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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28.4KNew |
$662K - $671K
|
28.4K
$662K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
22.5KNew |
$524K - $532K
|
22.5K
$525K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
20.9K+ 76.95% |
$486K - $493K
|
48.1K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
12.6K+ 19.63% |
$293K - $298K
|
76.8K
$1.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
11.6KNew |
$270K - $274K
|
11.6K
$270K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.3K+ 182.83% |
$240K - $243K
|
16K
$372K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
8.58KNew |
$200K - $202K
|
8.58K
$200K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.54KNew |
$199K - $201K
|
8.54K
$199K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
8.53KNew |
$198K - $201K
|
8.53K
$199K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
6.36K+ 32.63% |
$148K - $150K
|
25.9K
$602K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.38K+ 12.09% |
$125K - $127K
|
49.9K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.58K+ 6.51% |
$107K - $108K
|
74.9K
$1.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
2.12KNew |
$49.3K - $50K
|
2.12K
$49.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
850+ 7.73% |
$19.8K - $20.1K
|
11.8K
$276K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
575New |
$13.4K - $13.6K
|
575
$13.4K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
545+ 2.88% |
$12.7K - $12.9K
|
19.4K
$453K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
264+ 0.48% |
$6.14K - $6.23K
|
55.7K
$1.3M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
50.8KNew |
$1.18M - $1.2M
|
50.8K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
47.9K+ 160.04% |
$1.11M - $1.13M
|
77.9K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
44.3K+ 384.96% |
$1.03M - $1.04M
|
55.8K
$1.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.8K+ 19.27% |
$946K - $963K
|
253K
$5.89M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.3KNew |
$910K - $926K
|
39.3K
$915K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
38.5KNew |
$890K - $907K
|
38.5K
$896K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.3K+ 15.02% |
$586K - $597K
|
194K
$4.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.4K+ 51.2% |
$518K - $527K
|
66K
$1.54M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
16.1KNew |
$374K - $381K
|
16.1K
$376K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
15.5K+ 8.84% |
$359K - $366K
|
191K
$4.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14.2K+ 42.51% |
$329K - $335K
|
47.6K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
11.8KNew |
$273K - $278K
|
11.8K
$275K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
10.7KNew |
$249K - $253K
|
10.7K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.4KNew |
$240K - $245K
|
10.4K
$242K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
9.53KNew |
$221K - $225K
|
9.53K
$222K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.05K+ 10.99% |
$210K - $213K
|
91.4K
$2.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
8.49KNew |
$197K - $200K
|
8.49K
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
7.11KNew |
$165K - $168K
|
7.11K
$166K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
6.57KNew |
$152K - $155K
|
6.57K
$153K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
6.48K+ 56.89% |
$150K - $153K
|
17.9K
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.54K+ 374.81% |
$105K - $107K
|
5.75K
$134K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.47K+ 34.92% |
$103K - $105K
|
17.3K
$402K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.28K+ 38.58% |
$99K - $101K
|
15.4K
$358K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.28K+ 2.83% |
$99K - $101K
|
156K
$3.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.27K+ 97.78% |
$98.8K - $101K
|
8.64K
$201K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
3.8K+ 18.18% |
$88K - $89.6K
|
24.7K
$575K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.49K+ 10.78% |
$80.8K - $82.3K
|
35.9K
$835K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.46K+ 2.94% |
$80.1K - $81.6K
|
121K
$2.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.37K+ 1.61% |
$78.1K - $79.5K
|
213K
$4.96M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.57K+ 7.94% |
$59.6K - $60.7K
|
35K
$815K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.54K+ 18.48% |
$58.9K - $60K
|
16.3K
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.64K+ 8.79% |
$37.9K - $38.6K
|
20.2K
$472K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.48K+ 3.34% |
$34.2K - $34.8K
|
45.6K
$1.06M
|
|