Paulson Wealth Management Inc. Invesco Bulletshares 2028 Muni Transaction History

Paulson Wealth Management Inc.

  • $409 Million
  • Q3 2025

A detailed history of Paulson Wealth Management Inc. transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 38,440 shares of BSMS stock, worth $901,802. This represents 0.22% of its overall portfolio holdings.

Number of Shares
38,440
Previous 26,304 46.14%
Holding current value
$901,802
Previous $611,000 47.3%
% of portfolio
0.22%
Previous 0.16%

Shares

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

Nov 03, 2025
BUY
$23.12 - $23.59 $280,584 - $286,288
12,136 Added 46.14%
38,440 $900,000
Q2 2025

Aug 06, 2025
SELL
$22.66 - $23.35 $65,804 - $67,808
-2,904 Reduced 9.94%
26,304 $611,000
Q1 2025

May 12, 2025
BUY
$23.1 - $23.56 $57,495 - $58,640
2,489 Added 9.32%
29,208 $677,000
Q4 2024

Feb 13, 2025
BUY
$23.26 - $23.6 $206,153 - $209,166
8,863 Added 49.64%
26,719 $623,000
Q3 2024

Nov 05, 2024
BUY
$23.15 - $23.58 $149,896 - $152,680
6,475 Added 56.89%
17,856 $421,000
Q2 2024

Jul 25, 2024
BUY
$23.05 - $23.43 $262,332 - $266,656
11,381 New
11,381 $264,000

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
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  • Sector ETFs
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More about BSMS
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