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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-196K- 95.38% |
$4.36M - $4.5M
|
9.51K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-64.9K- 49.6% |
$1.44M - $1.49M
|
66K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.1K- 35.01% |
$692K - $714K
|
57.8K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-25.5K- 46.32% |
$566K - $584K
|
29.5K
$676K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-14.6K- 46.77% |
$323K - $333K
|
16.6K
$379K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-12.2K- 7.32% |
$270K - $279K
|
154K
$3.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.1K- 8.03% |
$202K - $209K
|
104K
$2.38M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-9.07K- 63.45% |
$201K - $208K
|
5.22K
$120K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-8.09K- 3.44% |
$180K - $185K
|
227K
$5.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.59K- 92.85% |
$124K - $128K
|
431
$9.86K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.58K- 15.18% |
$79.6K - $82.1K
|
20K
$458K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.59K- 1.36% |
$57.5K - $59.4K
|
189K
$4.31M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.66K- 1.46% |
$36.9K - $38.1K
|
112K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.54K- 0.31% |
$34.3K - $35.4K
|
495K
$11.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.06K- 25.69% |
$23.5K - $24.2K
|
3.06K
$70K
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-951- 5.11% |
$21.1K - $21.8K
|
17.6K
$404K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-841- 2.85% |
$18.7K - $19.3K
|
28.7K
$656K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-586- 4.91% |
$13K - $13.4K
|
11.3K
$259K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-501- 0.54% |
$11.1K - $11.5K
|
92.5K
$2.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-373- 1.88% |
$8.29K - $8.55K
|
19.4K
$445K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-373- 2.39% |
$8.29K - $8.55K
|
15.2K
$348K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-75- 0.82% |
$1.67K - $1.72K
|
9.02K
$206K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-959- 6.14% |
$21.7K - $22.2K
|
14.7K
$336K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-800- 14.72% |
$18.1K - $18.6K
|
4.63K
$106K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-52- 1.09% |
$1.18K - $1.21K
|
4.73K
$108K
|
|
| 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
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-183- 1.65% |
$4.18K - $4.27K
|
10.9K
$249K
|
|
| Q2 2024 | |||||||
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-3- 1.39% |
$68.2 - $69.5
|
213
$4.87K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-225- 1.66% |
$4.97K - $5.2K
|
13.3K
$304K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-40.8K- 99.28% |
$927K - $965K
|
295
$6.75K
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-3.81K- 17.34% |
$83K - $88.2K
|
18.2K
$416K
|
|
| 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
|
|