Purchases and Sales Made in Q4 2022 in Invesco Bulletshares 2025 Muni (BSMP)
This table provides information about the institutional ownership of Invesco Bulletshares 2025 Muni (BSMP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
234K+ 1362.9% |
$5.55M - $5.73M
|
251K
$6.17M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
234KNew |
$5.55M - $5.72M
|
234K
$5.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
164K+ 88.74% |
$3.9M - $4.02M
|
349K
$8.58M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
123KNew |
$2.92M - $3.01M
|
123K
$3.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
88K+ 395.45% |
$2.09M - $2.16M
|
110K
$2.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
73.4K+ 36.55% |
$1.74M - $1.8M
|
274K
$6.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
71.6KNew |
$1.7M - $1.75M
|
71.6K
$1.76M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
62.5K+ 144.72% |
$1.48M - $1.53M
|
106K
$2.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
53.9KNew |
$1.28M - $1.32M
|
53.9K
$1.32M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
46.7K+ 1372.06% |
$1.11M - $1.14M
|
50.1K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.3K+ 46.35% |
$1.08M - $1.11M
|
143K
$3.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
43.7K+ 91.63% |
$1.04M - $1.07M
|
91.5K
$2.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
40.9KNew |
$971K - $1M
|
40.9K
$1M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
39.1K+ 210.44% |
$928K - $958K
|
57.7K
$1.42M
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
36.8K+ 136.46% |
$872K - $900K
|
63.7K
$1.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.2K+ 114.47% |
$788K - $813K
|
62.2K
$1.53M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
31K+ 76.37% |
$735K - $758K
|
71.5K
$1.76M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.6K+ 175.55% |
$726K - $749K
|
48K
$1.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.5K+ 39.57% |
$676K - $698K
|
100K
$2.47M
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
26.4K+ 168.51% |
$627K - $647K
|
42.1K
$1.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
21.3KNew |
$506K - $523K
|
21.3K
$524K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20KNew |
$476K - $491K
|
20K
$492K
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
19.1KNew |
$454K - $468K
|
19.1K
$469K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
18.4K+ 55.96% |
$437K - $451K
|
51.3K
$1.26M
|
|
|
Aug 29, 2023
Q4 2022
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
17.8KNew |
$422K - $436K
|
17.8K
$437K
|
|
|
Jan 26, 2023
Q4 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
13.9KNew |
$330K - $340K
|
13.9K
$341K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
13.8K+ 80.7% |
$327K - $337K
|
30.8K
$757K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.8KNew |
$327K - $337K
|
13.8K
$338K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
13.7K+ 21.69% |
$324K - $335K
|
76.7K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.3K+ 13.09% |
$315K - $325K
|
115K
$2.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.8KNew |
$304K - $314K
|
12.8K
$315K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.6KNew |
$299K - $309K
|
12.6K
$310K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.1KNew |
$264K - $272K
|
11.1K
$273K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.1K+ 20.88% |
$264K - $272K
|
64.4K
$1.58M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10KNew |
$238K - $246K
|
10K
$246K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9.32KNew |
$221K - $228K
|
9.32K
$229K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.26KNew |
$196K - $202K
|
8.26K
$203K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
7.54K+ 47.72% |
$179K - $185K
|
23.3K
$573K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.98K+ 4.73% |
$166K - $171K
|
155K
$3.8M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.77K+ 1683.33% |
$161K - $166K
|
7.17K
$176K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.73K+ 58.47% |
$160K - $165K
|
18.2K
$448K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.35K+ 34.8% |
$103K - $107K
|
16.8K
$414K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4KNew |
$94.9K - $98K
|
4K
$98.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.96K+ 17.08% |
$94K - $97K
|
27.2K
$667K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.13KNew |
$50.6K - $52.2K
|
2.13K
$52.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.63K+ 9.13% |
$38.7K - $39.9K
|
19.5K
$478K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
623New |
$14.8K - $15.3K
|
623
$15.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
554New |
$13.1K - $13.6K
|
554
$13.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
514New |
$12.2K - $12.6K
|
514
$12.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
348+ 3.9% |
$8.26K - $8.52K
|
9.28K
$228K
|