Envision Financial Planning’s Invesco BulletShares 2033 Municipal Bond ETF BSSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
46,648
-81,707
| -64% | -$2.05M | 0.55% | 27 |
|
|
2025
Q1 | $3.25M | Buy |
128,355
+543
| +0.4% | +$13.7K | 1.66% | 17 |
|
|
2024
Q4 | $3.29M | Buy |
127,812
+2,660
| +2% | +$68.5K | 1.7% | 17 |
|
|
2024
Q3 | $3.3M | Buy |
125,152
+6,722
| +6% | +$177K | 1.74% | 18 |
|
|
2024
Q2 | $3.07M | Buy |
118,430
+13,962
| +13% | +$362K | 2.34% | 15 |
|
|
2024
Q1 | $2.74M | Buy |
+104,468
| New | +$2.74M | 2.21% | 15 |
|