Latest Institutional Transactions on Invesco Bulletshares 2028 Muni (BSMS)
This table provides information on the latest institutional transactions involving Invesco Bulletshares 2028 Muni (BSMS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
3.89K+ 2.83% |
$88.2K - $90.9K
|
141K
$3.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.64K+ 3.19% |
$151K - $155K
|
215K
$5.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
433+ 3.68% |
$9.81K - $10.1K
|
12.2K
$284K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.7K- 38.91% |
$855K - $881K
|
59.2K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
32.5K+ 35.13% |
$737K - $759K
|
125K
$2.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.78K+ 58.05% |
$199K - $205K
|
23.9K
$557K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.89K- 12.65% |
$111K - $114K
|
33.8K
$786K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
22.3KNew |
$506K - $521K
|
22.3K
$520K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.18KNew |
$117K - $121K
|
5.18K
$121K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
15.1KNew |
$343K - $353K
|
15.1K
$352K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.77K+ 3.6% |
$40K - $41.2K
|
50.9K
$1.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.5K+ 25.43% |
$56.7K - $58.4K
|
12.3K
$287K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
835+ 8.1% |
$18.9K - $19.5K
|
11.1K
$260K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.2K+ 10.28% |
$797K - $822K
|
377K
$8.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
8.64KNew |
$196K - $202K
|
8.64K
$201K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
70+ 0.73% |
$1.59K - $1.63K
|
9.68K
$225K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.25K+ 8.7% |
$96.2K - $99.1K
|
53.1K
$1.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
320New |
$7.25K - $7.47K
|
320
$7.46K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.05K- 25.92% |
$23.7K - $24.4K
|
2.99K
$69.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.08K+ 16.33% |
$47K - $48.5K
|
14.8K
$345K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.92K+ 13.61% |
$43.5K - $44.8K
|
16K
$373K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
170+ 0.72% |
$3.85K - $3.97K
|
23.9K
$556K
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.9K- 9.94% |
$65.8K - $67.8K
|
26.3K
$613K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50K+ 25.17% |
$1.13M - $1.17M
|
248K
$5.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.17K+ 12.18% |
$49.2K - $50.7K
|
20K
$466K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.01K+ 14.56% |
$136K - $140K
|
47.3K
$1.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
18K+ 42.59% |
$409K - $421K
|
60.4K
$1.41M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
5.71K+ 17.7% |
$129K - $133K
|
38K
$885K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
28KNew |
$634K - $653K
|
28K
$652K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.02K+ 4.74% |
$23.1K - $23.8K
|
22.6K
$526K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26.6K- 18.49% |
$602K - $620K
|
117K
$2.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-568- 4.5% |
$12.9K - $13.3K
|
12K
$281K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-4.28K- 66.02% |
$96.9K - $99.8K
|
2.2K
$51.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
110+ 0.73% |
$2.49K - $2.57K
|
15.2K
$354K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
388+ 2.15% |
$8.79K - $9.06K
|
18.4K
$430K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.24KNew |
$96.1K - $99K
|
4.24K
$98.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-16.2K- 45.98% |
$366K - $377K
|
19K
$442K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
8.7K+ 67.1% |
$197K - $203K
|
21.7K
$505K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
54+ 0.62% |
$1.22K - $1.26K
|
8.79K
$205K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.09K+ 3.83% |
$24.7K - $25.5K
|
29.5K
$688K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
15.4KNew |
$348K - $359K
|
15.4K
$358K
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
21.6KNew |
$489K - $504K
|
21.6K
$503K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
10K+ 8.43% |
$227K - $234K
|
129K
$3M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2K+ 10.79% |
$45.3K - $46.7K
|
20.5K
$479K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
252KNew |
$5.7M - $5.88M
|
252K
$5.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-24.7K- 44.56% |
$560K - $577K
|
30.7K
$716K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-844- 3.02% |
$19.1K - $19.7K
|
27.1K
$631K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.45KNew |
$32.8K - $33.8K
|
1.45K
$33.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.65K+ 22.84% |
$60.1K - $61.9K
|
14.3K
$332K
|