Leavell Investment Management’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Hold |
9,415
| – | – | 0.01% | 538 |
|
|
2025
Q1 | $230K | Sell |
9,415
-1,500
| -14% | -$36.7K | 0.01% | 508 |
|
|
2024
Q4 | $268K | Hold |
10,915
| – | – | 0.01% | 477 |
|
|
2024
Q3 | $267K | Hold |
10,915
| – | – | 0.01% | 482 |
|
|
2024
Q2 | $265K | Hold |
10,915
| – | – | 0.01% | 454 |
|
|
2024
Q1 | $266K | Hold |
10,915
| – | – | 0.02% | 437 |
|
|
2023
Q4 | $268K | Sell |
10,915
-925
| -8% | -$22.7K | 0.02% | 418 |
|
|
2023
Q3 | $284K | Hold |
11,840
| – | – | 0.02% | 395 |
|
|
2023
Q2 | $288K | Hold |
11,840
| – | – | 0.02% | 401 |
|
|
2023
Q1 | $291K | Buy |
11,840
+1,815
| +18% | +$44.6K | 0.02% | 393 |
|
|
2022
Q4 | $244K | Buy |
+10,025
| New | +$244K | 0.02% | 402 |
|
|
2022
Q3 | – | Sell |
-13,310
| Closed | -$326K | – | 431 |
|
|
2022
Q2 | $326K | Buy |
+13,310
| New | +$326K | 0.03% | 363 |
|