Latest Institutional Purchases of Invesco Bulletshares 2029 Muni (BSMT)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2029 Muni (BSMT) 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
206KNew |
$4.66M - $4.77M
|
206K
$4.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
191KNew |
$4.33M - $4.43M
|
191K
$4.31M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
143K+ 2706.62% |
$3.23M - $3.31M
|
148K
$3.33M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
132KNew |
$3M - $3.07M
|
132K
$2.98M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
125K+ 113.11% |
$2.83M - $2.9M
|
235K
$5.31M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
89.2K+ 184.55% |
$2.02M - $2.07M
|
138K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
60.6K+ 1930.52% |
$1.37M - $1.41M
|
63.7K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48.4K+ 10.8% |
$1.1M - $1.12M
|
496K
$11.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.7K+ 22.12% |
$876K - $896K
|
213K
$4.81M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.6K+ 76.67% |
$875K - $895K
|
89K
$2.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
37K+ 28.66% |
$840K - $859K
|
166K
$3.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
36.4K+ 49.94% |
$825K - $845K
|
109K
$2.46M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
29.1K+ 50.35% |
$658K - $674K
|
86.8K
$1.96M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
24.3K+ 12.99% |
$551K - $564K
|
211K
$4.77M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.1K+ 80.37% |
$523K - $536K
|
51.8K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
21.4KNew |
$484K - $496K
|
21.4K
$482K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.2K+ 23.02% |
$480K - $492K
|
113K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.3K+ 10.81% |
$459K - $470K
|
208K
$4.68M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.6KNew |
$399K - $409K
|
17.6K
$397K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16.1KNew |
$365K - $374K
|
16.1K
$364K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
14.5K+ 10.67% |
$329K - $337K
|
151K
$3.39M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.8K+ 9.64% |
$291K - $298K
|
146K
$3.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
11.4K+ 3.68% |
$258K - $264K
|
321K
$7.23M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
10.4K+ 11.4% |
$236K - $242K
|
102K
$2.3M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10.1K+ 244.69% |
$230K - $235K
|
14.3K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
9.63KNew |
$218K - $223K
|
9.63K
$217K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
9.25KNew |
$210K - $215K
|
9.25K
$209K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.84K+ 6.51% |
$200K - $205K
|
145K
$3.26M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
8.11K+ 15.55% |
$184K - $188K
|
60.2K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.4K+ 5.34% |
$168K - $172K
|
146K
$3.29M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
7.16K+ 62.65% |
$162K - $166K
|
18.6K
$419K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.6K+ 75.86% |
$150K - $153K
|
15.3K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.59K+ 11.03% |
$127K - $130K
|
56.3K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5.51KNew |
$125K - $128K
|
5.51K
$124K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.4K+ 33.05% |
$122K - $125K
|
21.7K
$490K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.24K+ 59.46% |
$119K - $122K
|
14.1K
$317K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.6K+ 32.58% |
$104K - $107K
|
18.7K
$422K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.5K+ 23.52% |
$102K - $104K
|
23.6K
$532K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.48K+ 16.26% |
$102K - $104K
|
32.1K
$723K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.49K+ 13.43% |
$79.2K - $81K
|
29.5K
$665K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.8K+ 5.05% |
$63.5K - $65K
|
58.2K
$1.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
2.04K+ 2.24% |
$46.2K - $47.2K
|
93K
$2.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.84K+ 3.46% |
$41.7K - $42.7K
|
55K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.72K+ 18.42% |
$38.9K - $39.8K
|
11K
$249K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.51K+ 1.35% |
$34.3K - $35.1K
|
113K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.08K+ 3.92% |
$24.4K - $24.9K
|
28.5K
$643K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
991+ 11.36% |
$22.5K - $23K
|
9.71K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
764+ 1.65% |
$17.3K - $17.7K
|
47K
$1.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
700New |
$15.9K - $16.2K
|
700
$15.8K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
653+ 4.02% |
$14.8K - $15.1K
|
16.9K
$381K
|