Precedent Wealth Partners, LLC Invesco Bulletshares 2026 Muni Transaction History

Precedent Wealth Partners, LLC

  • $477 Billion
  • Q4 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 122,388 shares of BSMQ stock, worth $2.89 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
122,388
Previous 128,677 4.89%
Holding current value
$2.89 Million
Previous $3.04 Billion 4.81%
% of portfolio
0.61%
Previous 0.67%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
$23.56 - $23.67 $148,168 - $148,860
-6,289 Reduced 4.89%
122,388 $2.89 Billion
Q3 2025

Oct 14, 2025
BUY
$23.48 - $23.7 $413,060 - $416,930
17,592 Added 15.84%
128,677 $3.04 Billion
Q2 2025

Jul 21, 2025
BUY
$23.2 - $23.63 $233,067 - $237,386
10,046 Added 9.94%
111,085 $2.62 Billion
Q1 2025

Apr 17, 2025
BUY
$23.55 - $23.74 $761,489 - $767,632
32,335 Added 47.06%
101,039 $2.39 Billion
Q4 2024

Jan 21, 2025
BUY
$23.48 - $23.73 $64,335 - $65,020
2,740 Added 4.15%
68,704 $1.62 Billion
Q3 2024

Oct 17, 2024
BUY
$23.47 - $23.74 $280,302 - $283,526
11,943 Added 22.11%
65,964 $1.57 Billion
Q2 2024

Jul 23, 2024
BUY
$23.36 - $23.58 $192,673 - $194,487
8,248 Added 18.02%
54,021 $1.27 Billion
Q1 2024

Apr 23, 2024
BUY
$23.57 - $23.76 $261,862 - $263,973
11,110 Added 32.05%
45,773 $1.08 Billion
Q4 2023

Jan 18, 2024
BUY
$22.83 - $23.75 $791,356 - $823,246
34,663 New
34,663 $823 Million

Others Institutions Holding BSMQ

# of Institutions
146
Shares Held
8.64M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2026 MUNI

BSMQ Quotes by TradingView
  • Ticker BSMQ
  • Sector ETFs
  • Industry ETFs
More about BSMQ
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