CGN Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $395K | Sell |
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|
2025
Q2 | $795K | Sell |
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|
2025
Q1 | $1.36M | Sell |
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|
2024
Q4 | $1.37M | Sell |
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|
2024
Q3 | $1.43M | Sell |
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|
2024
Q2 | $1.42M | Sell |
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|
2024
Q1 | $1.62M | Sell |
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|
2023
Q4 | $2.34M | Buy |
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|
2023
Q3 | $2.13M | Buy |
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|
2023
Q2 | $1.94M | Buy |
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|
2023
Q1 | $1.84M | Buy |
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|
2022
Q4 | $1.38M | Buy |
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|
2022
Q3 | $936K | Buy |
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|
2022
Q2 | $832K | Buy |
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