AE Wealth Management’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Buy |
97,290
+7,090
| +8% | +$152K | 0.02% | 528 |
|
|
2025
Q1 | $1.95M | Buy |
90,200
+8,026
| +10% | +$173K | 0.02% | 535 |
|
|
2024
Q4 | $1.78M | Buy |
82,174
+4,395
| +6% | +$95.5K | 0.02% | 555 |
|
|
2024
Q3 | $1.72M | Buy |
77,779
+8,486
| +12% | +$188K | 0.02% | 572 |
|
|
2024
Q2 | $1.51M | Buy |
69,293
+10,114
| +17% | +$220K | 0.02% | 595 |
|
|
2024
Q1 | $1.31M | Sell |
59,179
-85,161
| -59% | -$1.88M | 0.01% | 595 |
|
|
2023
Q4 | $3.2M | Buy |
144,340
+61,187
| +74% | +$1.35M | 0.02% | 739 |
|
|
2023
Q3 | $1.74M | Buy |
83,153
+11,683
| +16% | +$244K | 0.01% | 900 |
|
|
2023
Q2 | $1.57M | Buy |
71,470
+3,156
| +5% | +$69.3K | 0.01% | 917 |
|
|
2023
Q1 | $1.52M | Buy |
+68,314
| New | +$1.52M | 0.01% | 892 |
|