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Jacobi Capital Management’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History

Jacobi Capital Management’s Portfolio BSMW Stock Details BSMW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$284K Buy
11,586
+2,483
+27% +$60.8K 0.02% 512
2025
Q1 		$224K Sell
9,103
-1,229
-12% -$30.2K 0.02% 542
2024
Q4 		$259K Buy
10,332
+550
+6% +$13.8K 0.02% 501
2024
Q3 		$251K Buy
9,782
+1,377
+16% +$35.3K 0.02% 501
2024
Q2 		$212K Buy
+8,405
New +$212K 0.02% 498