Horizons 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 | $311K | Buy |
13,216
+159
| +1% | +$3.75K | 0.22% | 49 |
|
|
2025
Q1 | $308K | Buy |
13,057
+124
| +1% | +$2.93K | 0.23% | 48 |
|
|
2024
Q4 | $305K | Buy |
12,933
+95
| +0.7% | +$2.24K | 0.23% | 51 |
|
|
2024
Q3 | $305K | Hold |
12,838
| – | – | 0.23% | 49 |
|
|
2024
Q2 | $303K | Hold |
12,838
| – | – | 0.24% | 48 |
|
|
2024
Q1 | $305K | Hold |
12,838
| – | – | 0.2% | 52 |
|
|
2023
Q4 | $305K | Buy |
12,838
+2,193
| +21% | +$52.1K | 0.2% | 52 |
|
|
2023
Q3 | $245K | Hold |
10,645
| – | – | 0.18% | 58 |
|
|
2023
Q2 | $250K | Hold |
10,645
| – | – | 0.18% | 58 |
|
|
2023
Q1 | $253K | Buy |
10,645
+2,450
| +30% | +$58.3K | 0.19% | 55 |
|
|
2022
Q4 | $193K | Hold |
8,195
| – | – | 0.15% | 60 |
|
|
2022
Q3 | $187K | Hold |
8,195
| – | – | 0.17% | 55 |
|
|
2022
Q2 | $196K | Buy |
+8,195
| New | +$196K | 0.16% | 56 |
|