Purchases and Sales Made in Q3 2024 in Invesco Bulletshares 2029 Muni (BSMT)
This table provides information about the institutional ownership of Invesco Bulletshares 2029 Muni (BSMT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
106KNew |
$2.41M - $2.46M
|
106K
$2.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
55.5K+ 11.27% |
$1.27M - $1.29M
|
548K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
51.8K+ 22.5% |
$1.18M - $1.21M
|
282K
$6.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47K+ 76.34% |
$1.07M - $1.1M
|
109K
$2.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.3K+ 54.64% |
$1.06M - $1.08M
|
131K
$3.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39K+ 313.1% |
$893K - $911K
|
51.5K
$1.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
33K+ 74.65% |
$755K - $771K
|
77.2K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
26.2K+ 34.1% |
$599K - $611K
|
103K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.3KNew |
$577K - $589K
|
25.3K
$584K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
24.3K+ 52.4% |
$555K - $566K
|
70.5K
$1.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
20.5K+ 8.5% |
$469K - $479K
|
262K
$6.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.6K+ 46.45% |
$334K - $341K
|
46.1K
$1.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
13.6K+ 49.31% |
$311K - $317K
|
41.1K
$951K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
12.3K+ 10.01% |
$281K - $286K
|
135K
$3.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
11.8K+ 86.41% |
$270K - $276K
|
25.5K
$589K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11.6K+ 19.88% |
$266K - $272K
|
70.2K
$1.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.1KNew |
$254K - $259K
|
11.1K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11K+ 30.98% |
$252K - $257K
|
46.5K
$1.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
10.5KNew |
$241K - $246K
|
10.5K
$243K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
10.5KNew |
$239K - $244K
|
10.5K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
9.37KNew |
$214K - $219K
|
9.37K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
7.19KNew |
$164K - $168K
|
7.19K
$166K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
5.19K+ 5.77% |
$119K - $121K
|
95K
$2.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5.18K+ 36.01% |
$118K - $121K
|
19.6K
$452K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.52K+ 38.22% |
$103K - $105K
|
16.3K
$378K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.34K+ 21.69% |
$99.3K - $101K
|
24.4K
$563K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.3K+ 97.24% |
$98.3K - $100K
|
8.72K
$202K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.25K+ 11.88% |
$97.2K - $99.2K
|
40K
$925K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.1K+ 4.0% |
$93.8K - $95.7K
|
107K
$2.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
4K+ 12.23% |
$91.5K - $93.4K
|
36.7K
$849K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.08K+ 250.57% |
$70.4K - $71.8K
|
4.31K
$99.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.16K+ 19.47% |
$49.4K - $50.4K
|
13.3K
$306K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.08KNew |
$47.6K - $48.5K
|
2.08K
$48.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.37K+ 14.63% |
$31.3K - $32K
|
10.7K
$248K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.06K+ 8.84% |
$24.3K - $24.8K
|
13.1K
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
979+ 8.7% |
$22.4K - $22.8K
|
12.2K
$283K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
780+ 3.97% |
$17.8K - $18.2K
|
20.4K
$473K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
750New |
$17.2K - $17.5K
|
750
$17.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
500+ 0.65% |
$11.4K - $11.7K
|
77.6K
$1.8M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
430+ 1.4% |
$9.83K - $10K
|
31.1K
$719K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
293New |
$6.7K - $6.84K
|
293
$6.77K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
178+ 0.32% |
$4.07K - $4.15K
|
56.1K
$1.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
117New |
$2.68K - $2.73K
|
117
$2.71K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-151- 3.06% |
$3.45K - $3.52K
|
4.79K
$111K
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-221- 1.95% |
$5.05K - $5.16K
|
11.1K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-848- 4.4% |
$19.4K - $19.8K
|
18.4K
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-888- 0.67% |
$20.3K - $20.7K
|
131K
$3.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.74K- 4.12% |
$39.8K - $40.6K
|
40.5K
$936K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2K- 6.74% |
$45.8K - $46.7K
|
27.7K
$640K
|