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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
121KNew |
$2.81M - $2.85M
|
121K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
79.5K+ 102.06% |
$1.85M - $1.88M
|
157K
$3.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
64.2KNew |
$1.49M - $1.51M
|
64.2K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41.5K+ 19.49% |
$964K - $978K
|
254K
$5.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37K+ 14.63% |
$860K - $873K
|
290K
$6.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
32.2K+ 35.26% |
$750K - $761K
|
124K
$2.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28.4KNew |
$662K - $671K
|
28.4K
$668K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
27.1KNew |
$629K - $638K
|
27.1K
$635K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.8K+ 72.02% |
$601K - $609K
|
61.7K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
22.5KNew |
$524K - $532K
|
22.5K
$529K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.3K+ 11.69% |
$496K - $503K
|
204K
$4.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
20.9K+ 76.95% |
$486K - $493K
|
48.1K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
20K+ 304.69% |
$466K - $473K
|
26.6K
$624K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
16.1K+ 367.7% |
$375K - $380K
|
20.5K
$481K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15.8K+ 33.15% |
$367K - $372K
|
63.4K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13K+ 10.76% |
$303K - $308K
|
134K
$3.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
13KNew |
$301K - $306K
|
13K
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
12.9KNew |
$299K - $304K
|
12.9K
$302K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
12.6K+ 19.63% |
$293K - $298K
|
76.8K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
11.7KNew |
$272K - $276K
|
11.7K
$275K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
11.6KNew |
$270K - $274K
|
11.6K
$272K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.3K+ 182.83% |
$240K - $243K
|
16K
$375K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10K+ 49.58% |
$233K - $237K
|
30.3K
$711K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.51K+ 79.58% |
$221K - $224K
|
21.5K
$504K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.11K+ 23.19% |
$212K - $215K
|
48.4K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
8.86K+ 49.64% |
$206K - $209K
|
26.7K
$627K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
8.69KNew |
$202K - $205K
|
8.69K
$204K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
8.68KNew |
$202K - $205K
|
8.68K
$204K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
8.58KNew |
$200K - $202K
|
8.58K
$201K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.54KNew |
$199K - $201K
|
8.54K
$200K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
8.53KNew |
$198K - $201K
|
8.53K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
8.51K+ 22.14% |
$198K - $201K
|
47K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
6.36K+ 32.63% |
$148K - $150K
|
25.9K
$607K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
5.66K+ 3.63% |
$132K - $133K
|
161K
$3.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.38K+ 12.09% |
$125K - $127K
|
49.9K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.58K+ 6.51% |
$107K - $108K
|
74.9K
$1.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.28K+ 6.48% |
$99.5K - $101K
|
70.3K
$1.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.04KNew |
$93.9K - $95.3K
|
4.04K
$94.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.8K+ 8.32% |
$88.3K - $89.6K
|
49.4K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.65KNew |
$84.9K - $86.1K
|
3.65K
$85.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
2.12KNew |
$49.3K - $50K
|
2.12K
$49.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.97K+ 18.29% |
$45.7K - $46.4K
|
12.7K
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.78K+ 0.92% |
$41.4K - $42K
|
195K
$4.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
850+ 7.73% |
$19.8K - $20.1K
|
11.8K
$278K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
725+ 4.72% |
$16.9K - $17.1K
|
16.1K
$378K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
575New |
$13.4K - $13.6K
|
575
$13.5K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
545+ 2.88% |
$12.7K - $12.9K
|
19.4K
$456K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
540+ 5.08% |
$12.6K - $12.7K
|
11.2K
$262K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
428+ 50.0% |
$9.96K - $10.1K
|
1.28K
$30.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
264+ 0.48% |
$6.14K - $6.23K
|
55.7K
$1.31M
|