Aa Financial Advisors, LLC Invesco Bulletshares 2027 Muni Transaction History

Aa Financial Advisors, LLC

  • $541 Billion
  • Q4 2025

A detailed history of Aa Financial Advisors, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Aa Financial Advisors, LLC holds 27,051 shares of BSMR stock, worth $640,297. This represents 0.12% of its overall portfolio holdings.

Number of Shares
27,051
Previous 22,821 18.54%
Holding current value
$640,297
Previous $540 Million 18.56%
% of portfolio
0.12%
Previous 0.11%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
$23.58 - $23.73 $99,743 - $100,377
4,230 Added 18.54%
27,051 $640 Million
Q3 2025

Oct 14, 2025
BUY
$23.46 - $23.77 $304 - $309
13 Added 0.06%
22,821 $540 Million
Q2 2025

Jul 11, 2025
BUY
$23.03 - $23.64 $50,573 - $51,913
2,196 Added 10.65%
22,808 $535 Million
Q1 2025

Apr 17, 2025
BUY
$23.49 - $23.77 $12,214 - $12,360
520 Added 2.59%
20,612 $485 Million
Q4 2024

Jan 23, 2025
SELL
$23.55 - $23.9 $52,422 - $53,201
-2,226 Reduced 9.97%
20,092 $474 Million
Q3 2024

Oct 18, 2024
BUY
$23.41 - $23.78 $39,679 - $40,307
1,695 Added 8.22%
22,318 $529 Million
Q2 2024

Jul 16, 2024
BUY
$23.32 - $23.62 $39,737 - $40,248
1,704 Added 9.01%
20,623 $484 Million
Q1 2024

May 03, 2024
BUY
$23.62 - $23.88 $446,866 - $451,785
18,919 New
18,919 $448 Million

Others Institutions Holding BSMR

# of Institutions
130
Shares Held
8.21M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2027 MUNI

BSMR Quotes by TradingView
  • Ticker BSMR
  • Sector ETFs
  • Industry ETFs
More about BSMR
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