A detailed history of Moneco Advisors, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Moneco Advisors, LLC holds 127,682 shares of BSMR stock, worth $3.02 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
127,682
Previous 120,405 6.04%
Holding current value
$3.02 Million
Previous $2.83 Million 6.9%
% of portfolio
0.26%
Previous 0.28%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

BUY
$23.46 - $23.77 $170,718 - $172,974
7,277 Added 6.04%
127,682 $3.02 Million
Q2 2025

Aug 13, 2025

BUY
$23.03 - $23.64 $956,735 - $982,076
41,543 Added 52.68%
120,405 $2.83 Million
Q1 2025

Aug 15, 2025

BUY
$23.49 - $23.77 $571,018 - $577,824
24,309 Added 44.56%
78,862 $1.86 Million
Q1 2025

May 08, 2025

BUY
$23.49 - $23.77 $529,417 - $535,728
22,538 Added 40.01%
78,862 $1.86 Million
Q4 2024

Aug 15, 2025

SELL
$23.55 - $23.9 $1.55 Million - $1.57 Million
-65,852 Reduced 54.69%
54,553 $1.29 Million
Q4 2024

Feb 03, 2025

BUY
$23.55 - $23.9 $418,106 - $424,320
17,754 Added 46.03%
56,324 $1.33 Million
Q3 2024

Oct 24, 2024

BUY
$23.41 - $23.78 $346,374 - $351,848
14,796 Added 62.24%
38,570 $914,000
Q2 2024

Jul 19, 2024

BUY
$23.32 - $23.62 $305,561 - $309,492
13,103 Added 122.79%
23,774 $558,000
Q1 2024

Apr 25, 2024

SELL
$23.62 - $23.88 $6,495 - $6,567
-275 Reduced 2.51%
10,671 $252,000
Q4 2023

Feb 05, 2024

BUY
$22.68 - $23.9 $248,255 - $261,609
10,946 New
10,946 $261,000

Others Institutions Holding BSMR

About INVESCO BULLETSHARES 2027 MUNI


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

Track Moneco Advisors, LLC Portfolio

Follow Moneco Advisors, 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 Moneco Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneco Advisors, LLC with notifications on news.