Integrated Wealth Concepts’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75M | Buy |
193,682
+1,455
| +0.8% | +$35.7K | 0.05% | 347 |
|
|
2025
Q1 | $4.71M | Buy |
192,227
+1,595
| +0.8% | +$39K | 0.05% | 326 |
|
|
2024
Q4 | $4.67M | Buy |
190,632
+43,087
| +29% | +$1.06M | 0.05% | 310 |
|
|
2024
Q3 | $3.61M | Buy |
147,545
+6,561
| +5% | +$161K | 0.04% | 364 |
|
|
2024
Q2 | $3.42M | Sell |
140,984
-19,964
| -12% | -$485K | 0.05% | 352 |
|
|
2024
Q1 | $3.92M | Buy |
160,948
+27,226
| +20% | +$663K | 0.06% | 316 |
|
|
2023
Q4 | $3.28M | Buy |
133,722
+15,645
| +13% | +$384K | 0.05% | 328 |
|
|
2023
Q3 | $2.83M | Buy |
118,077
+16,054
| +16% | +$385K | 0.05% | 339 |
|
|
2023
Q2 | $2.48M | Buy |
102,023
+5,965
| +6% | +$145K | 0.04% | 381 |
|
|
2023
Q1 | $2.36M | Buy |
96,058
+4,599
| +5% | +$113K | 0.05% | 347 |
|
|
2022
Q4 | $2.22M | Buy |
91,459
+43,733
| +92% | +$1.06M | 0.06% | 297 |
|
|
2022
Q3 | $1.14M | Buy |
+47,726
| New | +$1.14M | 0.04% | 399 |
|