Aptus Capital Advisors’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 | $1M | Buy |
42,784
+305
| +0.7% | +$7.16K | 0.01% | 529 |
|
|
2025
Q1 | $1M | Buy |
42,479
+1,088
| +3% | +$25.6K | 0.01% | 505 |
|
|
2024
Q4 | $977K | Hold |
41,391
| – | – | 0.01% | 500 |
|
|
2024
Q3 | $981K | Buy |
41,391
+4,211
| +11% | +$99.8K | 0.01% | 418 |
|
|
2024
Q2 | $873K | Buy |
37,180
+850
| +2% | +$20K | 0.02% | 411 |
|
|
2024
Q1 | $859K | Buy |
+36,330
| New | +$859K | 0.02% | 412 |
|