Cambridge Investment Research Advisors, Inc. Invesco Bulletshares 2028 Muni Transaction History

Cambridge Investment Research Advisors, Inc.

$29.6 Billion
Q1 2025

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	BUY	$23.05 - $23.43 $1,060 - $1,077	46 Added 0.47%	9,874 $229,000
Q1 2024 Apr 24, 2024	BUY	$23.45 - $23.75 $1,008 - $1,021	43 Added 0.44%	9,828 $231,000
Q4 2023 Feb 09, 2024	BUY	$22.32 - $23.75 $218,401 - $232,393	9,785 New	9,785 $232,000
Q2 2023 Jul 13, 2023	BUY	$23.08 - $23.89 $226,760 - $234,719	9,825 New	9,825 $230,000

Others Institutions Holding BSMS

# of Institutions

Shares Held

4.1M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

290K
Shares

$6.65 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

254K
Shares

$5.83 Million
0.0% of portfolio
Morgan Stanley New York, NY

204K
Shares

$4.67 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

195K
Shares

$4.48 Million
0.01% of portfolio
Central Valley Advisors, LLC Sacramento, CA

188K
Shares

$4.31 Million
1.65% of portfolio

View Full List

About INVESCO BULLETSHARES 2028 MUNI

Ticker BSMS
Sector ETFs
Industry ETFs

More about BSMS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cambridge Investment Research Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cambridge Investment Research Advisors, Inc. with notifications on news.

Account