Purchases and Sales Made in Q3 2024 in Invesco Bulletshares 2027 Muni (BSMR)
This table provides information about the institutional ownership of Invesco Bulletshares 2027 Muni (BSMR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.7K+ 20.4% |
$719K - $731K
|
181K
$4.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
30K+ 51.33% |
$703K - $714K
|
88.6K
$2.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
21.4K+ 8.51% |
$502K - $510K
|
273K
$6.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14.8K+ 62.24% |
$346K - $352K
|
38.6K
$910K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
14.1K+ 43.44% |
$329K - $335K
|
46.5K
$1.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11.9K+ 20.56% |
$279K - $283K
|
69.8K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
11.1K+ 15.72% |
$260K - $264K
|
81.7K
$1.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
10.7KNew |
$250K - $254K
|
10.7K
$252K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
9.47KNew |
$222K - $225K
|
9.47K
$223K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
9.46KNew |
$222K - $225K
|
9.46K
$223K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8.9KNew |
$208K - $212K
|
8.9K
$210K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.92K+ 12.64% |
$185K - $188K
|
70.6K
$1.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
6.37K+ 18.37% |
$149K - $152K
|
41.1K
$969K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5.09K+ 90.83% |
$119K - $121K
|
10.7K
$252K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.99K+ 918.01% |
$117K - $119K
|
5.54K
$131K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
4.47K+ 27.66% |
$105K - $106K
|
20.6K
$486K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.43K+ 5.15% |
$104K - $105K
|
90.4K
$2.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.21K+ 11.33% |
$98.6K - $100K
|
41.4K
$976K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.87K+ 9.47% |
$67.2K - $68.3K
|
33.2K
$783K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.57K+ 14.82% |
$60.1K - $61.1K
|
19.9K
$469K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.11K+ 33.13% |
$49.3K - $50.1K
|
8.46K
$200K
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.1KNew |
$49.2K - $49.9K
|
2.1K
$49.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.7K+ 8.22% |
$39.7K - $40.3K
|
22.3K
$526K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
635+ 25.15% |
$14.9K - $15.1K
|
3.16K
$74.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
423+ 2.76% |
$9.9K - $10.1K
|
15.8K
$372K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
362+ 0.71% |
$8.47K - $8.61K
|
51.3K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
352+ 44.9% |
$8.24K - $8.37K
|
1.14K
$26.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
85+ 0.76% |
$1.99K - $2.02K
|
11.3K
$267K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-156- 0.26% |
$3.65K - $3.71K
|
60.5K
$1.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-228- 0.53% |
$5.34K - $5.42K
|
42.8K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-9.3K- 42.99% |
$218K - $221K
|
12.3K
$291K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.8K- 47.2% |
$300K - $304K
|
14.3K
$338K
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-15K- 5.79% |
$350K - $356K
|
243K
$5.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-36.5K- 32.97% |
$854K - $867K
|
74.2K
$1.75M
|