Carson Wealth (CWM LLC)’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
10,796
+72
| +0.7% | +$1.69K | ﹤0.01% | 1973 |
|
|
2025
Q1 | $253K | Sell |
10,724
-1,189
| -10% | -$28.1K | ﹤0.01% | 1776 |
|
|
2024
Q4 | $281K | Buy |
11,913
+493
| +4% | +$11.6K | ﹤0.01% | 1628 |
|
|
2024
Q3 | $271K | Buy |
11,420
+10,031
| +722% | +$238K | ﹤0.01% | 1599 |
|
|
2024
Q2 | $33K | Hold |
1,389
| – | – | ﹤0.01% | 2761 |
|
|
2024
Q1 | $33K | Hold |
1,389
| – | – | ﹤0.01% | 2565 |
|
|
2023
Q4 | $33K | Hold |
1,389
| – | – | ﹤0.01% | 2427 |
|
|
2023
Q3 | $32K | Hold |
1,389
| – | – | ﹤0.01% | 2361 |
|
|
2023
Q2 | $33K | Hold |
1,389
| – | – | ﹤0.01% | 2284 |
|
|
2023
Q1 | $33K | Hold |
1,389
| – | – | ﹤0.01% | 2141 |
|
|
2022
Q4 | $33K | Sell |
1,389
-1,274
| -48% | -$30.3K | ﹤0.01% | 2013 |
|
|
2022
Q3 | $61K | Sell |
2,663
-1,439
| -35% | -$33K | ﹤0.01% | 1563 |
|
|
2022
Q2 | $97K | Buy |
+4,102
| New | +$97K | ﹤0.01% | 1324 |
|