New Edge Advisors, LLC Invesco Bulletshares 2029 Muni Transaction History

New Edge Advisors, LLC

  • $20.5 Billion
  • Q3 2025

A detailed history of New Edge Advisors, LLC transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, New Edge Advisors, LLC holds 156,288 shares of BSMT stock, worth $3.61 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
156,288
Previous 148,285 5.4%
Holding current value
$3.61 Million
Previous $3.37 Million 7.22%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2025
BUY
$22.71 - $23.24 $181,748 - $185,989
8,003 Added 5.4%
156,288 $3.61 Million
Q2 2025

Aug 14, 2025
BUY
$22.22 - $22.92 $238,376 - $245,885
10,728 Added 7.8%
148,285 $3.37 Million
Q1 2025

May 15, 2025
BUY
$22.66 - $23.19 $2.02 Million - $2.07 Million
89,215 Added 184.55%
137,557 $3.13 Million
Q4 2024

Feb 13, 2025
BUY
$22.83 - $23.36 $1.1 Million - $1.13 Million
48,342 New
48,342 $1.11 Million

Others Institutions Holding BSMT

# of Institutions
106
Shares Held
6.61M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2029 MUNI

BSMT Quotes by TradingView
  • Ticker BSMT
  • Sector ETFs
  • Industry ETFs
More about BSMT
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email