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 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
252KNew |
$5.7M - $5.88M
|
252K
$5.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50K+ 25.17% |
$1.13M - $1.17M
|
248K
$5.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
48.6KNew |
$1.1M - $1.14M
|
48.6K
$1.14M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.9K+ 20.91% |
$1.02M - $1.05M
|
260K
$6.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
41.5K+ 25.04% |
$940K - $968K
|
207K
$4.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.2K+ 10.28% |
$797K - $822K
|
377K
$8.85M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
28KNew |
$634K - $653K
|
28K
$656K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.8K+ 11.53% |
$562K - $579K
|
240K
$5.62M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.7K+ 41.61% |
$559K - $576K
|
83.9K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.2K+ 31.39% |
$525K - $541K
|
97K
$2.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
22.3KNew |
$506K - $521K
|
22.3K
$523K
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
21.6KNew |
$489K - $504K
|
21.6K
$506K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
18K+ 42.59% |
$409K - $421K
|
60.4K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.7K+ 111.73% |
$380K - $391K
|
31.7K
$744K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
15.8K+ 11.51% |
$358K - $369K
|
153K
$3.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.5K+ 6.45% |
$352K - $362K
|
256K
$6M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
15.4KNew |
$348K - $359K
|
15.4K
$360K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
15.1KNew |
$343K - $353K
|
15.1K
$355K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
12.5K+ 14.24% |
$283K - $292K
|
100K
$2.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
11.1KNew |
$251K - $258K
|
11.1K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.2K+ 6.8% |
$232K - $239K
|
160K
$3.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
10K+ 8.43% |
$227K - $234K
|
129K
$3.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.24KNew |
$209K - $216K
|
9.24K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.78K+ 58.05% |
$199K - $205K
|
23.9K
$560K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
8.7K+ 67.1% |
$197K - $203K
|
21.7K
$508K
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
8.64KNew |
$196K - $202K
|
8.64K
$203K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
8.6K+ 5.58% |
$195K - $201K
|
163K
$3.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.73K+ 16.03% |
$175K - $181K
|
56K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.64K+ 3.19% |
$151K - $155K
|
215K
$5.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.01K+ 14.56% |
$136K - $140K
|
47.3K
$1.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
5.71K+ 17.7% |
$129K - $133K
|
38K
$890K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.5K+ 51.62% |
$125K - $128K
|
16.1K
$378K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.18KNew |
$117K - $121K
|
5.18K
$121K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5KNew |
$113K - $117K
|
5K
$117K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.25K+ 8.7% |
$96.2K - $99.1K
|
53.1K
$1.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.24KNew |
$96.1K - $99K
|
4.24K
$99.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
3.89K+ 2.83% |
$88.2K - $90.9K
|
141K
$3.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.65K+ 22.84% |
$60.1K - $61.9K
|
14.3K
$334K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.5K+ 25.43% |
$56.7K - $58.4K
|
12.3K
$289K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.17K+ 12.18% |
$49.2K - $50.7K
|
20K
$469K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.08K+ 16.33% |
$47K - $48.5K
|
14.8K
$347K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2K+ 10.79% |
$45.3K - $46.7K
|
20.5K
$481K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.92K+ 13.61% |
$43.5K - $44.8K
|
16K
$375K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.77K+ 3.6% |
$40K - $41.2K
|
50.9K
$1.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.45KNew |
$32.8K - $33.8K
|
1.45K
$33.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.09K+ 3.83% |
$24.7K - $25.5K
|
29.5K
$692K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.02K+ 4.74% |
$23.1K - $23.8K
|
22.6K
$529K
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
835+ 8.1% |
$18.9K - $19.5K
|
11.1K
$261K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
579+ 2.98% |
$13.1K - $13.5K
|
20K
$469K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
433+ 3.68% |
$9.81K - $10.1K
|
12.2K
$286K
|