Latest Institutional Sells of Invesco Bulletshares 2029 Muni (BSMT)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2029 Muni (BSMT) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-120K- 52.81% |
$2.73M - $2.79M
|
107K
$2.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-39.2K- 6.42% |
$890K - $911K
|
571K
$13.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-17.2K- 58.27% |
$391K - $400K
|
12.3K
$285K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-8.76K- 3.05% |
$199K - $203K
|
278K
$6.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.66K- 6.39% |
$151K - $155K
|
97.5K
$2.25M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.05K- 25.97% |
$115K - $117K
|
14.4K
$332K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-5.05K- 33.13% |
$115K - $117K
|
10.2K
$235K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-4.4K- 25.21% |
$100K - $102K
|
13.1K
$301K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-4.28K- 3.06% |
$97.3K - $99.6K
|
136K
$3.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-3.98K- 17.53% |
$90.4K - $92.5K
|
18.7K
$432K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.89K- 11.36% |
$88.4K - $90.5K
|
30.4K
$701K
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.34K- 4.89% |
$53.2K - $54.4K
|
45.5K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.72K- 6.68% |
$39.1K - $40K
|
24.1K
$556K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.63K- 2.47% |
$36.9K - $37.8K
|
64.2K
$1.48M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.46K- 2.22% |
$33.1K - $33.9K
|
64.3K
$1.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-553- 0.68% |
$12.6K - $12.9K
|
81K
$1.87M
|
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-195- 0.84% |
$4.43K - $4.53K
|
23K
$531K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-151- 4.93% |
$3.43K - $3.51K
|
2.91K
$67.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-81- 1.71% |
$1.84K - $1.88K
|
4.65K
$107K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-196K- 95.38% |
$4.36M - $4.5M
|
9.51K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-64.9K- 49.6% |
$1.44M - $1.49M
|
66K
$1.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.59K- 92.85% |
$124K - $128K
|
431
$9.95K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-586- 4.91% |
$13K - $13.4K
|
11.3K
$262K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-959- 6.14% |
$21.7K - $22.2K
|
14.7K
$339K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-800- 14.72% |
$18.1K - $18.6K
|
4.63K
$107K
|
|
| Q4 2024 | |||||||
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-46.4KClosed |
$1.06M - $1.08M
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.58K- 29.6% |
$105K - $107K
|
10.9K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-183- 1.65% |
$4.18K - $4.27K
|
10.9K
$252K
|
|
| Q2 2024 | |||||||
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-3- 1.39% |
$68.2 - $69.5
|
213
$4.92K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-225- 1.66% |
$4.97K - $5.2K
|
13.3K
$307K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-40.8K- 99.28% |
$927K - $965K
|
295
$6.81K
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-3.81K- 17.34% |
$83K - $88.2K
|
18.2K
$419K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-166Closed |
$4.3K - $4.4K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 09, 2021
Q2 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-8.37KClosed |
$215K - $220K
|
0
$0
|
|