Purchases and Sales Made in Q1 2025 in Invesco Bulletshares 2028 Muni (BSMS)
This table provides information about the institutional ownership of Invesco Bulletshares 2028 Muni (BSMS) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2028 MUNI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
140+ 0.59% |
$3.23K - $3.3K
|
23.7K
$550K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
129+ 0.4% |
$2.98K - $3.04K
|
32.3K
$749K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
52+ 0.6% |
$1.2K - $1.23K
|
8.74K
$203K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12+ 0.1% |
$277 - $283
|
11.6K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-24- 0.07% |
$554 - $565
|
35.1K
$815K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-208- 0.37% |
$4.8K - $4.9K
|
55.5K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-246- 1.91% |
$5.68K - $5.8K
|
12.6K
$293K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-428- 33.33% |
$9.89K - $10.1K
|
856
$19.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-800- 9.38% |
$18.5K - $18.8K
|
7.73K
$179K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.34K- 11.98% |
$30.9K - $31.5K
|
9.83K
$228K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.21K- 4.38% |
$51.1K - $52.1K
|
48.2K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.03K- 1.93% |
$70.1K - $71.5K
|
154K
$3.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-8.64K- 17.32% |
$200K - $204K
|
41.3K
$957K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-10.8K- 45.27% |
$250K - $255K
|
13.1K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-12.1K- 56.43% |
$280K - $285K
|
9.35K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.8K- 5.41% |
$318K - $324K
|
240K
$5.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-28K- 58.17% |
$646K - $659K
|
20.1K
$466K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-152K- 56.67% |
$3.5M - $3.57M
|
116K
$2.69M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-260K- 94.5% |
$6M - $6.12M
|
15.1K
$351K
|