BSMU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF - Institutional Ownership - Sellers

Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF

Institutional and Fund Ownership - Sellers

This page shows institutions, funds, and major shareholders that have decreased holdings or closed their positions in their last reporting period. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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File Date Source Investor Type Avg Price
(Est)
Shares Δ Shares
(%)
Reported
Value
($1000)
Δ Value
(%)
Port Alloc
(%)
2025-07-30 13F D.a. Davidson & Co. 0 -100.00 0
2025-07-31 13F Insight Wealth Partners, LLC 105,210 -20.53 2,262 -20.83
2025-07-10 13F Sterling Financial Group, Inc. 27,604 -0.59 593 -1.00
2025-08-01 13F Envestnet Asset Management Inc 83,368 -17.00 1,792 -17.31
2025-08-14 13F Wells Fargo & Company/mn 407,600 -9.20 8,763 -9.54
2025-07-28 13F Harbour Investments, Inc. 268 -56.56 6 -61.54
2025-08-15 13F Captrust Financial Advisors 23,717 -12.39 510 -12.84
2025-08-14 13F Fmr Llc 0 -100.00 0
2025-08-14 13F Raymond James Financial Inc 127,237 -31.99 2,736 -32.25
2025-03-25 13F Higgins & Schmidt Wealth Strategies LLC 0 -100.00 0 -100.00
2025-07-25 13F Hobbs Group Advisors, LLC 0 -100.00 0
2025-08-11 13F PAX Financial Group, LLC 0 -100.00 0
2025-08-11 13F Principal Securities, Inc. 3,239 -27.64 70 -28.87
2025-04-15 13F Collier Financial 4,124 -22.10 89 -22.81
2025-08-04 13F Atria Investments Llc 0 -100.00 0
2025-05-12 13F Bill Few Associates, Inc. 0 -100.00 0
2025-07-09 13F Lincoln Capital Corp 15,017 -18.77 323 -19.10
2025-08-13 13F StoneX Group Inc. 23,755 -20.50 511 -20.81
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 22,916 -47.78 493 -47.99
2025-07-10 13F Global Financial Private Client, LLC 0 -100.00 0
2025-08-14 13F Jane Street Group, Llc 140,831 -34.59 3,028 -34.85
2025-05-05 13F Private Advisor Group, LLC 0 -100.00 0
2025-07-15 13F Garrett Investment Advisors LLC 27,713 -50.51 596 -50.75
2025-08-13 13F Beacon Pointe Advisors, LLC 11,867 -24.97 255 -25.22
2025-07-01 13F Confluence Investment Management Llc 241,752 -2.83 5,198 -3.19
2025-08-14 13F Envision Financial Planning, LLC 67,541 -62.66 1,452 -62.79
2025-05-15 13F Toronto Dominion Bank 0 -100.00 0
2025-08-05 13F Hills Bank & Trust Co 117,881 -65.40 2,534 -65.53
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