Purchases and Sales Made in Q1 2024 in Invesco Bulletshares 2027 Muni (BSMR)
This table provides information about the institutional ownership of Invesco Bulletshares 2027 Muni (BSMR) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2027 MUNI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
61.3K+ 37.58% |
$1.45M - $1.46M
|
224K
$5.31M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
44.2K+ 21.93% |
$1.04M - $1.06M
|
246K
$5.82M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
39KNew |
$921K - $931K
|
39K
$923K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
36.3KNew |
$858K - $868K
|
36.3K
$860K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
35KNew |
$827K - $836K
|
35K
$828K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
34.8K+ 43.21% |
$823K - $832K
|
115K
$2.73M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
34.6KNew |
$818K - $827K
|
34.6K
$820K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
33.5KNew |
$791K - $800K
|
33.5K
$793K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.3K+ 13.61% |
$573K - $580K
|
203K
$4.8M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.1K+ 144.86% |
$522K - $528K
|
37.4K
$885K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.2K+ 90.47% |
$454K - $459K
|
40.5K
$958K
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
18.9KNew |
$447K - $452K
|
18.9K
$448K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
16.9K+ 12.72% |
$400K - $404K
|
150K
$3.55M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.3K+ 114.47% |
$362K - $366K
|
28.7K
$680K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14KNew |
$331K - $335K
|
14K
$332K
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
12.2KNew |
$289K - $292K
|
12.2K
$289K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.9K+ 5.52% |
$281K - $284K
|
227K
$5.37M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.9K+ 5.52% |
$281K - $284K
|
227K
$5.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
11.2K+ 19.31% |
$264K - $267K
|
69.1K
$1.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10.9KNew |
$258K - $261K
|
10.9K
$259K
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
10K+ 25.95% |
$237K - $239K
|
48.6K
$1.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.63K+ 7.23% |
$227K - $230K
|
143K
$3.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
8.61K+ 8.27% |
$203K - $206K
|
113K
$2.67M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
8.14K+ 8.81% |
$192K - $194K
|
101K
$2.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.77K+ 24.94% |
$183K - $185K
|
38.9K
$921K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.7K+ 193.57% |
$182K - $184K
|
11.7K
$276K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.66K+ 13.42% |
$157K - $159K
|
56.3K
$1.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
5.91K+ 34.71% |
$140K - $141K
|
22.9K
$543K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.45K+ 48.51% |
$129K - $130K
|
16.7K
$395K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.89K+ 25.91% |
$91.9K - $92.9K
|
18.9K
$447K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
3.76K+ 32.67% |
$88.7K - $89.7K
|
15.3K
$361K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.98KNew |
$70.3K - $71K
|
2.98K
$70.4K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.41K+ 9.31% |
$57K - $57.6K
|
28.3K
$671K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.17K+ 1.9% |
$51.1K - $51.7K
|
116K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.98K+ 9.13% |
$46.7K - $47.2K
|
23.6K
$559K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.82K+ 1.72% |
$43K - $43.5K
|
108K
$2.55M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.68K+ 15.03% |
$39.7K - $40.1K
|
12.9K
$304K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.29K+ 2.89% |
$30.6K - $30.9K
|
46.1K
$1.09M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.25K+ 7.43% |
$29.5K - $29.9K
|
18.1K
$428K
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.18K+ 12.65% |
$28K - $28.3K
|
10.5K
$250K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
840+ 49.85% |
$19.8K - $20.1K
|
2.53K
$59.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
813+ 3.87% |
$19.2K - $19.4K
|
21.8K
$517K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
474New |
$11.2K - $11.3K
|
474
$11.2K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
422+ 3.08% |
$9.97K - $10.1K
|
14.1K
$334K
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
335+ 0.67% |
$7.91K - $8K
|
50.6K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
300+ 43.1% |
$7.09K - $7.16K
|
996
$23.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
297+ 2.77% |
$7.02K - $7.09K
|
11K
$261K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
187+ 1.43% |
$4.42K - $4.47K
|
13.3K
$315K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
176+ 0.41% |
$4.16K - $4.2K
|
43.1K
$1.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
45+ 0.42% |
$1.06K - $1.07K
|
10.9K
$257K
|