Latest Institutional Purchases of Invesco Bulletshares 2027 Muni (BSMR)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2027 Muni (BSMR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
141KNew |
$3.24M - $3.33M
|
141K
$3.3M
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
22.9KNew |
$526K - $540K
|
22.9K
$537K
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
21.4KNew |
$492K - $505K
|
21.4K
$502K
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
17KNew |
$391K - $401K
|
17K
$399K
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
13.5K+ 11.75% |
$312K - $320K
|
129K
$3.02M
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
11.2KNew |
$257K - $264K
|
11.2K
$262K
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
11KNew |
$254K - $261K
|
11K
$259K
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
8.55K+ 49.36% |
$197K - $202K
|
25.9K
$607K
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.85K+ 29.32% |
$88.7K - $91K
|
17K
$399K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.37K+ 7.69% |
$54.6K - $56.1K
|
33.2K
$780K
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.2K+ 10.65% |
$50.6K - $51.9K
|
22.8K
$536K
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.8K+ 11.85% |
$41.4K - $42.5K
|
17K
$399K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.44KNew |
$33K - $33.9K
|
1.44K
$33.7K
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
160+ 1.02% |
$3.68K - $3.78K
|
15.9K
$374K
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
77+ 0.73% |
$1.77K - $1.82K
|
10.7K
$250K
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
54+ 0.63% |
$1.24K - $1.28K
|
8.57K
$201K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31+ 0.2% |
$714 - $733
|
15.4K
$362K
|
|
Q1 2025 | |||||||
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
196KNew |
$4.61M - $4.67M
|
196K
$4.61M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
113K+ 34.49% |
$2.65M - $2.69M
|
441K
$10.3M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
82.6KNew |
$1.94M - $1.96M
|
82.6K
$1.94M
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
48.2K+ 160.15% |
$1.13M - $1.15M
|
78.4K
$1.84M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.5K+ 13.58% |
$952K - $963K
|
339K
$7.96M
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
36K+ 535.45% |
$844K - $855K
|
42.7K
$1M
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
35.2KNew |
$826K - $836K
|
35.2K
$826K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
33.5K+ 13.97% |
$788K - $797K
|
274K
$6.43M
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
28.5K+ 11.39% |
$670K - $678K
|
279K
$6.55M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.8K+ 13.12% |
$629K - $637K
|
231K
$5.42M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24.9K+ 36.95% |
$584K - $591K
|
92.2K
$2.16M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.3K+ 20.36% |
$572K - $579K
|
144K
$3.38M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.4K+ 63.15% |
$549K - $556K
|
60.4K
$1.42M
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
22.5K+ 40.01% |
$529K - $536K
|
78.9K
$1.85M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.1K+ 14.91% |
$473K - $479K
|
155K
$3.65M
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
18.9K+ 22.02% |
$445K - $450K
|
105K
$2.47M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17.4K+ 4092.47% |
$409K - $413K
|
17.8K
$418K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17K+ 81.88% |
$399K - $404K
|
37.7K
$886K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.5K+ 12.74% |
$387K - $392K
|
146K
$3.43M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
13KNew |
$306K - $309K
|
13K
$305K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
11.1KNew |
$260K - $263K
|
11.1K
$260K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.3KNew |
$242K - $245K
|
10.3K
$242K
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
10.1K+ 3.7% |
$238K - $241K
|
284K
$6.66M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.64KNew |
$203K - $205K
|
8.64K
$203K
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
8.6KNew |
$202K - $204K
|
8.6K
$202K
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.81K+ 15.87% |
$183K - $186K
|
57K
$1.34M
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
7.59K+ 19.46% |
$178K - $180K
|
46.6K
$1.09M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.37KNew |
$173K - $175K
|
7.37K
$173K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.34K+ 32.78% |
$172K - $174K
|
29.7K
$698K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.48K+ 13.24% |
$152K - $154K
|
55.4K
$1.3M
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.41K+ 75.48% |
$151K - $152K
|
14.9K
$350K
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.26K+ 13.01% |
$147K - $149K
|
54.4K
$1.28M
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
6.12K+ 56.49% |
$144K - $146K
|
17K
$398K
|