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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
426KNew |
$9.73M - $9.96M
|
426K
$9.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
133KNew |
$3.04M - $3.11M
|
133K
$3.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
68KNew |
$1.55M - $1.59M
|
68K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
58.9KNew |
$1.34M - $1.38M
|
58.9K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
53.8K+ 63.3% |
$1.23M - $1.26M
|
139K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
52.2K+ 38.7% |
$1.19M - $1.22M
|
187K
$4.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
52K+ 67.39% |
$1.19M - $1.22M
|
129K
$2.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
51.6K+ 127.38% |
$1.18M - $1.21M
|
92.1K
$2.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
50.9KNew |
$1.16M - $1.19M
|
50.9K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
48.3KNew |
$1.1M - $1.13M
|
48.3K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
47.3K+ 18.04% |
$1.08M - $1.1M
|
309K
$7.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.7K+ 33.35% |
$998K - $1.02M
|
175K
$4.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
33.1K+ 32.15% |
$756K - $774K
|
136K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
30K+ 10.64% |
$685K - $701K
|
312K
$7.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
27.4KNew |
$626K - $641K
|
27.4K
$633K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.1K+ 24.99% |
$619K - $634K
|
136K
$3.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.3K+ 108.05% |
$601K - $615K
|
50.7K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
21K+ 29.75% |
$479K - $490K
|
91.5K
$2.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
20.7KNew |
$472K - $483K
|
20.7K
$477K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
16.8KNew |
$385K - $393K
|
16.8K
$388K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
16.6K+ 40.35% |
$379K - $388K
|
57.7K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.7K+ 119.64% |
$357K - $366K
|
28.7K
$663K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
15.4K+ 41.98% |
$352K - $360K
|
52.1K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.5KNew |
$331K - $339K
|
14.5K
$334K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
12.2KNew |
$278K - $285K
|
12.2K
$281K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
12K+ 107.53% |
$273K - $280K
|
23.1K
$533K
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
11.4KNew |
$261K - $267K
|
11.4K
$264K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.6KNew |
$243K - $248K
|
10.6K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
9.85K+ 9.23% |
$225K - $230K
|
117K
$2.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.9K+ 19.13% |
$203K - $208K
|
55.4K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
8.82KNew |
$201K - $206K
|
8.82K
$203K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
8.7KNew |
$199K - $203K
|
8.7K
$201K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
8.7K+ 99.14% |
$199K - $203K
|
17.5K
$403K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.65KNew |
$197K - $202K
|
8.65K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.3K+ 5.56% |
$167K - $171K
|
139K
$3.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
6.46K+ 33.03% |
$147K - $151K
|
26K
$600K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.4K+ 6.06% |
$146K - $150K
|
112K
$2.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
5.43KNew |
$124K - $127K
|
5.43K
$125K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.66K+ 2.55% |
$106K - $109K
|
187K
$4.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.3K+ 9.34% |
$98.1K - $100K
|
50.4K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.12KNew |
$94K - $96.2K
|
4.12K
$95K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.38K+ 2891.45% |
$77.2K - $79K
|
3.5K
$80.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
3.14KNew |
$71.7K - $73.3K
|
3.14K
$72.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.71K+ 3.86% |
$62K - $63.4K
|
72.9K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.1K+ 8.23% |
$47.9K - $49K
|
27.6K
$636K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.02K+ 7.31% |
$46.2K - $47.3K
|
29.7K
$685K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.99K+ 18.92% |
$45.4K - $46.5K
|
12.5K
$288K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.51K+ 7.91% |
$34.4K - $35.2K
|
20.6K
$474K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.28K+ 12.21% |
$29.2K - $29.9K
|
11.7K
$271K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
966+ 22.44% |
$22.1K - $22.6K
|
5.27K
$122K
|