New Edge Advisors, LLC Invesco Bulletshares 2028 Muni Transaction History

New Edge Advisors, LLC

$18.3 Billion
Q2 2025

A detailed history of New Edge Advisors, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, New Edge Advisors, LLC holds 160,412 shares of BSMS stock, worth $3.77 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

160,412

Previous 150,193 6.8%

Holding current value

$3.77 Million

Previous $3.48 Million 7.04%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$22.66 - $23.35 $231,562 - $238,613	10,219 Added 6.8%	160,412 $3.73 Million
Q1 2025 May 15, 2025	BUY	$23.1 - $23.56 $370,755 - $378,138	16,050 Added 11.96%	150,193 $3.48 Million
Q4 2024 Feb 13, 2025	BUY	$23.26 - $23.6 $303,240 - $307,673	13,037 Added 10.76%	134,143 $3.13 Million
Q3 2024 Nov 14, 2024	BUY	$23.15 - $23.58 $80,075 - $81,563	3,459 Added 2.94%	121,106 $2.86 Million
Q2 2024 Aug 15, 2024	BUY	$23.05 - $23.43 $176,217 - $179,122	7,645 Added 6.95%	117,647 $2.73 Million
Q1 2024 May 14, 2024	BUY	$23.45 - $23.75 $2.46 Million - $2.49 Million	104,970 Added 2086.05%	110,002 $2.58 Million
Q4 2023 Feb 13, 2024	BUY	$22.32 - $23.75 $112,314 - $119,510	5,032 New	5,032 $119,000

Others Institutions Holding BSMS

# of Institutions

106

Shares Held

5.46M

Call Options Held

Put Options Held

View Full List

About INVESCO BULLETSHARES 2028 MUNI

Ticker BSMS
Sector ETFs
Industry ETFs

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New Edge Advisors, LLC Invesco Bulletshares 2028 Muni Transaction History