Sterling Financial Group, Inc. Invesco Bulletshares 2026 Muni Transaction History

Sterling Financial Group, Inc.

$220 Million
Q1 2025

A detailed history of Sterling Financial Group, Inc. transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Sterling Financial Group, Inc. holds 18,563 shares of BSMQ stock, worth $435,673. This represents 0.2% of its overall portfolio holdings.

Number of Shares

18,563

Previous 16,053 15.64%

Holding current value

$435,673

Previous $378,000 15.61%

% of portfolio

0.2%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$23.55 - $23.74 $59,110 - $59,587	2,510 Added 15.64%	18,563 $437,000
Q4 2024 Jan 14, 2025	BUY	$23.48 - $23.73 $5,823 - $5,885	248 Added 1.57%	16,053 $378,000
Q2 2024 Jul 15, 2024	SELL	$23.36 - $23.58 $50,340 - $50,814	-2,155 Reduced 12.0%	15,805 $371,000
Q1 2024 Apr 10, 2024	SELL	$23.57 - $23.76 $306,339 - $308,808	-12,997 Reduced 41.98%	17,960 $423,000
Q3 2023 Oct 18, 2023	BUY	$22.98 - $23.62 $99,963 - $102,747	4,350 Added 16.35%	30,957 $711,000
Q2 2023 Sep 07, 2023	BUY	$23.29 - $23.94 $191,863 - $197,217	8,238 Added 44.85%	26,607 $625,000
Q4 2022 Aug 29, 2023	BUY	$22.76 - $23.69 $418,078 - $435,161	18,369 New	18,369 $432 Million

Others Institutions Holding BSMQ

# of Institutions

143

Shares Held

7.92M

Call Options Held

Put Options Held

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About INVESCO BULLETSHARES 2026 MUNI

Ticker BSMQ
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Sterling Financial Group, Inc. Invesco Bulletshares 2026 Muni Transaction History