Purchases and Sales Made in Q2 2025 in Invesco Bulletshares 2028 Muni (BSMS)
This table provides information about the institutional ownership of Invesco Bulletshares 2028 Muni (BSMS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-555- 2.76% |
$12.6K - $13K
|
19.5K
$454K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.49K- 1.33% |
$56.4K - $58.1K
|
185K
$4.3M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.65K- 3.15% |
$82.8K - $85.3K
|
112K
$2.61M
|