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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
150+ 1.37% |
$3.47K - $3.54K
|
11.1K
$260K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.06K+ 9.53% |
$117K - $119K
|
58.1K
$1.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
2.81K+ 1.59% |
$65K - $66.3K
|
179K
$4.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.35K+ 5.08% |
$147K - $150K
|
131K
$3.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.01K- 1.72% |
$46.5K - $47.5K
|
115K
$2.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.1K+ 59.06% |
$326K - $333K
|
38K
$892K
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
5.31K+ 61.48% |
$123K - $125K
|
14K
$327K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
295KNew |
$6.81M - $6.95M
|
295K
$6.91M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
755+ 5.11% |
$17.5K - $17.8K
|
15.5K
$365K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.11K- 20.58% |
$72K - $73.4K
|
12K
$282K
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
12.1K+ 46.14% |
$281K - $286K
|
38.4K
$902K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
8.91KNew |
$206K - $210K
|
8.91K
$209K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.68K+ 7.46% |
$38.9K - $39.7K
|
24.3K
$569K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.61K- 43.45% |
$199K - $203K
|
11.2K
$263K
|
|
|
Oct 28, 2025
Q3 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
8.89KNew |
$205K - $210K
|
8.89K
$209K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6K+ 705.88% |
$139K - $142K
|
6.85K
$161K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
109+ 0.72% |
$2.52K - $2.57K
|
15.3K
$359K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.5K+ 6.23% |
$358K - $365K
|
264K
$6.19M
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
18.9KNew |
$437K - $445K
|
18.9K
$443K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.1KNew |
$71.7K - $73.1K
|
3.1K
$72.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-14K- 5.56% |
$324K - $330K
|
238K
$5.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.1K- 60.77% |
$25.4K - $25.9K
|
710
$16.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
39.9K+ 109.42% |
$922K - $941K
|
76.4K
$1.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
18+ 0.07% |
$416 - $425
|
27.1K
$636K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
9.74KNew |
$225K - $230K
|
9.74K
$229K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
17.6K+ 46.38% |
$407K - $416K
|
55.6K
$1.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
8.89K+ 41.17% |
$205K - $210K
|
30.5K
$715K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-4.31K- 25.12% |
$99.6K - $102K
|
12.8K
$301K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.58K- 71.59% |
$36.4K - $37.2K
|
625
$14.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12+ 0.08% |
$277 - $283
|
14.3K
$335K
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
14.4K+ 12.83% |
$333K - $340K
|
127K
$2.97M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.05K+ 418.18% |
$140K - $143K
|
7.5K
$176K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8.88KNew |
$205K - $209K
|
8.88K
$208K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.38K+ 0.75% |
$31.9K - $32.6K
|
187K
$4.38M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
6.89K+ 62.24% |
$159K - $163K
|
18K
$421K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
20.4KNew |
$471K - $480K
|
20.4K
$478K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.5K+ 51.62% |
$125K - $128K
|
16.1K
$379K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
48.6KNew |
$1.1M - $1.14M
|
48.6K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.24KNew |
$209K - $216K
|
9.24K
$217K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
28KNew |
$634K - $653K
|
28K
$657K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-568- 4.5% |
$12.9K - $13.3K
|
12K
$283K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.24KNew |
$96.1K - $99K
|
4.24K
$99.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
8.7K+ 67.1% |
$197K - $203K
|
21.7K
$508K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.09K+ 3.83% |
$24.7K - $25.5K
|
29.5K
$693K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
15.4KNew |
$348K - $359K
|
15.4K
$361K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
61.2K+ 523.17% |
$1.41M - $1.44M
|
73K
$1.71M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.32K+ 30.86% |
$123K - $125K
|
22.6K
$530K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
849New |
$19.6K - $20K
|
849
$19.9K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
5.85K+ 61.39% |
$135K - $138K
|
15.4K
$361K
|
|