Ep Wealth Advisors, LLC Invesco Bulletshares 2026 Muni Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 12,016 shares of BSMQ stock, worth $284,178. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,016
Previous 16,372 26.61%
Holding current value
$284,178
Previous $386,000 26.68%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$23.2 - $23.63 $101,059 - $102,932
-4,356 Reduced 26.61%
12,016 $283,000
Q4 2024

Feb 13, 2025
BUY
$23.48 - $23.73 $384,414 - $388,507
16,372 New
16,372 $385,000

Others Institutions Holding BSMQ

# of Institutions
148
Shares Held
8.65M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2026 MUNI

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