Commonwealth Equity Services’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.3M Buy
183,010
+16,483
+10% +$387K 0.01% 1436
2025
Q1
$3.92M Sell
166,527
-8,994
-5% -$212K 0.01% 1434
2024
Q4
$4.14M Sell
175,521
-5,827
-3% -$138K 0.01% 1362
2024
Q3
$4.3M Buy
181,348
+30,732
+20% +$728K 0.01% 1318
2024
Q2
$3.54M Buy
150,616
+7,798
+5% +$183K 0.01% 1405
2024
Q1
$3.38M Buy
142,818
+9,627
+7% +$228K 0.01% 1421
2023
Q4
$3.18M Buy
133,191
+61,003
+85% +$1.46M 0.01% 1386
2023
Q3
$1.65M Buy
72,188
+3,109
+5% +$71.1K ﹤0.01% 1740
2023
Q2
$1.63M Buy
69,079
+14,618
+27% +$345K ﹤0.01% 1759
2023
Q1
$1.3K Buy
+54,461
New +$1.3K ﹤0.01% 1861