A detailed history of Wealthcare Advisory Partners LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 31,920 shares of BSMR stock, worth $755,546. This represents 0.02% of its overall portfolio holdings.

Number of Shares
31,920
Previous 33,220 3.91%
Holding current value
$755,546
Previous $779,000 3.08%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 07, 2025

SELL
$23.46 - $23.77 $30,498 - $30,901
-1,300 Reduced 3.91%
31,920 $755,000
Q2 2025

Jul 22, 2025

BUY
$23.03 - $23.64 $54,627 - $56,074
2,372 Added 7.69%
33,220 $779,000
Q4 2024

Jan 15, 2025

BUY
$23.55 - $23.9 $726,470 - $737,267
30,848 New
30,848 $728,000

Others Institutions Holding BSMR

About INVESCO BULLETSHARES 2027 MUNI


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

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners 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 Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.