Moneco Advisors, LLC Invesco Bulletshares 2028 Muni Transaction History

Moneco Advisors, LLC

$1.14 Billion
Q3 2025

A detailed history of Moneco Advisors, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Moneco Advisors, LLC holds 131,453 shares of BSMS stock, worth $3.08 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

131,453

Previous 125,103 5.08%

Holding current value

$3.08 Million

Previous $2.91 Million 5.92%

% of portfolio

0.27%

Previous 0.28%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$23.12 - $23.59 $146,812 - $149,796	6,350 Added 5.08%	131,453 $3.08 Million
Q2 2025 Aug 13, 2025	BUY	$22.66 - $23.35 $736,948 - $759,388	32,522 Added 35.13%	125,103 $2.91 Million
Q1 2025 Aug 15, 2025	BUY	$23.1 - $23.56 $716,238 - $730,501	31,006 Added 50.35%	92,581 $2.15 Million
Q1 2025 May 08, 2025	BUY	$23.1 - $23.56 $674,727 - $688,164	29,209 Added 46.09%	92,581 $2.15 Million
Q4 2024 Aug 15, 2025	SELL	$23.26 - $23.6 $1.48 Million - $1.5 Million	-63,528 Reduced 50.78%	61,575 $1.44 Million

Q4 2024 Feb 03, 2025	BUY	$23.26 - $23.6 $366,949 - $372,313	15,776 Added 33.15%	63,372 $1.48 Million
Q3 2024 Oct 24, 2024	BUY	$23.15 - $23.58 $328,683 - $334,788	14,198 Added 42.51%	47,596 $1.12 Million
Q2 2024 Jul 19, 2024	BUY	$23.05 - $23.43 $458,602 - $466,163	19,896 Added 147.36%	33,398 $775,000
Q1 2024 Apr 25, 2024	BUY	$23.45 - $23.75 $13,460 - $13,632	574 Added 4.44%	13,502 $317,000
Q4 2023 Feb 05, 2024	BUY	$22.32 - $23.75 $288,552 - $307,040	12,928 New	12,928 $307,000

Others Institutions Holding BSMS

# of Institutions

113

Shares Held

6.61M

Call Options Held

Put Options Held

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About INVESCO BULLETSHARES 2028 MUNI

Ticker BSMS
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Moneco Advisors, LLC Invesco Bulletshares 2028 Muni Transaction History