KOC
Koss-Olinger Consulting’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Buy |
31,181
+20,383
| +189% | +$480K | 0.06% | 151 |
|
|
2025
Q1 | $255K | Buy |
10,798
+612
| +6% | +$14.5K | 0.02% | 268 |
|
|
2024
Q4 | $240K | Buy |
+10,186
| New | +$240K | 0.02% | 167 |
|
|
2024
Q1 | – | Sell |
-12,171
| Closed | -$289K | – | 83 |
|
|
2023
Q4 | $289K | Hold |
12,171
| – | – | 0.03% | 243 |
|
|
2023
Q3 | $280K | Buy |
12,171
+357
| +3% | +$8.21K | 0.04% | 198 |
|
|
2023
Q2 | $278K | Buy |
11,814
+3,232
| +38% | +$76.1K | 0.03% | 197 |
|
|
2023
Q1 | $204K | Buy |
+8,582
| New | +$204K | 0.03% | 235 |
|