Key Financial Inc’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Hold |
118,800
| – | – | 0.51% | 42 |
|
|
2025
Q1 | $2.56M | Buy |
118,800
+2,075
| +2% | +$44.8K | 0.56% | 38 |
|
|
2024
Q4 | $2.54M | Buy |
116,725
+2,050
| +2% | +$44.5K | 0.58% | 37 |
|
|
2024
Q3 | $2.54M | Buy |
114,675
+4,450
| +4% | +$98.6K | 0.56% | 36 |
|
|
2024
Q2 | $2.4M | Buy |
110,225
+24,925
| +29% | +$543K | 0.58% | 36 |
|
|
2024
Q1 | $1.89M | Buy |
85,300
+775
| +0.9% | +$17.1K | 0.48% | 43 |
|
|
2023
Q4 | $1.9M | Buy |
84,525
+12,825
| +18% | +$288K | 0.52% | 42 |
|
|
2023
Q3 | $1.5M | Hold |
71,700
| – | – | 0.51% | 42 |
|
|
2023
Q2 | $1.57M | Buy |
71,700
+59,300
| +478% | +$1.3M | 0.52% | 41 |
|
|
2023
Q1 | $276K | Buy |
+12,400
| New | +$276K | 0.1% | 163 |
|