Sterling Financial Group, Inc. Invesco Bulletshares 2025 Muni Transaction History

Sterling Financial Group, Inc.

$220 Million
Q1 2025

A detailed history of Sterling Financial Group, Inc. transactions in Invesco Bulletshares 2025 Muni stock. As of the latest transaction made, Sterling Financial Group, Inc. holds 17,922 shares of BSMP stock, worth $438,372. This represents 0.2% of its overall portfolio holdings.

Number of Shares

17,922

Previous 15,487 15.72%

Holding current value

$438,372

Previous $379,000 15.57%

% of portfolio

0.2%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$24.41 - $24.65 $59,438 - $60,022	2,435 Added 15.72%	17,922 $438,000
Q4 2024 Jan 14, 2025	BUY	$24.45 - $24.62 $4,890 - $4,924	200 Added 1.31%	15,487 $379,000
Q2 2024 Jul 15, 2024	SELL	$24.2 - $24.39 $50,336 - $50,731	-2,080 Reduced 11.98%	15,287 $371,000
Q1 2024 Apr 10, 2024	SELL	$24.34 - $24.55 $307,681 - $310,336	-12,641 Reduced 42.13%	17,367 $422,000
Q3 2023 Oct 18, 2023	BUY	$24.0 - $24.45 $100,920 - $102,812	4,205 Added 16.3%	30,008 $720,000
Q2 2023 Sep 07, 2023	BUY	$24.16 - $24.64 $193,328 - $197,169	8,002 Added 44.95%	25,803 $628,000
Q4 2022 Aug 29, 2023	BUY	$23.73 - $24.49 $422,417 - $435,946	17,801 New	17,801 $433 Million

Others Institutions Holding BSMP

# of Institutions

139

Shares Held

7.76M

Call Options Held

Put Options Held

View Full List

About INVESCO BULLETSHARES 2025 MUNI

Ticker BSMP
Sector ETFs
Industry ETFs

More about BSMP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Financial Group, Inc. with notifications on news.

Account

Sterling Financial Group, Inc. Invesco Bulletshares 2025 Muni Transaction History