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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
11.1KNew |
$251K - $258K
|
11.1K
$257K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.65K+ 22.84% |
$60.1K - $61.9K
|
14.3K
$331K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.45KNew |
$32.8K - $33.8K
|
1.45K
$33.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
579+ 2.98% |
$13.1K - $13.5K
|
20K
$464K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
51+ 0.26% |
$1.16K - $1.19K
|
19.8K
$460K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
152K+ 1087.6% |
$3.5M - $3.57M
|
166K
$3.84M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
138KNew |
$3.18M - $3.24M
|
138K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
61.2K+ 523.17% |
$1.41M - $1.44M
|
73K
$1.69M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.5K+ 18.11% |
$1.21M - $1.24M
|
342K
$7.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
43.7K+ 58.39% |
$1.01M - $1.03M
|
119K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40K+ 22.87% |
$925K - $943K
|
215K
$4.99M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
36.5KNew |
$842K - $859K
|
36.5K
$846K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.6KNew |
$707K - $721K
|
30.6K
$710K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
29.2K+ 46.09% |
$675K - $688K
|
92.6K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.9K+ 50.44% |
$576K - $587K
|
74.4K
$1.73M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
24.9K+ 13.55% |
$575K - $586K
|
208K
$4.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
20K+ 16.14% |
$461K - $470K
|
144K
$3.33M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17.8K+ 8293.95% |
$412K - $420K
|
18K
$419K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16.3K+ 13.51% |
$377K - $385K
|
137K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.1K+ 11.96% |
$371K - $378K
|
150K
$3.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
15.8K+ 59.22% |
$364K - $371K
|
42.3K
$982K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
15K+ 9.28% |
$346K - $352K
|
176K
$4.09M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.1K+ 19.69% |
$281K - $286K
|
73.8K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11.4KNew |
$264K - $269K
|
11.4K
$265K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.1K+ 5.43% |
$256K - $261K
|
215K
$4.98M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
11K+ 14.32% |
$254K - $259K
|
87.8K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
10.9KNew |
$252K - $257K
|
10.9K
$253K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
10.3KNew |
$238K - $243K
|
10.3K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.36K+ 27.59% |
$193K - $197K
|
38.6K
$896K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.5K+ 75.78% |
$150K - $153K
|
15.1K
$350K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
5.85K+ 61.39% |
$135K - $138K
|
15.4K
$357K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5.42KNew |
$125K - $128K
|
5.42K
$126K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.32K+ 30.86% |
$123K - $125K
|
22.6K
$524K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.2K+ 59.85% |
$120K - $122K
|
13.9K
$322K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.64K+ 44.84% |
$107K - $109K
|
15K
$348K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.96K+ 39.1% |
$91.5K - $93.3K
|
14.1K
$327K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.03K+ 1.55% |
$69.9K - $71.3K
|
198K
$4.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.83K+ 77.4% |
$65.3K - $66.6K
|
6.48K
$150K
|
|
|
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
$430K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.49K+ 9.32% |
$57.5K - $58.6K
|
29.2K
$678K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.09K+ 8.09% |
$48.3K - $49.3K
|
27.9K
$648K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.74K+ 10.78% |
$40.1K - $40.9K
|
17.8K
$413K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.18K+ 2.46% |
$27.3K - $27.8K
|
49.1K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.06K+ 3.93% |
$24.6K - $25.1K
|
28.1K
$652K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.05K+ 5.11% |
$24.2K - $24.7K
|
21.6K
$500K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
970+ 11.23% |
$22.4K - $22.9K
|
9.61K
$223K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
849New |
$19.6K - $20K
|
849
$19.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
800New |
$18.5K - $18.8K
|
800
$18.6K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
646+ 5.81% |
$14.9K - $15.2K
|
11.8K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
625+ 6.24% |
$14.4K - $14.7K
|
10.6K
$247K
|
|