Horizons Wealth Management Invesco Bulletshares 2028 Muni Transaction History

Horizons Wealth Management

$131 Million
Q4 2024

A detailed history of Horizons Wealth Management transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Horizons Wealth Management holds 19,437 shares of BSMS stock, worth $454,048. This represents 0.35% of its overall portfolio holdings.

Number of Shares

19,437

Previous 18,892 2.88%

Holding current value

$454,048

Previous $445,000 1.8%

% of portfolio

0.35%

Previous 0.34%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 06, 2025	BUY	$23.26 - $23.6 $12,676 - $12,862	545 Added 2.88%	19,437 $453,000
Q2 2024 Jul 22, 2024	SELL	$23.05 - $23.43 $622 - $632	-27 Reduced 0.14%	18,892 $438,000
Q4 2023 Jan 05, 2024	BUY	$22.32 - $23.75 $26,694 - $28,405	1,196 Added 6.75%	18,919 $449,000
Q3 2023 Oct 12, 2023	BUY	$22.53 - $23.52 $71,037 - $74,158	3,153 Added 21.64%	17,723 $399,000
Q2 2023 Jul 03, 2023	BUY	$23.08 - $23.89 $56,476 - $58,458	2,447 Added 20.18%	14,570 $340,000
Q1 2023 Apr 06, 2023	BUY	$23.18 - $23.92 $55,214 - $56,977	2,382 Added 24.45%	12,123 $286,000
Q4 2022 Jan 03, 2023	BUY	$22.2 - $23.45 $166,833 - $176,226	7,515 Added 337.6%	9,741 $226,000
Q2 2022 Aug 19, 2022	BUY	$22.8 - $24.25 $50,752 - $53,980	2,226 New	2,226 $53,000

Others Institutions Holding BSMS

# of Institutions

Shares Held

3.69M

Call Options Held

Put Options Held

View Full List

About INVESCO BULLETSHARES 2028 MUNI

Ticker BSMS
Sector ETFs
Industry ETFs

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Horizons Wealth Management Invesco Bulletshares 2028 Muni Transaction History