Key Financial Inc’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 | $3.45M | Buy |
140,705
+10,005
| +8% | +$246K | 0.69% | 31 |
|
|
2025
Q1 | $3.2M | Buy |
130,700
+3,265
| +3% | +$79.9K | 0.7% | 32 |
|
|
2024
Q4 | $3.12M | Buy |
127,435
+40,395
| +46% | +$990K | 0.71% | 30 |
|
|
2024
Q3 | $2.13M | Buy |
87,040
+26,632
| +44% | +$652K | 0.47% | 45 |
|
|
2024
Q2 | $1.47M | Buy |
60,408
+24,339
| +67% | +$591K | 0.35% | 55 |
|
|
2024
Q1 | $878K | Sell |
36,069
-35,116
| -49% | -$855K | 0.22% | 82 |
|
|
2023
Q4 | $1.75M | Buy |
71,185
+10,200
| +17% | +$250K | 0.48% | 47 |
|
|
2023
Q3 | $1.46M | Buy |
60,985
+11,140
| +22% | +$267K | 0.49% | 45 |
|
|
2023
Q2 | $1.21M | Buy |
49,845
+6,615
| +15% | +$161K | 0.4% | 50 |
|
|
2023
Q1 | $1.06M | Buy |
43,230
+32,900
| +318% | +$807K | 0.39% | 52 |
|
|
2022
Q4 | $246K | Hold |
10,330
| – | – | 0.12% | 141 |
|
|
2022
Q3 | $246K | Hold |
10,330
| – | – | 0.12% | 143 |
|
|
2022
Q2 | $254K | Hold |
10,330
| – | – | 0.14% | 128 |
|
|
2022
Q1 | $256K | Hold |
10,330
| – | – | 0.13% | 129 |
|
|
2021
Q4 | $268K | Hold |
10,330
| – | – | 0.13% | 123 |
|
|
2021
Q3 | $268K | Hold |
10,330
| – | – | 0.15% | 119 |
|
|
2021
Q2 | $270K | Hold |
10,330
| – | – | 0.15% | 120 |
|
|
2021
Q1 | $267K | Hold |
10,330
| – | – | 0.18% | 113 |
|
|
2020
Q4 | $268K | Hold |
10,330
| – | – | 0.2% | 91 |
|
|
2020
Q3 | $267K | Buy |
+10,330
| New | +$267K | 0.27% | 85 |
|