Precedent Wealth Partners, LLC Invesco Bulletshares 2027 Muni Transaction History

Precedent Wealth Partners, LLC

$477 Billion
Q4 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 157,893 shares of BSMR stock, worth $3.74 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

157,893

Previous 146,146 8.04%

Holding current value

$3.74 Million

Previous $3.46 Billion 8.06%

% of portfolio

0.78%

Previous 0.76%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$23.58 - $23.73 $276,994 - $278,756	11,747 Added 8.04%	157,893 $3.74 Billion
Q3 2025 Oct 14, 2025	BUY	$23.46 - $23.77 $408,485 - $413,883	17,412 Added 13.53%	146,146 $3.46 Billion
Q2 2025 Jul 21, 2025	BUY	$23.03 - $23.64 $311,780 - $320,038	13,538 Added 11.75%	128,734 $3.02 Billion
Q1 2025 Apr 17, 2025	BUY	$23.49 - $23.77 $1 Million - $1.02 Million	42,713 Added 58.93%	115,196 $2.71 Billion
Q4 2024 Jan 21, 2025	BUY	$23.55 - $23.9 $62,360 - $63,287	2,648 Added 3.79%	72,483 $1.71 Billion

Q3 2024 Oct 17, 2024	BUY	$23.41 - $23.78 $278,789 - $283,196	11,909 Added 20.56%	69,835 $1.66 Billion
Q2 2024 Jul 23, 2024	BUY	$23.32 - $23.62 $216,619 - $219,406	9,289 Added 19.1%	57,926 $1.36 Billion
Q1 2024 Apr 23, 2024	BUY	$23.62 - $23.88 $236,696 - $239,301	10,021 Added 25.95%	48,637 $1.15 Billion
Q4 2023 Jan 18, 2024	BUY	$22.68 - $23.9 $875,810 - $922,922	38,616 New	38,616 $923 Million

Others Institutions Holding BSMR

# of Institutions

129

Shares Held

8.21M

Call Options Held

Put Options Held

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About INVESCO BULLETSHARES 2027 MUNI

Ticker BSMR
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Precedent Wealth Partners, LLC Invesco Bulletshares 2027 Muni Transaction History