Beacon Pointe Advisors, LLC Invesco Bulletshares 2028 Muni Transaction History

Beacon Pointe Advisors, LLC

$11.3 Billion
Q3 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 18,141 shares of BSMS stock, worth $425,587. This represents 0.0% of its overall portfolio holdings.

Number of Shares

18,141

Previous 12,197 48.73%

Holding current value

$425,587

Previous $283,000 49.82%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$23.12 - $23.59 $137,425 - $140,218	5,944 Added 48.73%	18,141 $424,000
Q2 2025 Aug 13, 2025	BUY	$22.66 - $23.35 $9,811 - $10,110	433 Added 3.68%	12,197 $283,000
Q1 2025 May 13, 2025	BUY	$23.1 - $23.56 $14,922 - $15,219	646 Added 5.81%	11,764 $272,000
Q4 2024 Feb 14, 2025	BUY	$23.26 - $23.6 $139 - $141	6 Added 0.05%	11,118 $259,000
Q3 2024 Nov 14, 2024	SELL	$23.15 - $23.58 $29,539 - $30,088	-1,276 Reduced 10.3%	11,112 $262,000

Q2 2024 Aug 12, 2024	BUY	$23.05 - $23.43 $29,780 - $30,271	1,292 Added 11.64%	12,388 $287,000
Q1 2024 May 14, 2024	BUY	$23.45 - $23.75 $9,966 - $10,093	425 Added 3.98%	11,096 $260,000
Q4 2023 Feb 08, 2024	BUY	$22.32 - $23.75 $238,176 - $253,436	10,671 New	10,671 $253,000

Others Institutions Holding BSMS

# of Institutions

113

Shares Held

6.61M

Call Options Held

Put Options Held

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About INVESCO BULLETSHARES 2028 MUNI

Ticker BSMS
Sector ETFs
Industry ETFs

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Beacon Pointe Advisors, LLC Invesco Bulletshares 2028 Muni Transaction History