Avior 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 | $493K | Sell |
22,916
-20,967
| -48% | -$451K | 0.02% | 427 |
|
|
2025
Q1 | $947K | Sell |
43,883
-2,500
| -5% | -$54K | 0.04% | 275 |
|
|
2024
Q4 | $1.01M | Buy |
46,383
+22,377
| +93% | +$486K | 0.04% | 286 |
|
|
2024
Q3 | $532K | Buy |
24,006
+15,435
| +180% | +$342K | 0.02% | 433 |
|
|
2024
Q2 | $187K | Sell |
8,571
-96
| -1% | -$2.09K | 0.01% | 688 |
|
|
2024
Q1 | $192K | Buy |
8,667
+3,235
| +60% | +$71.6K | 0.01% | 719 |
|
|
2023
Q4 | $122K | Buy |
+5,432
| New | +$122K | 0.01% | 584 |
|