Krilogy Financial’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
Q1 | – | Sell |
-12,334
| Closed | -$291K | – | 226 |
|
|
2024
Q4 | $291K | Hold |
12,334
| – | – | 0.02% | 209 |
|
|
2024
Q3 | $292K | Sell |
12,334
-9,300
| -43% | -$220K | 0.02% | 209 |
|
|
2024
Q2 | $508K | Sell |
21,634
-1,300
| -6% | -$30.5K | 0.04% | 206 |
|
|
2024
Q1 | $543K | Buy |
22,934
+5,909
| +35% | +$140K | 0.04% | 200 |
|
|
2023
Q4 | $407K | Sell |
17,025
-2,150
| -11% | -$51.4K | 0.03% | 187 |
|
|
2023
Q3 | $439K | Buy |
+19,175
| New | +$439K | 0.04% | 185 |
|