LPT
Legacy Private Trust’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Buy |
+11,070
| New | +$257K | 0.02% | 226 |
|
|
2023
Q4 | – | Sell |
-21,505
| Closed | -$484K | – | 224 |
|
|
2023
Q3 | $484K | Hold |
21,505
| – | – | 0.04% | 174 |
|
|
2023
Q2 | $503K | Sell |
21,505
-11,570
| -35% | -$270K | 0.04% | 174 |
|
|
2023
Q1 | $783K | Buy |
+33,075
| New | +$783K | 0.07% | 148 |
|