Latest Institutional Sells of Invesco Bulletshares 2027 Muni (BSMR)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2027 Muni (BSMR) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-7.94K- 3.15% |
$187K - $188K
|
244K
$5.77M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.12K- 12.69% |
$49.9K - $50.3K
|
14.6K
$345K
|
|
| Q3 2025 | |||||||
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-45K- 76.27% |
$1.06M - $1.07M
|
14K
$332K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-14K- 9.94% |
$328K - $332K
|
127K
$3M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.8K- 3.01% |
$301K - $305K
|
414K
$9.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.35K- 7.15% |
$219K - $222K
|
121K
$2.87M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.04K- 63.7% |
$165K - $167K
|
4.01K
$95K
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-6.86K- 61.03% |
$161K - $163K
|
4.38K
$104K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.55K- 42.5% |
$154K - $156K
|
8.86K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.8K- 29.38% |
$89.1K - $90.3K
|
9.13K
$216K
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.29K- 4.94% |
$53.6K - $54.3K
|
44K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.04K- 2.76% |
$47.8K - $48.5K
|
71.9K
$1.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.6K- 7.25% |
$37.6K - $38.1K
|
20.5K
$485K
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.36K- 2.81% |
$31.9K - $32.3K
|
47K
$1.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.3K- 3.91% |
$30.5K - $30.9K
|
31.9K
$756K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-757- 7.98% |
$17.8K - $18K
|
8.73K
$207K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-741- 1.68% |
$17.4K - $17.6K
|
43.3K
$1.02M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-307- 28.14% |
$7.2K - $7.3K
|
784
$18.6K
|
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-189- 0.84% |
$4.43K - $4.49K
|
22.2K
$526K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-27- 0.91% |
$633 - $642
|
2.93K
$69.3K
|
|
| Q2 2025 | |||||||
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-102K- 69.95% |
$2.35M - $2.41M
|
43.9K
$1.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-22.7K- 44.64% |
$523K - $537K
|
28.2K
$666K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-12.6K- 27.13% |
$291K - $299K
|
34K
$804K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.87K- 28.55% |
$43.2K - $44.3K
|
4.69K
$111K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-654- 5.88% |
$15.1K - $15.5K
|
10.5K
$248K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-563- 4.52% |
$13K - $13.3K
|
11.9K
$282K
|
|
| Q1 2025 | |||||||
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-423- 23.29% |
$9.94K - $10.1K
|
1.39K
$33K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-36.5K- 32.97% |
$854K - $867K
|
74.2K
$1.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-9.3K- 42.99% |
$218K - $221K
|
12.3K
$292K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.73K- 8.75% |
$40.4K - $40.9K
|
18K
$427K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-128- 0.98% |
$2.98K - $3.02K
|
12.9K
$306K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.55K- 20.08% |
$57.8K - $60.9K
|
10.2K
$240K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-928- 9.57% |
$21.2K - $22K
|
8.76K
$207K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4K- 25.81% |
$93.7K - $96.4K
|
11.5K
$272K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-6.47K- 8.07% |
$150K - $157K
|
73.7K
$1.74M
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-47Closed |
$1.21K - $1.23K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 09, 2021
Q2 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-8.48KClosed |
$217K - $221K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-726Closed |
$18.6K - $18.9K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-658Closed |
$16.7K - $17.1K
|
0
$0
|
|