Purchases and Sales Made in Q4 2023 in Invesco Bulletshares 2025 Muni (BSMP)
This table provides information about the institutional ownership of Invesco Bulletshares 2025 Muni (BSMP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
201K+ 81.83% |
$4.79M - $4.92M
|
446K
$10.9M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
181KNew |
$4.32M - $4.44M
|
181K
$4.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
155K+ 113.17% |
$3.69M - $3.79M
|
291K
$7.15M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
78.3KNew |
$1.87M - $1.92M
|
78.3K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.7K+ 16.99% |
$1.55M - $1.59M
|
446K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
57.4K+ 28.31% |
$1.37M - $1.41M
|
260K
$6.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
56.9KNew |
$1.36M - $1.4M
|
56.9K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
46.7KNew |
$1.11M - $1.15M
|
46.7K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
45.7KNew |
$1.09M - $1.12M
|
45.7K
$1.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
34.3KNew |
$821K - $843K
|
34.3K
$844K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
33.7KNew |
$804K - $827K
|
33.7K
$827K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
32KNew |
$765K - $786K
|
32K
$786K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.5K+ 33.52% |
$704K - $723K
|
117K
$2.88M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
28.1K+ 37.16% |
$672K - $691K
|
104K
$2.55M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
27.9KNew |
$666K - $684K
|
27.9K
$685K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
26.1KNew |
$624K - $642K
|
26.1K
$642K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
24.9KNew |
$595K - $612K
|
24.9K
$612K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
24.8KNew |
$592K - $609K
|
24.8K
$609K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
23.4KNew |
$560K - $575K
|
23.4K
$575K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.7K+ 19.42% |
$541K - $556K
|
139K
$3.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
20KNew |
$478K - $491K
|
20K
$491K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
18.4K+ 8.1% |
$439K - $451K
|
245K
$6.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17.6K+ 42.01% |
$419K - $431K
|
59.4K
$1.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
17.3KNew |
$413K - $424K
|
17.3K
$424K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
15.9KNew |
$380K - $390K
|
15.9K
$390K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.6K+ 13.25% |
$374K - $384K
|
134K
$3.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
15.6KNew |
$373K - $384K
|
15.6K
$384K
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
14.9K+ 6.99% |
$355K - $365K
|
227K
$5.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.3K+ 95.41% |
$295K - $303K
|
25.3K
$621K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12K+ 44.39% |
$288K - $296K
|
39.2K
$962K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
11.2K+ 6.52% |
$268K - $275K
|
183K
$4.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
10.9KNew |
$260K - $267K
|
10.9K
$267K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
10.5KNew |
$250K - $257K
|
10.5K
$257K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
10.4KNew |
$248K - $255K
|
10.4K
$255K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
10.2K+ 16.73% |
$244K - $250K
|
71.2K
$1.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.07K+ 58.57% |
$217K - $223K
|
24.5K
$603K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.63K+ 2.21% |
$206K - $212K
|
399K
$9.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
8.41KNew |
$201K - $206K
|
8.41K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.09K+ 27.98% |
$193K - $199K
|
37K
$909K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.33K+ 7.89% |
$175K - $180K
|
100K
$2.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.96K+ 51.75% |
$142K - $146K
|
17.5K
$430K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.79K+ 18.99% |
$114K - $118K
|
30K
$737K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.26K+ 47.15% |
$102K - $105K
|
13.3K
$327K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
3.74K+ 23.11% |
$89.2K - $91.7K
|
19.9K
$489K
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.16K+ 13.14% |
$75.5K - $77.6K
|
27.2K
$669K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.15K+ 49.93% |
$75.2K - $77.2K
|
9.45K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3K+ 23.09% |
$71.7K - $73.7K
|
16K
$393K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3KNew |
$71.7K - $73.7K
|
3K
$73.7K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.11K+ 6.53% |
$50.4K - $51.8K
|
34.4K
$845K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.89K+ 0.58% |
$45.2K - $46.5K
|
330K
$8.11M
|