Avior Wealth Management’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Buy |
20,540
+2,000
| +11% | +$46.5K | 0.02% | 441 |
|
|
2025
Q1 | $430K | Buy |
18,540
+2,583
| +16% | +$59.9K | 0.02% | 448 |
|
|
2024
Q4 | $372K | Buy |
15,957
+10,315
| +183% | +$241K | 0.01% | 530 |
|
|
2024
Q3 | $133K | Buy |
5,642
+637
| +13% | +$15K | 0.01% | 800 |
|
|
2024
Q2 | $116K | Sell |
5,005
-4,596
| -48% | -$107K | 0.01% | 815 |
|
|
2024
Q1 | $225K | Buy |
9,601
+1,373
| +17% | +$32.2K | 0.01% | 678 |
|
|
2023
Q4 | $195K | Sell |
8,228
-4,469
| -35% | -$106K | 0.01% | 524 |
|
|
2023
Q3 | $286K | Buy |
12,697
+699
| +6% | +$15.7K | 0.02% | 456 |
|
|
2023
Q2 | $280K | Buy |
11,998
+2,285
| +24% | +$53.4K | 0.02% | 460 |
|
|
2023
Q1 | $230K | Buy |
+9,713
| New | +$230K | 0.02% | 503 |
|