Beacon Pointe Advisors, LLC Invesco Bulletshares 2029 Muni Transaction History

Beacon Pointe Advisors, LLC

$11.3 Billion
Q3 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 23,297 shares of BSMT stock, worth $537,694. This represents 0.0% of its overall portfolio holdings.

Number of Shares

23,297

Previous 17,350 34.28%

Holding current value

$537,694

Previous $394,000 36.55%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$22.71 - $23.24 $135,056 - $138,208	5,947 Added 34.28%	23,297 $538,000
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

105

Shares Held

6.5M

Call Options Held

Put Options Held

View Full List

About INVESCO BULLETSHARES 2029 MUNI

Ticker BSMT
Sector ETFs
Industry ETFs

More about BSMT

Track This Portfolio

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.

Account

Beacon Pointe Advisors, LLC Invesco Bulletshares 2029 Muni Transaction History