Geneos Wealth Management’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.84K | Sell |
375
-375
| -50% | -$8.84K | ﹤0.01% | 2370 |
|
|
2025
Q1 | $17.7K | Buy |
750
+375
| +100% | +$8.85K | ﹤0.01% | 2378 |
|
|
2024
Q4 | $8.84K | Hold |
375
| – | – | ﹤0.01% | 2098 |
|
|
2024
Q3 | $8.9K | Buy |
+375
| New | +$8.9K | ﹤0.01% | 1882 |
|
|
2022
Q3 | – | Sell |
-920
| Closed | -$21K | – | 2080 |
|
|
2022
Q2 | $21K | Hold |
920
| – | – | ﹤0.01% | 1657 |
|
|
2022
Q1 | $22K | Hold |
920
| – | – | ﹤0.01% | 1752 |
|
|
2021
Q4 | $23K | Hold |
920
| – | – | ﹤0.01% | 1810 |
|
|
2021
Q3 | $23K | Hold |
920
| – | – | ﹤0.01% | 1840 |
|
|
2021
Q2 | $23K | Hold |
920
| – | – | ﹤0.01% | 1837 |
|
|
2021
Q1 | $23K | Hold |
920
| – | – | ﹤0.01% | 1995 |
|
|
2020
Q4 | $23K | Buy |
+920
| New | +$23K | ﹤0.01% | 1818 |
|