A detailed history of Vest Gen Advisors, LLC transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 135,610 shares of BSMT stock, worth $3.13 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
135,610
Previous 139,894 3.06%
Holding current value
$3.13 Million
Previous $3.2 Billion 2.19%
% of portfolio
0.1%
Previous 0.13%

Shares

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

Nov 14, 2025

SELL
$22.71 - $23.24 $97,289 - $99,560
-4,284 Reduced 3.06%
135,610 $3.13 Billion
Q2 2025

Aug 13, 2025

BUY
$22.22 - $22.92 $169,671 - $175,017
7,636 Added 5.77%
139,894 $3.2 Billion
Q1 2025

May 13, 2025

BUY
$22.66 - $23.19 $3 Million - $3.07 Million
132,258 New
132,258 $3.01 Billion

Others Institutions Holding BSMT

About INVESCO BULLETSHARES 2029 MUNI


  • Ticker BSMT
  • Sector ETFs
  • Industry ETFs
More about BSMT
Track This Portfolio

Track Vest Gen Advisors, LLC Portfolio

Follow Vest Gen 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 Vest Gen Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vest Gen Advisors, LLC with notifications on news.