Oak Family Advisors, LLC Invesco Bulletshares 2026 Muni Transaction History

Oak Family Advisors, LLC

  • $296 Million
  • Q2 2025

A detailed history of Oak Family Advisors, LLC transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Oak Family Advisors, LLC holds 15,338 shares of BSMQ stock, worth $360,749. This represents 0.12% of its overall portfolio holdings.

Number of Shares
15,338
Previous 14,338 6.97%
Holding current value
$360,749
Previous $337,000 7.12%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Jul 17, 2025
BUY
$23.2 - $23.63 $23,200 - $23,630
1,000 Added 6.97%
15,338 $361,000
Q1 2025

Apr 15, 2025
BUY
$23.55 - $23.74 $27,506 - $27,728
1,168 Added 8.87%
14,338 $337,000
Q4 2024

Jan 24, 2025
BUY
$23.48 - $23.73 $93,920 - $94,920
4,000 Added 43.62%
13,170 $310,000
Q3 2024

Oct 17, 2024
BUY
$23.47 - $23.74 $215,219 - $217,695
9,170 New
9,170 $217,000

Others Institutions Holding BSMQ

# of Institutions
148
Shares Held
7.87M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2026 MUNI

BSMQ Quotes by TradingView
  • Ticker BSMQ
  • Sector ETFs
  • Industry ETFs
More about BSMQ
Track This Portfolio

Track Oak Family Advisors, LLC Portfolio

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

News

Stay updated on Oak Family Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email