Key Financial Inc’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Buy |
121,289
+1,000
| +0.8% | +$20.6K | 0.5% | 43 |
|
|
2025
Q1 | $2.49M | Buy |
120,289
+1,400
| +1% | +$29K | 0.54% | 40 |
|
|
2024
Q4 | $2.49M | Hold |
118,889
| – | – | 0.57% | 38 |
|
|
2024
Q3 | $2.53M | Buy |
118,889
+4,525
| +4% | +$96.4K | 0.56% | 37 |
|
|
2024
Q2 | $2.4M | Buy |
114,364
+25,975
| +29% | +$544K | 0.57% | 37 |
|
|
2024
Q1 | $1.88M | Hold |
88,389
| – | – | 0.48% | 44 |
|
|
2023
Q4 | $1.91M | Buy |
88,389
+13,689
| +18% | +$296K | 0.52% | 40 |
|
|
2023
Q3 | $1.49M | Hold |
74,700
| – | – | 0.5% | 43 |
|
|
2023
Q2 | $1.58M | Buy |
+74,700
| New | +$1.58M | 0.52% | 40 |
|