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EP Wealth Advisors’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

EP Wealth Advisors’s Portfolio BSMP Stock Details BSMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$369K Sell
15,022
-6,275
-29% -$154K ﹤0.01% 914
2025
Q1 		$521K Hold
21,297
– – ﹤0.01% 692
2024
Q4 		$522K Buy
+21,297
New +$522K ﹤0.01% 682