Accurate Wealth Management, LLC Invesco Bulletshares 2028 Muni Transaction History

Accurate Wealth Management, LLC

  • $688 Million
  • Q4 2025

A detailed history of Accurate Wealth Management, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 30,660 shares of BSMS stock, worth $719,283. This represents 0.1% of its overall portfolio holdings.

Number of Shares
30,660
Previous 9,741 214.75%
Holding current value
$719,283
Previous $228,000 215.35%
% of portfolio
0.1%
Previous 0.03%

Shares

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

Jan 13, 2026
BUY
$23.34 - $23.51 $488,249 - $491,805
20,919 Added 214.75%
30,660 $719,000
Q3 2025

Oct 20, 2025
BUY
$23.12 - $23.59 $225,211 - $229,790
9,741 New
9,741 $228,000

Others Institutions Holding BSMS

# of Institutions
116
Shares Held
6.74M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2028 MUNI

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