Precedent Wealth Partners, LLC Invesco Bulletshares 2026 Muni Transaction History

Precedent Wealth Partners, LLC

$454 Billion
Q3 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 128,677 shares of BSMQ stock, worth $3.04 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

128,677

Previous 111,085 15.84%

Holding current value

$3.04 Million

Previous $2.62 Billion 16.16%

% of portfolio

0.67%

Previous 0.64%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$23.48 - $23.7 $413,060 - $416,930	17,592 Added 15.84%	128,677 $3.04 Billion
Q2 2025 Jul 21, 2025	BUY	$23.2 - $23.63 $233,067 - $237,386	10,046 Added 9.94%	111,085 $2.62 Billion
Q1 2025 Apr 17, 2025	BUY	$23.55 - $23.74 $761,489 - $767,632	32,335 Added 47.06%	101,039 $2.39 Billion
Q4 2024 Jan 21, 2025	BUY	$23.48 - $23.73 $64,335 - $65,020	2,740 Added 4.15%	68,704 $1.62 Billion
Q3 2024 Oct 17, 2024	BUY	$23.47 - $23.74 $280,302 - $283,526	11,943 Added 22.11%	65,964 $1.57 Billion
Q2 2024 Jul 23, 2024	BUY	$23.36 - $23.58 $192,673 - $194,487	8,248 Added 18.02%	54,021 $1.27 Billion
Q1 2024 Apr 23, 2024	BUY	$23.57 - $23.76 $261,862 - $263,973	11,110 Added 32.05%	45,773 $1.08 Billion
Q4 2023 Jan 18, 2024	BUY	$22.83 - $23.75 $791,356 - $823,246	34,663 New	34,663 $823 Million

Others Institutions Holding BSMQ

# of Institutions

152

Shares Held

Call Options Held

Put Options Held

View Full List

About INVESCO BULLETSHARES 2026 MUNI

Ticker BSMQ
Sector ETFs
Industry ETFs

More about BSMQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Precedent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.

Account

Precedent Wealth Partners, LLC Invesco Bulletshares 2026 Muni Transaction History