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Levy Wealth Management Group’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Levy Wealth Management Group’s Portfolio BSMR Stock Details BSMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,475
Closed -$250K – 103
2024
Q1 		$250K Hold
10,475
– – 0.07% 90
2023
Q4 		$250K Buy
+10,475
New +$250K 0.07% 90