Avior Wealth Management’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Sell |
154,165
-12,169
| -7% | -$276K | 0.12% | 135 |
|
|
2025
Q1 | $3.78M | Buy |
166,334
+37,048
| +29% | +$842K | 0.14% | 119 |
|
|
2024
Q4 | $2.97M | Buy |
129,286
+52,048
| +67% | +$1.19M | 0.11% | 142 |
|
|
2024
Q3 | $1.8M | Buy |
77,238
+33,014
| +75% | +$768K | 0.07% | 181 |
|
|
2024
Q2 | $1.01M | Buy |
44,224
+6,435
| +17% | +$147K | 0.04% | 270 |
|
|
2024
Q1 | $878K | Buy |
37,789
+9,869
| +35% | +$229K | 0.04% | 315 |
|
|
2023
Q4 | $656K | Buy |
27,920
+16,366
| +142% | +$385K | 0.04% | 283 |
|
|
2023
Q3 | $256K | Buy |
11,554
+687
| +6% | +$15.2K | 0.02% | 479 |
|
|
2023
Q2 | $250K | Buy |
10,867
+2,322
| +27% | +$53.4K | 0.02% | 483 |
|
|
2023
Q1 | $200K | Buy |
+8,545
| New | +$200K | 0.01% | 527 |
|