Kestra Advisory Services, LLC Invesco Bulletshares 2027 Muni Transaction History

Kestra Advisory Services, LLC

$20.1 Billion
Q3 2025

A detailed history of Kestra Advisory Services, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 41,879 shares of BSMR stock, worth $991,275. This represents 0.0% of its overall portfolio holdings.

Number of Shares

41,879

Previous 41,758 0.29%

Holding current value

$991,275

Previous $980,000 1.02%

% of portfolio

0.0%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$23.46 - $23.77 $2,838 - $2,876	121 Added 0.29%	41,879 $990,000
Q2 2025 Aug 14, 2025	SELL	$23.03 - $23.64 $6,563 - $6,737	-285 Reduced 0.68%	41,758 $980,000
Q1 2025 May 14, 2025	BUY	$23.49 - $23.77 $48,882 - $49,465	2,081 Added 5.21%	42,043 $990,000
Q4 2024 Feb 10, 2025	SELL	$23.55 - $23.9 $490,381 - $497,669	-20,823 Reduced 34.26%	39,962 $943,000
Q3 2024 Nov 13, 2024	BUY	$23.41 - $23.78 $45,509 - $46,228	1,944 Added 3.3%	60,785 $1.44 Million

Q2 2024 Aug 14, 2024	BUY	$23.32 - $23.62 $486,968 - $493,232	20,882 Added 55.01%	58,841 $1.38 Million
Q1 2024 May 15, 2024	SELL	$23.62 - $23.88 $47,428 - $47,951	-2,008 Reduced 5.02%	37,959 $898,000
Q4 2023 Feb 14, 2024	BUY	$22.68 - $23.9 $906,451 - $955,211	39,967 New	39,967 $955,000

Others Institutions Holding BSMR

# of Institutions

130

Shares Held

8.17M

Call Options Held

Put Options Held

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About INVESCO BULLETSHARES 2027 MUNI

Ticker BSMR
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Kestra Advisory Services, LLC Invesco Bulletshares 2027 Muni Transaction History