Wingate Wealth Advisors, Inc. Invesco Bulletshares 2026 Muni Transaction History

Wingate Wealth Advisors, Inc.

  • $144 Billion
  • Q3 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 15,140 shares of BSMQ stock, worth $358,061. This represents 0.25% of its overall portfolio holdings.

Number of Shares
15,140
Previous 15,033 0.71%
Holding current value
$358,061
Previous $354 Million 0.99%
% of portfolio
0.25%
Previous 0.32%

Shares

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

Oct 23, 2025
BUY
$23.48 - $23.7 $2,512 - $2,535
107 Added 0.71%
15,140 $358 Million
Q2 2025

Jul 29, 2025
BUY
$23.2 - $23.63 $2,459 - $2,504
106 Added 0.71%
15,033 $354 Million
Q1 2025

Apr 23, 2025
BUY
$23.55 - $23.74 $151,026 - $152,244
6,413 Added 75.32%
14,927 $352 Million
Q4 2024

Jan 28, 2025
BUY
$23.48 - $23.73 $199,908 - $202,037
8,514 New
8,514 $201 Million

Others Institutions Holding BSMQ

# of Institutions
147
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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