AFA
AA Financial Advisors’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Buy |
29,632
+11
| +0% | +$270 | 0.16% | 86 |
|
|
2025
Q1 | $725K | Buy |
29,621
+491
| +2% | +$12K | 0.18% | 83 |
|
|
2024
Q4 | $714K | Sell |
29,130
-10,993
| -27% | -$269K | 0.19% | 79 |
|
|
2024
Q3 | $983K | Buy |
40,123
+1,639
| +4% | +$40.1K | 0.28% | 70 |
|
|
2024
Q2 | $935K | Buy |
38,484
+3,109
| +9% | +$75.5K | 0.33% | 65 |
|
|
2024
Q1 | $861K | Buy |
35,375
+7,500
| +27% | +$183K | 0.35% | 71 |
|
|
2023
Q4 | $684K | Buy |
+27,875
| New | +$684K | 0.46% | 40 |
|