Paulson Wealth Management Inc. Invesco Bulletshares 2026 Muni Transaction History

Paulson Wealth Management Inc.

  • $364 Million
  • Q4 2024

A detailed history of Paulson Wealth Management Inc. transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 42,816 shares of BSMQ stock, worth $1.01 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
42,816
Previous 39,325 8.88%
Holding current value
$1.01 Million
Previous $933,000 8.15%
% of portfolio
0.28%
Previous 0.25%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$23.48 - $23.73 $81,968 - $82,841
3,491 Added 8.88%
42,816 $1.01 Million
Q3 2024

Nov 05, 2024
BUY
$23.47 - $23.74 $131,737 - $133,252
5,613 Added 16.65%
39,325 $933,000
Q2 2024

Jul 25, 2024
BUY
$23.36 - $23.58 $141,374 - $142,706
6,052 Added 21.88%
33,712 $792,000
Q1 2024

May 03, 2024
BUY
$23.57 - $23.76 $53,433 - $53,863
2,267 Added 8.93%
27,660 $651,000
Q4 2023

Feb 13, 2024
BUY
$22.83 - $23.75 $59,380 - $61,773
2,601 Added 11.41%
25,393 $603,000
Q3 2023

Nov 01, 2023
SELL
$22.98 - $23.62 $5,607 - $5,763
-244 Reduced 1.06%
22,792 $523,000
Q2 2023

Aug 01, 2023
BUY
$23.29 - $23.94 $35,214 - $36,197
1,512 Added 7.02%
23,036 $541,000
Q1 2023

May 09, 2023
BUY
$23.36 - $23.99 $179,288 - $184,123
7,675 Added 55.42%
21,524 $512,000
Q4 2022

Jan 26, 2023
BUY
$22.76 - $23.69 $315,203 - $328,082
13,849 New
13,849 $0

Others Institutions Holding BSMQ

# of Institutions
132
Shares Held
6.78M
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
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