Paulson Wealth Management Inc. Invesco Bulletshares 2027 Muni Transaction History

Paulson Wealth Management Inc.

  • $409 Million
  • Q3 2025

A detailed history of Paulson Wealth Management Inc. transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 56,937 shares of BSMR stock, worth $1.35 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
56,937
Previous 41,456 37.34%
Holding current value
$1.35 Million
Previous $972,000 38.58%
% of portfolio
0.33%
Previous 0.26%

Shares

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

Nov 03, 2025
BUY
$23.46 - $23.77 $363,184 - $367,983
15,481 Added 37.34%
56,937 $1.35 Million
Q2 2025

Aug 06, 2025
SELL
$23.03 - $23.64 $70,425 - $72,291
-3,058 Reduced 6.87%
41,456 $972,000
Q1 2025

May 12, 2025
BUY
$23.49 - $23.77 $20,835 - $21,083
887 Added 2.03%
44,514 $1.05 Million
Q4 2024

Feb 13, 2025
BUY
$23.55 - $23.9 $60,264 - $61,160
2,559 Added 6.23%
43,627 $1.03 Million
Q3 2024

Nov 05, 2024
BUY
$23.41 - $23.78 $149,215 - $151,573
6,374 Added 18.37%
41,068 $973,000
Q2 2024

Jul 25, 2024
BUY
$23.32 - $23.62 $148,198 - $150,105
6,355 Added 22.42%
34,694 $814,000
Q1 2024

May 03, 2024
BUY
$23.62 - $23.88 $57,018 - $57,646
2,414 Added 9.31%
28,339 $670,000
Q4 2023

Feb 13, 2024
BUY
$22.68 - $23.9 $50,100 - $52,795
2,209 Added 9.31%
25,925 $619,000
Q3 2023

Nov 01, 2023
SELL
$22.87 - $23.69 $2,995 - $3,103
-131 Reduced 0.55%
23,716 $542,000
Q2 2023

Aug 01, 2023
BUY
$23.32 - $24.05 $39,037 - $40,259
1,674 Added 7.55%
23,847 $562,000
Q1 2023

May 09, 2023
BUY
$23.42 - $24.09 $188,624 - $194,020
8,054 Added 57.04%
22,173 $529,000
Q4 2022

Jan 26, 2023
BUY
$22.63 - $23.68 $319,512 - $334,337
14,119 New
14,119 $0

Others Institutions Holding BSMR

# of Institutions
130
Shares Held
8.21M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2027 MUNI

BSMR Quotes by TradingView
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