CAPTRUST Financial Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $885K | Hold |
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|
2025
Q1 | $888K | Buy |
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|
2024
Q4 | $489K | Buy |
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|
2024
Q3 | $292K | Buy |
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|
2024
Q2 | $259K | Buy |
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|
2024
Q1 | $261K | Sell |
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|
2023
Q4 | $468K | Hold |
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|
2023
Q3 | $448K | Buy |
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|
2023
Q2 | $441K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $193K | Buy |
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|
2022
Q1 | $192K | Buy |
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|
2021
Q4 | $140K | Hold |
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|
2021
Q3 | $140K | Hold |
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|
2021
Q2 | $141K | Hold |
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|
2021
Q1 | $138K | Hold |
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|
2020
Q4 | $140K | Buy |
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