Beaumont Financial Partners, LLC Invesco Bulletshares 2027 Muni Transaction History

Beaumont Financial Partners, LLC

$1.04 Billion
Q3 2022

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$23.2 - $24.21 $150,080 - $156,614	-6,469 Reduced 8.07%	73,720 $1.74 Million
Q1 2022 May 09, 2022	SELL	$24.2 - $25.8 $41,841 - $44,608	-1,729 Reduced 2.11%	80,189 $1.94 Million
Q4 2021 Feb 07, 2022	SELL	$25.62 - $25.85 $81,753 - $82,487	-3,191 Reduced 3.75%	81,918 $2.11 Million
Q3 2021 Nov 12, 2021	SELL	$25.75 - $26.11 $81,164 - $82,298	-3,152 Reduced 3.57%	85,109 $2.19 Million
Q2 2021 Aug 04, 2021	SELL	$25.57 - $26.04 $69,371 - $70,646	-2,713 Reduced 2.98%	88,261 $0
Q1 2021 May 04, 2021	SELL	$25.37 - $26.03 $4.93 Million - $5.06 Million	-194,331 Reduced 68.11%	90,974 $2.32 Million
Q4 2020 Feb 08, 2021	SELL	$25.1 - $25.81 $124,872 - $128,404	-4,975 Reduced 1.71%	285,305 $7.36 Million
Q3 2020 Nov 02, 2020	BUY	$25.07 - $25.72 $7.28 Million - $7.47 Million	290,280 New	290,280 $7.35 Million

Others Institutions Holding BSMR

# of Institutions

83

Shares Held

4.44M

Call Options Held

0

Put Options Held

0

About INVESCO BULLETSHARES 2027 MUNI

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