Wingate Wealth Advisors, Inc. Invesco Bulletshares 2026 Muni Transaction History

Wingate Wealth Advisors, Inc.

  • $86.9 Billion
  • Q1 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 14,927 shares of BSMQ stock, worth $350,784. This represents 0.41% of its overall portfolio holdings.

Number of Shares
14,927
Previous 8,514 75.32%
Holding current value
$350,784
Previous $201 Million 75.62%
% of portfolio
0.41%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$23.55 - $23.74 $151,026 - $152,244
6,413 Added 75.32%
14,927 $352 Million
Q4 2024

Jan 28, 2025
BUY
$23.48 - $23.73 $199,908 - $202,037
8,514 New
8,514 $201 Million

Others Institutions Holding BSMQ

# of Institutions
148
Shares Held
7.99M
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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