HighTower Advisors’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
Q2 | $1.77M | Buy |
75,387
+11,158
| +17% | +$262K | ﹤0.01% | 1631 |
|
|
2025
Q1 | $1.51M | Buy |
64,229
+3,853
| +6% | +$90.7K | ﹤0.01% | 1682 |
|
|
2024
Q4 | $1.42M | Buy |
60,376
+4,115
| +7% | +$97.1K | ﹤0.01% | 1729 |
|
|
2024
Q3 | $1.33M | Buy |
56,261
+35,407
| +170% | +$840K | ﹤0.01% | 1751 |
|
|
2024
Q2 | $490K | Buy |
20,854
+2,779
| +15% | +$65.3K | ﹤0.01% | 2332 |
|
|
2024
Q1 | $429K | Buy |
18,075
+1,250
| +7% | +$29.7K | ﹤0.01% | 2373 |
|
|
2023
Q4 | $403K | Buy |
+16,825
| New | +$403K | ﹤0.01% | 2456 |
|