Paulson Wealth Management Inc. Invesco Bulletshares 2029 Muni Transaction History

Paulson Wealth Management Inc.

  • $373 Million
  • Q2 2025

A detailed history of Paulson Wealth Management Inc. transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 17,648 shares of BSMT stock, worth $403,786. This represents 0.11% of its overall portfolio holdings.

Number of Shares
17,648
Previous 18,599 5.11%
Holding current value
$403,786
Previous $422,000 5.21%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Aug 06, 2025
SELL
$22.22 - $22.92 $21,131 - $21,796
-951 Reduced 5.11%
17,648 $400,000
Q1 2025

May 12, 2025
BUY
$22.66 - $23.19 $162,336 - $166,133
7,164 Added 62.65%
18,599 $422,000
Q4 2024

Feb 13, 2025
BUY
$22.83 - $23.36 $261,061 - $267,121
11,435 New
11,435 $262,000

Others Institutions Holding BSMT

# of Institutions
100
Shares Held
6.27M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2029 MUNI

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

Track Paulson Wealth Management Inc. Portfolio

Follow Paulson Wealth Management Inc. 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 Paulson Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Paulson Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email