Purchases and Sales Made in Q2 2024 in Invesco Bulletshares 2029 Muni (BSMT)

BSMT Quotes by TradingView

This table provides information about the institutional ownership of Invesco Bulletshares 2029 Muni (BSMT) during Q2 2024. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2029 MUNI.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 14, 2024 Q2 2024
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
230K
New
$5.23M - $5.33M
230K $5.32M
Aug 14, 2024 Q2 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
133K
+ 169.75%
$3.03M - $3.09M
212K $4.9M
Aug 28, 2024 Q2 2024
Farmers National Bank

Danville, KY
BUY
 -
43.3K
New
$985K - $1M
43.3K $1M
Aug 13, 2024 Q2 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
38.6K
+ 8.52%
$878K - $895K
492K $11.4M
Jul 31, 2024 Q2 2024
Commonwealth Equity Services, LLC

BUY
 -
27.8K
+ 82.25%
$632K - $644K
61.6K $1.42M
Aug 15, 2024 Q2 2024
Northwestern Mutual Wealth Management CO

BUY
 -
27.6K
+ 350.41%
$628K - $640K
35.5K $821K
Jul 19, 2024 Q2 2024
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
27.5K
New
$626K - $638K
27.5K $637K
Aug 13, 2024 Q2 2024
Invesco Ltd.

Atlanta, GA
BUY
 -
19.6K
+ 19.08%
$447K - $455K
123K $2.84M
Aug 14, 2024 Q2 2024
Kestra Advisory Services, LLC

BUY
 -
18.5K
+ 31.54%
$420K - $429K
77.1K $1.78M
Oct 17, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
14.5K
+ 12.36%
$331K - $337K
132K $3.06M
Aug 08, 2024 Q2 2024
Steward Partners Investment Advisory, LLC

BUY
 -
12.5K
+ 187.18%
$284K - $290K
19.2K $443K
Aug 08, 2024 Q2 2024
Meridian Wealth Management, LLC

BUY
 -
11.8K
New
$269K - $274K
11.8K $273K
Jul 24, 2024 Q2 2024
Atlantic Union Bankshares Corp

BUY
 -
10.6K
+ 15.94%
$240K - $245K
76.8K $1.78M
Jul 29, 2024 Q2 2024
Key F Inancial Inc

BUY
 -
10.4K
+ 11.29%
$237K - $241K
103K $2.37M
Aug 08, 2024 Q2 2024
Huntington National Bank

Columbus, OH
BUY
 -
10.3K
+ 310.7%
$235K - $240K
13.7K $316K
Aug 09, 2024 Q2 2024
Jacobi Capital Management LLC

BUY
 -
9.36K
New
$213K - $217K
9.36K $216K
Aug 07, 2024 Q2 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
9.28K
+ 12.29%
$211K - $215K
84.8K $1.96M
Jul 16, 2024 Q2 2024
Bill Few Associates, Inc.

BUY
 -
8.77K
New
$199K - $203K
8.77K $203K
Jul 23, 2024 Q2 2024
Precedent Wealth Partners, LLC

Houston, TX
BUY
 -
8.45K
+ 16.85%
$192K - $196K
58.6K $1.35M
Aug 13, 2024 Q2 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
6.44K
+ 17.03%
$146K - $149K
44.2K $1.02M
Aug 08, 2024 Q2 2024
Envestnet Asset Management Inc

BUY
 -
5.65K
+ 15.43%
$128K - $131K
42.2K $976K
Jul 12, 2024 Q2 2024
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
5.21K
+ 56.79%
$118K - $121K
14.4K $332K
Jul 25, 2024 Q2 2024
Hills Bank & Trust CO

BUY
 -
4.79K
+ 2.02%
$109K - $111K
242K $5.58M
Jul 22, 2024 Q2 2024
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
4.34K
+ 16.5%
$98.6K - $101K
30.6K $709K
Aug 13, 2024 Q2 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
3.6K
+ 12.91%
$81.7K - $83.3K
31.4K $727K
Aug 13, 2024 Q2 2024
Ff Advisors,Llc

Manhattan Beach, CA
BUY
 -
3.39K
+ 16.48%
$77.1K - $78.6K
24K $554K
Jul 15, 2024 Q2 2024
Sterling Financial Group, Inc.

Pasadena, CA
BUY
 -
3.17K
+ 3.66%
$72.1K - $73.5K
89.8K $2.08M
Aug 12, 2024 Q2 2024
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
2.84K
+ 17.3%
$64.6K - $65.9K
19.3K $446K
Jul 19, 2024 Q2 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
2.73K
+ 8.26%
$62K - $63.2K
35.8K $827K
Aug 14, 2024 Q2 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2.61K
+ 10.33%
$59.4K - $60.6K
27.9K $645K
Aug 06, 2024 Q2 2024
Asset Dedication, LLC

BUY
 -
2.14K
+ 6.99%
$48.6K - $49.5K
32.7K $756K
Jul 26, 2024 Q2 2024
First Command Advisory Services, Inc.

BUY
 -
1.61K
+ 81.85%
$36.5K - $37.2K
3.57K $82.4K
Aug 14, 2024 Q2 2024
Jones Financial Companies Lllp

BUY
 -
1.23K
New
$27.9K - $28.5K
1.23K $28.4K
Jul 19, 2024 Q2 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
694
+ 5.9%
$15.8K - $16.1K
12.5K $288K
Aug 14, 2024 Q2 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
374
+ 3.21%
$8.5K - $8.67K
12K $278K
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
154
+ 5.06%
$3.5K - $3.57K
3.2K $73.9K
Aug 14, 2024 Q2 2024
Integrated Wealth Concepts LLC

BUY
 -
41
+ 0.21%
$932 - $950
20K $463K
Aug 15, 2024 Q2 2024
Comerica Bank

BUY
 -
26
+ 0.53%
$591 - $602
4.94K $114K
Jul 23, 2024 Q2 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 09, 2024 Q2 2024
Rise Advisors, LLC

SELL
 -
-3
- 1.39%
$68.2 - $69.5
213 $4.92K
Jul 31, 2024 Q2 2024
D.A. Davidson & Co.

SELL
 -
-1.3K
- 9.93%
$29.6K - $30.2K
11.8K $273K
Jul 01, 2024 Q2 2024
Confluence Investment Management LLC

SELL
 -
-1.54K
- 1.23%
$35K - $35.7K
124K $2.87M
Aug 13, 2024 Q2 2024
Ubs Group Ag

SELL
 -
-1.86K
- 3.85%
$42.2K - $43K
46.3K $1.07M
Aug 14, 2024 Q2 2024
Equitable Holdings, Inc.

New York, NY
SELL
 -
-4.4K
- 12.9%
$99.9K - $102K
29.7K $686K
Aug 14, 2024 Q2 2024
Royal Bank Of Canada

Toronto, A6
SELL
 -
-4.59K
- 28.96%
$104K - $106K
11.3K $260K
Jul 10, 2024 Q2 2024
Garrett Investment Advisors LLC

SELL
 -
-7.99K
- 12.5%
$182K - $185K
55.9K $1.29M
Aug 14, 2024 Q2 2024
Jane Street Group, LLC

New York, NY
SELL
 -
-21.9K
- 13.48%
$497K - $507K
141K $3.25M

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