A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 11,214 shares of BSMS stock, worth $263,080. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,214
Previous 11,205 0.08%
Holding current value
$263,080
Previous $262,000 0.38%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 08, 2026

BUY
$23.34 - $23.51 $210 - $211
9 Added 0.08%
11,214 $263,000
Q3 2025

Oct 29, 2025

SELL
$23.12 - $23.59 $199,016 - $203,062
-8,608 Reduced 43.45%
11,205 $262,000
Q2 2025

Jul 10, 2025

BUY
$22.66 - $23.35 $1,155 - $1,190
51 Added 0.26%
19,813 $459,000
Q1 2025

Apr 16, 2025

BUY
$23.1 - $23.56 $54,954 - $56,049
2,379 Added 13.69%
19,762 $458,000
Q4 2024

Mar 17, 2025

BUY
$23.26 - $23.6 $404,328 - $410,238
17,383 New
17,383 $405,000

Others Institutions Holding BSMS

About INVESCO BULLETSHARES 2028 MUNI


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

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.