Paulson Wealth Management Inc. Invesco Bulletshares 2029 Muni Transaction History

Paulson Wealth Management Inc.

  • $409 Million
  • Q3 2025

A detailed history of Paulson Wealth Management Inc. transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 30,237 shares of BSMT stock, worth $697,869. This represents 0.17% of its overall portfolio holdings.

Number of Shares
30,237
Previous 17,648 71.33%
Holding current value
$697,869
Previous $400,000 74.5%
% of portfolio
0.17%
Previous 0.11%

Shares

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

Nov 03, 2025
BUY
$22.71 - $23.24 $285,896 - $292,568
12,589 Added 71.33%
30,237 $698,000
Q2 2025

Aug 06, 2025
SELL
$22.22 - $22.92 $21,131 - $21,796
-951 Reduced 5.11%
17,648 $400,000
Q1 2025

May 12, 2025
BUY
$22.66 - $23.19 $162,336 - $166,133
7,164 Added 62.65%
18,599 $422,000
Q4 2024

Feb 13, 2025
BUY
$22.83 - $23.36 $261,061 - $267,121
11,435 New
11,435 $262,000

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
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