Fortress Wealth Management’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
Q1 | – | Sell |
-51,649
| Closed | -$1.22M | – | 73 |
|
|
2024
Q4 | $1.22M | Buy |
51,649
+362
| +0.7% | +$8.54K | 0.59% | 32 |
|
|
2024
Q3 | $1.22M | Buy |
51,287
+362
| +0.7% | +$8.58K | 0.61% | 34 |
|
|
2024
Q2 | $1.2M | Buy |
50,925
+356
| +0.7% | +$8.36K | 0.61% | 34 |
|
|
2024
Q1 | $1.2M | Buy |
50,569
+335
| +0.7% | +$7.92K | 0.62% | 33 |
|
|
2023
Q4 | $1.2M | Buy |
+50,234
| New | +$1.2M | 0.65% | 36 |
|