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
$3.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
89KNew |
$2.05M - $2.1M
|
89K
$2.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87.6K+ 25.84% |
$2.02M - $2.07M
|
426K
$10.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
45K+ 321.33% |
$1.04M - $1.06M
|
59K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
40.9K+ 44.41% |
$943K - $968K
|
133K
$3.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
36.5K+ 13.08% |
$840K - $863K
|
316K
$7.45M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
27.5KNew |
$634K - $650K
|
27.5K
$649K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.5K+ 11.47% |
$610K - $626K
|
257K
$6.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
22.9KNew |
$526K - $540K
|
22.9K
$539K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
22.1KNew |
$509K - $522K
|
22.1K
$522K
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
21.4KNew |
$492K - $505K
|
21.4K
$505K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
20.1K+ 7.34% |
$462K - $475K
|
294K
$6.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
17KNew |
$391K - $401K
|
17K
$401K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.5K+ 9.9% |
$380K - $390K
|
183K
$4.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.6K+ 22.43% |
$312K - $320K
|
74K
$1.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
13.5K+ 11.75% |
$312K - $320K
|
129K
$3.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
12.1KNew |
$278K - $285K
|
12.1K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.8K+ 7.45% |
$271K - $279K
|
170K
$4.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.2KNew |
$258K - $265K
|
11.2K
$265K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
11.2KNew |
$257K - $264K
|
11.2K
$264K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.2K+ 17.37% |
$257K - $264K
|
75.4K
$1.78M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
11KNew |
$254K - $261K
|
11K
$261K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
10.7KNew |
$246K - $252K
|
10.7K
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.82KNew |
$226K - $232K
|
9.82K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.8K+ 6.31% |
$226K - $232K
|
165K
$3.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
9.1KNew |
$210K - $215K
|
9.1K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
8.55KNew |
$197K - $202K
|
8.55K
$202K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
8.55K+ 49.36% |
$197K - $202K
|
25.9K
$611K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.69K+ 13.88% |
$177K - $182K
|
63.1K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.65K+ 586.8% |
$176K - $181K
|
8.95K
$211K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
6.47K+ 28.66% |
$149K - $153K
|
29.1K
$686K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.13K+ 55.18% |
$141K - $145K
|
17.2K
$407K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.88K+ 14.54% |
$135K - $139K
|
46.3K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.72K+ 47.03% |
$132K - $135K
|
17.9K
$422K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.03K+ 1.14% |
$116K - $119K
|
446K
$10.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
4.71K+ 2.4% |
$108K - $111K
|
201K
$4.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.2KNew |
$96.7K - $99.3K
|
4.2K
$99.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.85K+ 29.32% |
$88.7K - $91K
|
17K
$401K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.7K+ 17.95% |
$85.2K - $87.5K
|
24.3K
$574K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.47K+ 6.33% |
$79.9K - $82K
|
58.3K
$1.38M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.41K+ 7.4% |
$78.5K - $80.5K
|
49.5K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.54K+ 19.23% |
$58.5K - $60.1K
|
15.8K
$372K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.48K+ 25.42% |
$57.1K - $58.6K
|
12.2K
$289K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.37K+ 7.69% |
$54.6K - $56.1K
|
33.2K
$784K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.2K+ 10.65% |
$50.6K - $51.9K
|
22.8K
$538K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.08K+ 16.45% |
$47.8K - $49.1K
|
14.7K
$347K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.8K+ 11.85% |
$41.4K - $42.5K
|
17K
$401K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.53K+ 3.27% |
$35.3K - $36.2K
|
48.3K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.44KNew |
$33K - $33.9K
|
1.44K
$33.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
852+ 3.67% |
$19.6K - $20.1K
|
24.1K
$568K
|