Kathmere Capital Management, LLC Invesco Bulletshares 2027 Muni Transaction History

Kathmere Capital Management, LLC

  • $1.34 Billion
  • Q3 2025

A detailed history of Kathmere Capital Management, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Kathmere Capital Management, LLC holds 126,686 shares of BSMR stock, worth $3 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
126,686
Previous 140,666 9.94%
Holding current value
$3 Million
Previous $3.3 Million 9.21%
% of portfolio
0.22%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$23.46 - $23.77 $327,970 - $332,304
-13,980 Reduced 9.94%
126,686 $3 Million
Q2 2025

Jul 16, 2025
BUY
$23.03 - $23.64 $3.24 Million - $3.33 Million
140,666 New
140,666 $3.3 Million
Q4 2024

Jan 14, 2025
BUY
$23.55 - $23.9 $521,820 - $529,576
22,158 New
22,158 $522,000

Others Institutions Holding BSMR

# of Institutions
130
Shares Held
8.17M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2027 MUNI

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