Beacon Pointe Advisors’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $394K | Buy |
17,350
+446
| +3% | +$10.1K | ﹤0.01% | 947 |
|
2025
Q1 | $384K | Buy |
16,904
+653
| +4% | +$14.9K | ﹤0.01% | 919 |
|
2024
Q4 | $373K | Sell |
16,251
-2,174
| -12% | -$49.9K | ﹤0.01% | 921 |
|
2024
Q3 | $429K | Sell |
18,425
-848
| -4% | -$19.7K | ﹤0.01% | 897 |
|
2024
Q2 | $442K | Buy |
19,273
+2,843
| +17% | +$65.1K | 0.01% | 906 |
|
2024
Q1 | $382K | Buy |
16,430
+959
| +6% | +$22.3K | ﹤0.01% | 1004 |
|
2023
Q4 | $363K | Buy |
+15,471
| New | +$363K | ﹤0.01% | 993 |
|