AFA
AA Financial Advisors’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Sell |
21,557
-1,081
| -5% | -$25.5K | 0.11% | 111 |
|
|
2025
Q1 | $534K | Buy |
22,638
+491
| +2% | +$11.6K | 0.13% | 98 |
|
|
2024
Q4 | $522K | Sell |
22,147
-1,294
| -6% | -$30.5K | 0.14% | 96 |
|
|
2024
Q3 | $556K | Buy |
23,441
+1,698
| +8% | +$40.3K | 0.16% | 95 |
|
|
2024
Q2 | $511K | Buy |
21,743
+2,794
| +15% | +$65.6K | 0.18% | 96 |
|
|
2024
Q1 | $447K | Buy |
18,949
+2,531
| +15% | +$59.6K | 0.18% | 98 |
|
|
2023
Q4 | $390K | Buy |
+16,418
| New | +$390K | 0.26% | 43 |
|