Key Financial Inc’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $847K | Hold |
34,608
| – | – | 0.17% | 114 |
|
|
2025
Q1 | $851K | Hold |
34,608
| – | – | 0.19% | 103 |
|
|
2024
Q4 | $868K | Hold |
34,608
| – | – | 0.2% | 96 |
|
|
2024
Q3 | $887K | Buy |
34,608
+3,675
| +12% | +$94.2K | 0.2% | 97 |
|
|
2024
Q2 | $780K | Buy |
30,933
+19,873
| +180% | +$501K | 0.19% | 98 |
|
|
2024
Q1 | $282K | Buy |
+11,060
| New | +$282K | 0.07% | 192 |
|