Latest Institutional Purchases of Invesco Bulletshares 2028 Muni (BSMS)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2028 Muni (BSMS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
188KNew |
$4.34M - $4.42M
|
188K
$4.33M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.5K+ 18.11% |
$1.21M - $1.24M
|
342K
$7.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
43.7K+ 58.39% |
$1.01M - $1.03M
|
119K
$2.74M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
36.5KNew |
$842K - $859K
|
36.5K
$842K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
29.2K+ 46.09% |
$675K - $688K
|
92.6K
$2.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
20K+ 16.14% |
$461K - $470K
|
144K
$3.32M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17.8K+ 8293.95% |
$412K - $420K
|
18K
$417K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
15.8K+ 59.22% |
$364K - $371K
|
42.3K
$977K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
15K+ 9.28% |
$346K - $352K
|
176K
$4.07M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11.4KNew |
$264K - $269K
|
11.4K
$263K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
11K+ 14.32% |
$254K - $259K
|
87.8K
$2.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.5K+ 75.78% |
$150K - $153K
|
15.1K
$348K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5.42KNew |
$125K - $128K
|
5.42K
$125K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.2K+ 59.85% |
$120K - $122K
|
13.9K
$320K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.96K+ 39.1% |
$91.5K - $93.3K
|
14.1K
$325K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.83K+ 77.4% |
$65.3K - $66.6K
|
6.48K
$149K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.58K+ 16.19% |
$59.7K - $60.9K
|
18.5K
$428K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.38K+ 13.69% |
$55K - $56K
|
19.8K
$456K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.09K+ 8.09% |
$48.3K - $49.3K
|
27.9K
$645K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.05K+ 5.11% |
$24.2K - $24.7K
|
21.6K
$497K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
800New |
$18.5K - $18.8K
|
800
$18.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
129+ 0.4% |
$2.98K - $3.04K
|
32.3K
$745K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
52+ 0.6% |
$1.2K - $1.23K
|
8.74K
$202K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12+ 0.1% |
$277 - $283
|
11.6K
$268K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
121KNew |
$2.81M - $2.85M
|
121K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
79.5K+ 102.06% |
$1.85M - $1.88M
|
157K
$3.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
64.2KNew |
$1.49M - $1.51M
|
64.2K
$1.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41.5K+ 19.49% |
$964K - $978K
|
254K
$5.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28.4KNew |
$662K - $671K
|
28.4K
$656K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
27.1KNew |
$629K - $638K
|
27.1K
$624K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.8K+ 72.02% |
$601K - $609K
|
61.7K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
22.5KNew |
$524K - $532K
|
22.5K
$520K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.3K+ 11.69% |
$496K - $503K
|
204K
$4.7M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
17.2KNew |
$399K - $405K
|
17.2K
$396K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13K+ 10.76% |
$303K - $308K
|
134K
$3.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
13KNew |
$301K - $306K
|
13K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
12.9KNew |
$299K - $304K
|
12.9K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
11.7KNew |
$272K - $276K
|
11.7K
$270K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10K+ 49.58% |
$233K - $237K
|
30.3K
$699K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.51K+ 79.58% |
$221K - $224K
|
21.5K
$495K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.11K+ 23.19% |
$212K - $215K
|
48.4K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
8.86K+ 49.64% |
$206K - $209K
|
26.7K
$617K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.54KNew |
$199K - $201K
|
8.54K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
8.51K+ 22.14% |
$198K - $201K
|
47K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.28K+ 6.48% |
$99.5K - $101K
|
70.3K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.04KNew |
$93.9K - $95.3K
|
4.04K
$93.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.8K+ 8.32% |
$88.3K - $89.6K
|
49.4K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
2.12KNew |
$49.3K - $50K
|
2.12K
$48.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.97K+ 18.29% |
$45.7K - $46.4K
|
12.7K
$293K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.78K+ 0.92% |
$41.4K - $42K
|
195K
$4.51M
|
|