Fortress Wealth Management, Inc. Invesco Bulletshares 2026 Muni Transaction History

Fortress Wealth Management, Inc.

$180 Million
Q3 2024

A detailed history of Fortress Wealth Management, Inc. transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 27,235 shares of BSMQ stock, worth $641,111. This represents 0.36% of its overall portfolio holdings.

Number of Shares

27,235

Previous 27,043 0.71%

Holding current value

$641,111

Previous $635,000 1.73%

% of portfolio

0.36%

Previous 0.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$23.47 - $23.74 $4,506 - $4,558	192 Added 0.71%	27,235 $646,000
Q2 2024 Jul 16, 2024	BUY	$23.36 - $23.58 $30,227 - $30,512	1,294 Added 5.03%	27,043 $635,000
Q1 2024 Apr 19, 2024	BUY	$23.57 - $23.76 $3,912 - $3,944	166 Added 0.65%	25,749 $606,000
Q4 2023 Feb 12, 2024	BUY	$22.83 - $23.75 $3,744 - $3,895	164 Added 0.65%	25,583 $607,000
Q3 2023 Nov 14, 2023	BUY	$22.98 - $23.62 $3,653 - $3,755	159 Added 0.63%	25,419 $584,000
Q2 2023 Jul 26, 2023	BUY	$23.29 - $23.94 $3,656 - $3,758	157 Added 0.63%	25,260 $593,000
Q1 2023 Apr 20, 2023	BUY	$23.36 - $23.99 $586,406 - $602,220	25,103 New	25,103 $597,000

Others Institutions Holding BSMQ

# of Institutions

108

Shares Held

5.44M

Call Options Held

Put Options Held

View Full List

About INVESCO BULLETSHARES 2026 MUNI

Ticker BSMQ
Sector ETFs
Industry ETFs

More about BSMQ

Track This Portfolio

Portfolio Update

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

News

Stay updated on Fortress Wealth Management, Inc. with notifications on news.

Account

Fortress Wealth Management, Inc. Invesco Bulletshares 2026 Muni Transaction History