New Edge Advisors, LLC Invesco Bulletshares 2028 Muni Transaction History

New Edge Advisors, LLC

$20.5 Billion
Q3 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 167,836 shares of BSMS stock, worth $3.94 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

167,836

Previous 160,412 4.63%

Holding current value

$3.94 Million

Previous $3.73 Million 5.48%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$23.12 - $23.59 $171,642 - $175,132	7,424 Added 4.63%	167,836 $3.93 Million
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

113

Shares Held

6.61M

Call Options Held

Put Options Held

View Full List

About INVESCO BULLETSHARES 2028 MUNI

Ticker BSMS
Sector ETFs
Industry ETFs

More about BSMS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Account

New Edge Advisors, LLC Invesco Bulletshares 2028 Muni Transaction History