CAPTRUST Financial Advisors’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Hold |
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|
2025
Q1 | $245K | Sell |
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|
2024
Q4 | $375K | Sell |
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|
2024
Q3 | $523K | Buy |
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|
2024
Q2 | $487K | Sell |
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|
2024
Q1 | $635K | Sell |
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|
2023
Q4 | $961K | Buy |
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|
2023
Q3 | $651K | Buy |
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|
2023
Q2 | $639K | Buy |
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|
2023
Q1 | $423K | Buy |
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|
2022
Q4 | $226K | Sell |
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|
2022
Q3 | $314K | Hold |
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|
2022
Q2 | $323K | Buy |
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|
2022
Q1 | $260K | Buy |
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|
2021
Q4 | $92K | Hold |
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|
2021
Q3 | $92K | Buy |
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|
2021
Q2 | $57K | Hold |
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|
2021
Q1 | $57K | Buy |
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