Koss-Olinger Consulting’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$646K	Buy	+27,514	New	+$646K	0.05%	168
2024 Q1	–	Sell	-11,579	Closed	-$277K	–	84
2023 Q4	$277K	Hold	11,579	–	–	0.03%	247
2023 Q3	$265K	Buy	11,579 +377	+3%	+$8.63K	0.04%	210
2023 Q2	$264K	Buy	+11,202	New	+$264K	0.03%	205