Purchases and Sales Made in Q2 2024 in Invesco Bulletshares 2027 Muni (BSMR)
This table provides information about the institutional ownership of Invesco Bulletshares 2027 Muni (BSMR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
356+ 0.7% |
$8.3K - $8.41K
|
50.9K
$1.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
203+ 1.84% |
$4.73K - $4.79K
|
11.2K
$265K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
135+ 0.13% |
$3.15K - $3.19K
|
101K
$2.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
70+ 14.77% |
$1.63K - $1.65K
|
544
$12.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46+ 0.42% |
$1.07K - $1.09K
|
10.9K
$257K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15+ 0.14% |
$350 - $354
|
11K
$261K
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7+ 0.02% |
$163 - $165
|
43.1K
$1.02M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-128- 0.98% |
$2.98K - $3.02K
|
12.9K
$305K
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.16K- 0.45% |
$27K - $27.4K
|
258K
$6.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-1.3K- 5.67% |
$30.3K - $30.7K
|
21.6K
$511K
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.73K- 8.75% |
$40.4K - $40.9K
|
18K
$426K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.82K- 13.67% |
$42.4K - $42.9K
|
11.5K
$271K
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-2.78K- 14.94% |
$64.8K - $65.7K
|
15.8K
$374K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.42K- 10.93% |
$103K - $104K
|
36.1K
$852K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-7.73K- 11.3% |
$180K - $183K
|
60.7K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.1K- 7.16% |
$375K - $379K
|
208K
$4.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-17.3K- 50.0% |
$404K - $409K
|
17.3K
$409K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24.2K- 69.27% |
$565K - $572K
|
10.8K
$254K
|