CAPTRUST Financial Advisors’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $737K | Buy |
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|
2025
Q1 | $347K | Buy |
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|
2024
Q4 | $241K | Sell |
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|
2024
Q3 | $273K | Buy |
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|
2024
Q2 | $239K | Sell |
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|
2024
Q1 | $249K | Sell |
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|
2023
Q4 | $272K | Buy |
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|
2023
Q3 | $252K | Buy |
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|
2023
Q2 | $230K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $130K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $141K | Hold |
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|
2021
Q3 | $140K | Hold |
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|
2021
Q2 | $141K | Hold |
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|
2021
Q1 | $139K | Buy |
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|
2020
Q4 | $91K | Buy |
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