Advisornet Financial’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.6K Hold
1,091
﹤0.01% 1176
2025
Q1
$25.7K Sell
1,091
-45
-4% -$1.06K ﹤0.01% 1106
2024
Q4
$26.8K Hold
1,136
﹤0.01% 1037
2024
Q3
$26.9K Buy
1,136
+352
+45% +$8.34K ﹤0.01% 1092
2024
Q2
$18.4K Hold
784
﹤0.01% 1105
2024
Q1
$18.5K Hold
784
﹤0.01% 1093
2023
Q4
$18.7K Hold
784
﹤0.01% 1102
2023
Q3
$17.9K Hold
784
﹤0.01% 1065
2023
Q2
$18.5K Hold
784
﹤0.01% 1121
2023
Q1
$18.7K Hold
784
﹤0.01% 1099
2022
Q4
$18.4K Hold
784
﹤0.01% 1081
2022
Q3
$18K Hold
784
﹤0.01% 1115
2022
Q2
$19K Hold
784
﹤0.01% 1127
2022
Q1
$19K Buy
+784
New +$19K ﹤0.01% 1251