Lpl Financial LLC Invesco Bulletshares 2029 Muni Transaction History

Lpl Financial LLC

$320 Billion
Q3 2025

A detailed history of Lpl Financial LLC transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Lpl Financial LLC holds 247,954 shares of BSMT stock, worth $5.72 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

247,954

Previous 215,478 15.07%

Holding current value

$5.72 Million

Previous $4.89 Million 17.04%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$22.71 - $23.24 $737,529 - $754,742	32,476 Added 15.07%	247,954 $5.73 Million
Q2 2025 Aug 12, 2025	BUY	$22.22 - $22.92 $45,817 - $47,261	2,062 Added 0.97%	215,478 $4.89 Million
Q1 2025 May 07, 2025	BUY	$22.66 - $23.19 $875,899 - $896,386	38,654 Added 22.12%	213,416 $4.85 Million
Q4 2024 Feb 11, 2025	BUY	$22.83 - $23.36 $997,807 - $1.02 Million	43,706 Added 33.35%	174,762 $4.01 Million
Q3 2024 Nov 08, 2024	BUY	$22.87 - $23.34 $1.06 Million - $1.08 Million	46,306 Added 54.64%	131,056 $3.05 Million

Q2 2024 Aug 07, 2024	BUY	$22.73 - $23.17 $210,888 - $214,971	9,278 Added 12.29%	84,750 $1.94 Million
Q1 2024 May 10, 2024	BUY	$23.21 - $23.53 $53,847 - $54,589	2,320 Added 3.17%	75,472 $1.75 Million
Q4 2023 Feb 14, 2024	BUY	$21.83 - $23.53 $219,347 - $236,429	10,048 Added 15.92%	73,152 $1.72 Million
Q3 2023 Nov 13, 2023	BUY	$22.11 - $23.13 $342,837 - $358,653	15,506 Added 32.58%	63,104 $1.4 Million
Q2 2023 Jul 31, 2023	BUY	$22.71 - $23.63 $235,139 - $244,665	10,354 Added 27.8%	47,598 $1.09 Million
Q1 2023 May 10, 2023	BUY	$22.84 - $23.63 $75,440 - $78,049	3,303 Added 9.73%	37,244 $871,000
Q4 2022 Feb 07, 2023	BUY	$21.79 - $23.16 $412,702 - $438,650	18,940 Added 126.26%	33,941 $777,000
Q3 2022 Nov 14, 2022	BUY	$21.95 - $23.64 $90,697 - $97,680	4,132 Added 38.02%	15,001 $329,000
Q2 2022 Aug 12, 2022	BUY	$22.35 - $24.08 $242,922 - $261,725	10,869 New	10,869 $249,000

Others Institutions Holding BSMT

# of Institutions

106

Shares Held

6.61M

Call Options Held

Put Options Held

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About INVESCO BULLETSHARES 2029 MUNI

Ticker BSMT
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Lpl Financial LLC Invesco Bulletshares 2029 Muni Transaction History