Cornerstone Wealth Management, LLC Invesco Bulletshares 2026 Muni Transaction History

Cornerstone Wealth Management, LLC

$1.59 Billion
Q2 2025

A detailed history of Cornerstone Wealth Management, LLC transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 56,185 shares of BSMQ stock, worth $1.33 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

56,185

Previous 46,135 21.78%

Holding current value

$1.33 Million

Previous $1.09 Million 21.71%

% of portfolio

0.08%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$23.2 - $23.63 $233,160 - $237,481	10,050 Added 21.78%	56,185 $1.32 Million
Q1 2025 Apr 18, 2025	BUY	$23.55 - $23.74 $86,758 - $87,458	3,684 Added 8.68%	46,135 $1.09 Million
Q4 2024 Jan 17, 2025	BUY	$23.48 - $23.73 $94,859 - $95,869	4,040 Added 10.52%	42,451 $1 Million
Q3 2024 Oct 16, 2024	BUY	$23.47 - $23.74 $47,221 - $47,764	2,012 Added 5.53%	38,411 $911,000
Q2 2024 Jul 16, 2024	BUY	$23.36 - $23.58 $37,843 - $38,199	1,620 Added 4.66%	36,399 $855,000
Q1 2024 Apr 19, 2024	BUY	$23.57 - $23.76 $11,478 - $11,571	487 Added 1.42%	34,779 $819,000
Q4 2023 Jan 10, 2024	BUY	$22.83 - $23.75 $782,886 - $814,435	34,292 New	34,292 $814,000

Others Institutions Holding BSMQ

# of Institutions

153

Shares Held

8.09M

Call Options Held

Put Options Held

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About INVESCO BULLETSHARES 2026 MUNI

Ticker BSMQ
Sector ETFs
Industry ETFs

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Cornerstone Wealth Management, LLC Invesco Bulletshares 2026 Muni Transaction History