KOC
Koss-Olinger Consulting’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $733K | Buy |
29,864
+19,473
| +187% | +$478K | 0.06% | 152 |
|
|
2025
Q1 | $254K | Buy |
+10,391
| New | +$254K | 0.02% | 270 |
|
|
2024
Q4 | – | Sell |
-9,529
| Closed | -$233K | – | 201 |
|
|
2024
Q3 | $233K | Buy |
9,529
+164
| +2% | +$4.01K | 0.02% | 247 |
|
|
2024
Q2 | $227K | Buy |
+9,365
| New | +$227K | 0.02% | 237 |
|
|
2024
Q1 | – | Sell |
-13,880
| Closed | -$341K | – | 82 |
|
|
2023
Q4 | $341K | Buy |
13,880
+760
| +6% | +$18.7K | 0.03% | 223 |
|
|
2023
Q3 | $315K | Buy |
13,120
+354
| +3% | +$8.5K | 0.05% | 181 |
|
|
2023
Q2 | $311K | Buy |
12,766
+490
| +4% | +$11.9K | 0.04% | 181 |
|
|
2023
Q1 | $301K | Buy |
12,276
+1,133
| +10% | +$27.8K | 0.04% | 177 |
|
|
2022
Q4 | $271K | Hold |
11,143
| – | – | 0.04% | 167 |
|
|
2022
Q3 | $265K | Buy |
+11,143
| New | +$265K | 0.05% | 175 |
|