Beacon Pointe Advisors, LLC Invesco Bulletshares 2026 Muni Transaction History

Beacon Pointe Advisors, LLC

  • $8.76 Billion
  • Q1 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 31,385 shares of BSMQ stock, worth $736,605. This represents 0.01% of its overall portfolio holdings.

Number of Shares
31,385
Previous 31,379 0.02%
Holding current value
$736,605
Previous $739,000 0.14%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$23.55 - $23.74 $141 - $142
6 Added 0.02%
31,385 $740,000
Q4 2024

Feb 14, 2025
BUY
$23.48 - $23.73 $140 - $142
6 Added 0.02%
31,379 $739,000
Q3 2024

Nov 14, 2024
BUY
$23.47 - $23.74 $5,421 - $5,483
231 Added 0.74%
31,373 $744,000
Q2 2024

Aug 12, 2024
BUY
$23.36 - $23.58 $104,676 - $105,661
4,481 Added 16.81%
31,142 $731,000
Q1 2024

May 14, 2024
BUY
$23.57 - $23.76 $59,749 - $60,231
2,535 Added 10.51%
26,661 $628,000
Q4 2023

Feb 08, 2024
BUY
$22.83 - $23.75 $195,927 - $203,822
8,582 Added 55.21%
24,126 $572,000
Q3 2023

Nov 14, 2023
BUY
$22.98 - $23.62 $91 - $94
4 Added 0.03%
15,544 $357,000
Q2 2023

Aug 11, 2023
BUY
$23.29 - $23.94 $17,351 - $17,835
745 Added 5.04%
15,540 $365,000
Q1 2023

May 12, 2023
BUY
$23.36 - $23.99 $124,298 - $127,650
5,321 Added 56.16%
14,795 $351,000
Q4 2022

Feb 14, 2023
BUY
$22.76 - $23.69 $215,628 - $224,439
9,474 New
9,474 $222,000

Others Institutions Holding BSMQ

# of Institutions
143
Shares Held
7.92M
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
Track This Portfolio

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe 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 Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email