Kathmere Capital Management, LLC Invesco Bulletshares 2028 Muni Transaction History

Kathmere Capital Management, LLC

  • $1.23 Billion
  • Q2 2025

A detailed history of Kathmere Capital Management, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Kathmere Capital Management, LLC holds 251,708 shares of BSMS stock, worth $5.9 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
251,708
Holding current value
$5.9 Million
% of portfolio
0.48%

Shares

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

Jul 16, 2025
BUY
$22.66 - $23.35 $5.7 Million - $5.88 Million
251,708 New
251,708 $5.84 Million
Q4 2024

Jan 14, 2025
BUY
$23.26 - $23.6 $524,117 - $531,778
22,533 New
22,533 $525,000

Others Institutions Holding BSMS

# of Institutions
105
Shares Held
5.44M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2028 MUNI

BSMS Quotes by TradingView
  • Ticker BSMS
  • Sector ETFs
  • Industry ETFs
More about BSMS
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.

Choose your preferred platform and Sign Up 👇 Telegram Email