Carson Wealth (CWM LLC)’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.58M | Sell |
267,949
-10,018
| -4% | -$246K | 0.02% | 514 |
|
|
2025
Q1 | $6.81M | Sell |
277,967
-2,944
| -1% | -$72.1K | 0.03% | 440 |
|
|
2024
Q4 | $6.89M | Sell |
280,911
-51,199
| -15% | -$1.25M | 0.03% | 405 |
|
|
2024
Q3 | $8.13M | Sell |
332,110
-5,000
| -1% | -$122K | 0.04% | 344 |
|
|
2024
Q2 | $8.19M | Buy |
337,110
+3,554
| +1% | +$86.3K | 0.04% | 325 |
|
|
2024
Q1 | $8.12M | Buy |
333,556
+3,421
| +1% | +$83.3K | 0.04% | 325 |
|
|
2023
Q4 | $8.1M | Buy |
330,135
+1,893
| +0.6% | +$46.4K | 0.04% | 304 |
|
|
2023
Q3 | $7.88M | Buy |
328,242
+8,780
| +3% | +$211K | 0.05% | 279 |
|
|
2023
Q2 | $7.78M | Buy |
319,462
+7,225
| +2% | +$176K | 0.05% | 269 |
|
|
2023
Q1 | $7.66M | Buy |
312,237
+61,027
| +24% | +$1.5M | 0.05% | 255 |
|
|
2022
Q4 | $6.11M | Buy |
251,210
+234,038
| +1,363% | +$5.69M | 0.05% | 271 |
|
|
2022
Q3 | $409K | Buy |
17,172
+13,137
| +326% | +$313K | ﹤0.01% | 810 |
|
|
2022
Q2 | $99K | Buy |
+4,035
| New | +$99K | ﹤0.01% | 1312 |
|