Accurate Wealth Management, LLC Invesco Bulletshares 2029 Muni Transaction History

Accurate Wealth Management, LLC

  • $688 Million
  • Q4 2025

A detailed history of Accurate Wealth Management, LLC transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 12,063 shares of BSMT stock, worth $278,414. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,063
Previous 9,966 21.04%
Holding current value
$278,414
Previous $230,000 20.87%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Jan 13, 2026
BUY
$23.01 - $23.18 $48,251 - $48,608
2,097 Added 21.04%
12,063 $278,000
Q3 2025

Oct 20, 2025
BUY
$22.71 - $23.24 $226,327 - $231,609
9,966 New
9,966 $230,000

Others Institutions Holding BSMT

# of Institutions
107
Shares Held
6.59M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2029 MUNI

BSMT Quotes by TradingView
  • Ticker BSMT
  • Sector ETFs
  • Industry ETFs
More about BSMT
Track This Portfolio

Track Accurate Wealth Management, LLC Portfolio

Follow Accurate Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accurate Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accurate Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email