Beacon Pointe Advisors’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Buy |
12,197
+433
| +4% | +$10.1K | ﹤0.01% | 1057 |
|
|
2025
Q1 | $273K | Buy |
11,764
+646
| +6% | +$15K | ﹤0.01% | 1044 |
|
|
2024
Q4 | $259K | Buy |
11,118
+6
| +0.1% | +$140 | ﹤0.01% | 1052 |
|
|
2024
Q3 | $262K | Sell |
11,112
-1,276
| -10% | -$30.1K | ﹤0.01% | 1059 |
|
|
2024
Q2 | $288K | Buy |
12,388
+1,292
| +12% | +$30K | ﹤0.01% | 1049 |
|
|
2024
Q1 | $261K | Buy |
11,096
+425
| +4% | +$9.98K | ﹤0.01% | 1143 |
|
|
2023
Q4 | $253K | Buy |
+10,671
| New | +$253K | ﹤0.01% | 1113 |
|