CAPTRUST Financial Advisors’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Sell |
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|
2025
Q1 | $537K | Buy |
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|
2024
Q4 | $439K | Buy |
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|
2024
Q3 | $434K | Sell |
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|
2024
Q2 | $640K | Buy |
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|
2024
Q1 | $588K | Buy |
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|
2023
Q4 | $549K | Sell |
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|
2023
Q3 | $551K | Buy |
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|
2023
Q2 | $533K | Sell |
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|
2023
Q1 | $651K | Sell |
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|
2022
Q4 | $687K | Buy |
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|
2022
Q3 | $414K | Buy |
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|
2022
Q2 | $384K | Buy |
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|
2022
Q1 | $201K | Sell |
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|
2021
Q4 | $468K | Hold |
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|
2021
Q3 | $465K | Buy |
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|
2021
Q2 | $141K | Hold |
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|
2021
Q1 | $138K | Buy |
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