CAPTRUST Financial Advisors’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
9,849
-4,094
| -29% | -$100K | ﹤0.01% | 2181 |
|
|
2025
Q1 | $343K | Buy |
13,943
+169
| +1% | +$4.16K | ﹤0.01% | 1865 |
|
|
2024
Q4 | $346K | Buy |
13,774
+385
| +3% | +$9.66K | ﹤0.01% | 1817 |
|
|
2024
Q3 | $343K | Sell |
13,389
-4,972
| -27% | -$127K | ﹤0.01% | 1808 |
|
|
2024
Q2 | $463K | Buy |
18,361
+2,801
| +18% | +$70.6K | ﹤0.01% | 1545 |
|
|
2024
Q1 | $397K | Sell |
15,560
-495
| -3% | -$12.6K | ﹤0.01% | 1613 |
|
|
2023
Q4 | $418K | Buy |
+16,055
| New | +$418K | ﹤0.01% | 1870 |
|