Captrust Financial Advisors Invesco Bulletshares 2025 Muni Transaction History

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025

A detailed history of Captrust Financial Advisors transactions in Invesco Bulletshares 2025 Muni stock. As of the latest transaction made, Captrust Financial Advisors holds 9,996 shares of BSMP stock, worth $245,301. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,996
Previous 9,996 -0.0%
Holding current value
$245,301
Previous $244,000 0.41%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$24.41 - $24.65 $129,055 - $130,324
-5,287 Reduced 34.59%
9,996 $244,000
Q4 2024

Feb 14, 2025
SELL
$24.45 - $24.62 $148,093 - $149,123
-6,057 Reduced 28.38%
15,283 $374,000
Q3 2024

Nov 14, 2024
BUY
$24.29 - $24.63 $31,358 - $31,797
1,291 Added 6.44%
21,340 $522,000
Q2 2024

Aug 14, 2024
SELL
$24.2 - $24.39 $146,458 - $147,608
-6,052 Reduced 23.19%
20,049 $486,000
Q1 2024

May 15, 2024
SELL
$24.34 - $24.55 $318,391 - $321,138
-13,081 Reduced 33.39%
26,101 $635,000
Q4 2023

Feb 14, 2024
BUY
$23.89 - $24.55 $287,778 - $295,729
12,046 Added 44.39%
39,182 $961,000
Q3 2023

Nov 14, 2023
BUY
$24.0 - $24.45 $21,192 - $21,589
883 Added 3.36%
27,136 $651,000
Q2 2023

Aug 14, 2023
BUY
$24.16 - $24.64 $217,778 - $222,104
9,014 Added 52.29%
26,253 $639,000
Q1 2023

May 15, 2023
BUY
$24.18 - $24.7 $192,206 - $196,340
7,949 Added 85.57%
17,239 $423,000
Q4 2022

Feb 15, 2023
SELL
$23.73 - $24.49 $92,404 - $95,364
-3,894 Reduced 29.54%
9,290 $225,000
Q2 2022

Aug 16, 2022
BUY
$24.19 - $24.82 $65,385 - $67,088
2,703 Added 25.79%
13,184 $323,000
Q1 2022

May 16, 2022
BUY
$24.73 - $25.96 $171,774 - $180,318
6,946 Added 196.49%
10,481 $260,000
Q3 2021

Nov 16, 2021
BUY
$25.96 - $26.13 $34,916 - $35,144
1,345 Added 61.42%
3,535 $92,000
Q1 2021

May 17, 2021
BUY
$25.73 - $26.13 $56,348 - $57,224
2,190 New
2,190 $57,000

Others Institutions Holding BSMP

# of Institutions
139
Shares Held
7.27M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2025 MUNI

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  • Sector ETFs
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