Key Financial Inc’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Hold |
116,532
| – | – | 0.53% | 40 |
|
|
2025
Q1 | $2.65M | Hold |
116,532
| – | – | 0.58% | 36 |
|
|
2024
Q4 | $2.67M | Buy |
116,532
+9,850
| +9% | +$226K | 0.61% | 34 |
|
|
2024
Q3 | $2.48M | Buy |
106,682
+4,100
| +4% | +$95.4K | 0.55% | 40 |
|
|
2024
Q2 | $2.35M | Buy |
102,582
+10,410
| +11% | +$239K | 0.56% | 39 |
|
|
2024
Q1 | $2.14M | Buy |
92,172
+11,433
| +14% | +$266K | 0.55% | 38 |
|
|
2023
Q4 | $1.9M | Buy |
80,739
+12,210
| +18% | +$287K | 0.52% | 41 |
|
|
2023
Q3 | $1.52M | Hold |
68,529
| – | – | 0.51% | 40 |
|
|
2023
Q2 | $1.57M | Buy |
68,529
+54,729
| +397% | +$1.26M | 0.52% | 42 |
|
|
2023
Q1 | $323K | Buy |
+13,800
| New | +$323K | 0.12% | 145 |
|