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EP Wealth Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

EP Wealth Advisors’s Portfolio BSMR Stock Details BSMR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$110K Sell
4,691
-1,874
-29% -$44K ﹤0.01% 1369
2025
Q1 		$155K Hold
6,565
– – ﹤0.01% 1181
2024
Q4 		$155K Buy
+6,565
New +$155K ﹤0.01% 1143