ 16.34% |
$1.25M - $1.27M
|
366K
$8.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
49.3K+ 31.31% |
$1.2M - $1.21M
|
207K
$5.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
48.7K+ 36.36% |
$1.18M - $1.2M
|
183K
$4.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
42K+ 23.85% |
$1.02M - $1.04M
|
218K
$5.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38.6K+ 13.9% |
$937K - $950K
|
316K
$7.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
35.5K+ 400.64% |
$862K - $874K
|
44.4K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34.1K+ 44.69% |
$827K - $839K
|
110K
$2.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
28.6K+ 72.19% |
$694K - $704K
|
68.2K
$1.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
26.6K+ 44.09% |
$647K - $656K
|
87K
$2.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.1K+ 31.63% |
$537K - $544K
|
92K
$2.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
20.2K+ 62.13% |
$491K - $498K
|
52.8K
$1.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.7K+ 225.79% |
$479K - $486K
|
28.4K
$699K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
18.4KNew |
$446K - $452K
|
18.4K
$451K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18K+ 28.22% |
$436K - $442K
|
81.6K
$2M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
16.4K+ 52.33% |
$397K - $403K
|
47.6K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
13.6K+ 22.22% |
$330K - $335K
|
74.7K
$1.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.3K+ 34.37% |
$298K - $302K
|
48K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
11.2KNew |
$273K - $276K
|
11.2K
$276K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11K+ 20.72% |
$266K - $270K
|
63.9K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11KNew |
$266K - $270K
|
11K
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
10.8KNew |
$262K - $265K
|
10.8K
$265K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
10.3KNew |
$250K - $254K
|
10.3K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.2K+ 4.43% |
$249K - $252K
|
241K
$5.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
10.2KNew |
$247K - $251K
|
10.2K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.95KNew |
$242K - $245K
|
9.95K
$244K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.59KNew |
$209K - $212K
|
8.59K
$211K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
8.2KNew |
$199K - $202K
|
8.2K
$201K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.58K+ 33.89% |
$184K - $187K
|
29.9K
$736K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
6.84KNew |
$166K - $168K
|
6.84K
$168K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.56K+ 4.65% |
$159K - $162K
|
148K
$3.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
5.96K+ 17.12% |
$145K - $147K
|
40.7K
$1M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.38K+ 11.14% |
$131K - $133K
|
53.7K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.94K+ 19.27% |
$120K - $122K
|
30.5K
$750K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
4.71K+ 5.05% |
$114K - $116K
|
97.8K
$2.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.08K+ 6.27% |
$99.1K - $101K
|
69.2K
$1.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4.04KNew |
$98.2K - $99.5K
|
4.04K
$99.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.96K+ 24.32% |
$96.2K - $97.5K
|
20.2K
$497K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.46K+ 10.86% |
$84K - $85.2K
|
35.3K
$867K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.01K+ 7.52% |
$73K - $74K
|
43K
$1.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
2.86K+ 16.63% |
$69.3K - $70.3K
|
20K
$492K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.72K+ 5.29% |
$66K - $66.9K
|
54.1K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.56K+ 9.55% |
$62.2K - $63.1K
|
29.4K
$722K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.4K+ 14.64% |
$58.3K - $59.1K
|
18.8K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.39K+ 7.25% |
$58K - $58.8K
|
35.4K
$868K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.19KNew |
$53.3K - $54K
|
2.19K
$53.9K
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.94K+ 14.29% |
$47.2K - $47.9K
|
15.5K
$382K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.9K+ 22.9% |
$46K - $46.7K
|
10.2K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.72K+ 4.76% |
$41.7K - $42.3K
|
37.8K
$929K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.72K+ 5.27% |
$41.7K - $42.3K
|
34.3K
$842K
|