Beacon Pointe Advisors, LLC Invesco Bulletshares 2029 Muni Transaction History

Beacon Pointe Advisors, LLC

  • $9.37 Billion
  • Q2 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 17,350 shares of BSMT stock, worth $401,652. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,350
Previous 16,904 2.64%
Holding current value
$401,652
Previous $384,000 2.6%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$22.22 - $22.92 $9,910 - $10,222
446 Added 2.64%
17,350 $394,000
Q1 2025

May 13, 2025
BUY
$22.66 - $23.19 $14,796 - $15,143
653 Added 4.02%
16,904 $384,000
Q4 2024

Feb 14, 2025
SELL
$22.83 - $23.36 $49,632 - $50,784
-2,174 Reduced 11.8%
16,251 $372,000
Q3 2024

Nov 14, 2024
SELL
$22.87 - $23.34 $19,393 - $19,792
-848 Reduced 4.4%
18,425 $428,000
Q2 2024

Aug 12, 2024
BUY
$22.73 - $23.17 $64,621 - $65,872
2,843 Added 17.3%
19,273 $441,000
Q1 2024

May 14, 2024
BUY
$23.21 - $23.53 $22,258 - $22,565
959 Added 6.2%
16,430 $381,000
Q4 2023

Feb 08, 2024
BUY
$21.83 - $23.53 $337,731 - $364,032
15,471 New
15,471 $363,000

Others Institutions Holding BSMT

# of Institutions
99
Shares Held
6.22M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2029 MUNI

BSMT Quotes by TradingView
  • Ticker BSMT
  • Sector ETFs
  • Industry ETFs
More about BSMT
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