Beacon Pointe Advisors, LLC Invesco Bulletshares 2027 Muni Transaction History

Beacon Pointe Advisors, LLC

$11.3 Billion
Q3 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 18,343 shares of BSMR stock, worth $434,178. This represents 0.0% of its overall portfolio holdings.

Number of Shares

18,343

Previous 16,122 13.78%

Holding current value

$434,178

Previous $378,000 14.55%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$23.46 - $23.77 $52,104 - $52,793	2,221 Added 13.78%	18,343 $433,000
Q2 2025 Aug 13, 2025	SELL	$23.03 - $23.64 $4,744 - $4,869	-206 Reduced 1.26%	16,122 $378,000
Q1 2025 May 13, 2025	BUY	$23.49 - $23.77 $140 - $142	6 Added 0.04%	16,328 $384,000
Q4 2024 Feb 14, 2025	BUY	$23.55 - $23.9 $47,241 - $47,943	2,006 Added 14.01%	16,322 $385,000
Q3 2024 Nov 14, 2024	SELL	$23.41 - $23.78 $24,931 - $25,325	-1,065 Reduced 6.92%	14,316 $339,000

Q2 2024 Aug 12, 2024	BUY	$23.32 - $23.62 $29,826 - $30,209	1,279 Added 9.07%	15,381 $361,000
Q1 2024 May 14, 2024	BUY	$23.62 - $23.88 $9,967 - $10,077	422 Added 3.08%	14,102 $333,000
Q4 2023 Feb 08, 2024	BUY	$22.68 - $23.9 $310,262 - $326,952	13,680 New	13,680 $326,000
Q2 2023 Aug 11, 2023	BUY	$23.32 - $24.05 $198,033 - $204,232	8,492 New	8,492 $200,000

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
Sector ETFs
Industry ETFs

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Beacon Pointe Advisors, LLC Invesco Bulletshares 2027 Muni Transaction History