FWM
BSMO

Fortress Wealth Management’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-25,376
Closed -$625K 72
2023
Q3
$625K Buy
25,376
+141
+0.6% +$3.48K 0.4% 39
2023
Q2
$625K Buy
25,235
+142
+0.6% +$3.52K 0.4% 38
2023
Q1
$625K Buy
+25,093
New +$625K 0.44% 37