Avior Wealth Management’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Hold |
9,613
| – | – | 0.01% | 639 |
|
|
2025
Q1 | $227K | Sell |
9,613
-875
| -8% | -$20.7K | 0.01% | 624 |
|
|
2024
Q4 | $247K | Hold |
10,488
| – | – | 0.01% | 642 |
|
|
2024
Q3 | $249K | Buy |
10,488
+1,590
| +18% | +$37.7K | 0.01% | 642 |
|
|
2024
Q2 | $209K | Sell |
8,898
-3,759
| -30% | -$88.3K | 0.01% | 660 |
|
|
2024
Q1 | $298K | Buy |
12,657
+569
| +5% | +$13.4K | 0.01% | 587 |
|
|
2023
Q4 | $287K | Sell |
12,088
-13,942
| -54% | -$331K | 0.02% | 458 |
|
|
2023
Q3 | $598K | Buy |
26,030
+256
| +1% | +$5.89K | 0.04% | 284 |
|
|
2023
Q2 | $606K | Buy |
25,774
+1,256
| +5% | +$29.5K | 0.04% | 291 |
|
|
2023
Q1 | $583K | Buy |
+24,518
| New | +$583K | 0.04% | 303 |
|