Key Financial Inc’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Hold |
176,214
| – | – | 0.82% | 27 |
|
|
2025
Q1 | $4.08M | Buy |
176,214
+14,960
| +9% | +$347K | 0.89% | 25 |
|
|
2024
Q4 | $3.76M | Buy |
161,254
+5,655
| +4% | +$132K | 0.86% | 28 |
|
|
2024
Q3 | $3.67M | Buy |
155,599
+4,275
| +3% | +$101K | 0.81% | 28 |
|
|
2024
Q2 | $3.52M | Buy |
151,324
+4,618
| +3% | +$107K | 0.84% | 28 |
|
|
2024
Q1 | $3.44M | Buy |
146,706
+85,850
| +141% | +$2.02M | 0.88% | 26 |
|
|
2023
Q4 | $1.45M | Buy |
60,856
+16,865
| +38% | +$401K | 0.4% | 52 |
|
|
2023
Q3 | $991K | Buy |
43,991
+11,700
| +36% | +$264K | 0.33% | 59 |
|
|
2023
Q2 | $755K | Buy |
32,291
+11,905
| +58% | +$278K | 0.25% | 78 |
|
|
2023
Q1 | $482K | Buy |
20,386
+14,700
| +259% | +$348K | 0.18% | 107 |
|
|
2022
Q4 | $127K | Hold |
5,686
| – | – | 0.06% | 221 |
|
|
2022
Q3 | $127K | Hold |
5,686
| – | – | 0.06% | 221 |
|
|
2022
Q2 | $133K | Hold |
5,686
| – | – | 0.07% | 205 |
|
|
2022
Q1 | $138K | Buy |
5,686
+5,366
| +1,677% | +$130K | 0.07% | 209 |
|
|
2021
Q4 | $8K | Hold |
320
| – | – | ﹤0.01% | 623 |
|
|
2021
Q3 | $8K | Hold |
320
| – | – | ﹤0.01% | 615 |
|
|
2021
Q2 | $8K | Hold |
320
| – | – | ﹤0.01% | 611 |
|
|
2021
Q1 | $8K | Buy |
+320
| New | +$8K | 0.01% | 517 |
|