A detailed history of Kathmere Capital Management, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Kathmere Capital Management, LLC holds 140,666 shares of BSMR stock, worth $3.32 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
140,666
Holding current value
$3.32 Million
% of portfolio
0.27%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025

BUY
$23.03 - $23.64 $3.24 Million - $3.33 Million
140,666 New
140,666 $3.3 Million
Q4 2024

Jan 14, 2025

BUY
$23.55 - $23.9 $521,820 - $529,576
22,158 New
22,158 $522,000

Others Institutions Holding BSMR

About INVESCO BULLETSHARES 2027 MUNI


  • Ticker BSMR
  • Sector ETFs
  • Industry ETFs
More about BSMR
Track This Portfolio

Track Kathmere Capital Management, LLC Portfolio

Follow Kathmere Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kathmere Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kathmere Capital Management, LLC with notifications on news.