Kathmere Capital Management, LLC Invesco Bulletshares 2028 Muni Transaction History

Kathmere Capital Management, LLC

  • $1.34 Billion
  • Q3 2025

A detailed history of Kathmere Capital Management, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Kathmere Capital Management, LLC holds 237,702 shares of BSMS stock, worth $5.58 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
237,702
Previous 251,708 5.56%
Holding current value
$5.58 Million
Previous $5.84 Million 4.68%
% of portfolio
0.42%
Previous 0.48%

Shares

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

Oct 22, 2025
SELL
$23.12 - $23.59 $323,818 - $330,401
-14,006 Reduced 5.56%
237,702 $5.57 Million
Q2 2025

Jul 16, 2025
BUY
$22.66 - $23.35 $5.7 Million - $5.88 Million
251,708 New
251,708 $5.84 Million
Q4 2024

Jan 14, 2025
BUY
$23.26 - $23.6 $524,117 - $531,778
22,533 New
22,533 $525,000

Others Institutions Holding BSMS

# of Institutions
113
Shares Held
6.61M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2028 MUNI

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