Capital Analysts LLC’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Hold |
7,368
| – | – | 0.01% | 564 |
|
|
2025
Q1 | $174K | Buy |
+7,368
| New | +$174K | 0.01% | 546 |
|
|
2024
Q3 | – | Sell |
-646
| Closed | -$15K | – | 1317 |
|
|
2024
Q2 | $15K | Hold |
646
| – | – | ﹤0.01% | 892 |
|
|
2024
Q1 | $15K | Hold |
646
| – | – | ﹤0.01% | 864 |
|
|
2023
Q4 | $15K | Hold |
646
| – | – | ﹤0.01% | 846 |
|
|
2023
Q3 | $15K | Hold |
646
| – | – | ﹤0.01% | 814 |
|
|
2023
Q2 | $15K | Hold |
646
| – | – | ﹤0.01% | 766 |
|
|
2023
Q1 | $15K | Hold |
646
| – | – | ﹤0.01% | 763 |
|
|
2022
Q4 | $15K | Buy |
+646
| New | +$15K | ﹤0.01% | 801 |
|