LPL 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
Q2 | $10M | Buy |
426,482
+87,575
| +26% | +$2.06M | ﹤0.01% | 1709 |
|
|
2025
Q1 | $7.98M | Buy |
338,907
+40,529
| +14% | +$954K | ﹤0.01% | 1767 |
|
|
2024
Q4 | $7.04M | Buy |
298,378
+18,040
| +6% | +$426K | ﹤0.01% | 1795 |
|
|
2024
Q3 | $6.64M | Buy |
280,338
+64,664
| +30% | +$1.53M | ﹤0.01% | 1759 |
|
|
2024
Q2 | $5.06M | Buy |
215,674
+12,989
| +6% | +$305K | ﹤0.01% | 1830 |
|
|
2024
Q1 | $4.79M | Buy |
202,685
+24,274
| +14% | +$574K | ﹤0.01% | 1811 |
|
|
2023
Q4 | $4.26M | Buy |
178,411
+16,940
| +10% | +$405K | ﹤0.01% | 1786 |
|
|
2023
Q3 | $3.7M | Buy |
161,471
+32,781
| +25% | +$750K | ﹤0.01% | 1782 |
|
|
2023
Q2 | $3.04M | Sell |
128,690
-29,471
| -19% | -$696K | ﹤0.01% | 1905 |
|
|
2023
Q1 | $3.78M | Buy |
158,161
+11,945
| +8% | +$285K | ﹤0.01% | 1681 |
|
|
2022
Q4 | $3.44M | Buy |
146,216
+46,244
| +46% | +$1.09M | ﹤0.01% | 1679 |
|
|
2022
Q3 | $2.28M | Buy |
99,972
+10,156
| +11% | +$232K | ﹤0.01% | 1876 |
|
|
2022
Q2 | $2.12M | Sell |
89,816
-11
| -0% | -$260 | ﹤0.01% | 1978 |
|
|
2022
Q1 | $2.17M | Buy |
89,827
+56,058
| +166% | +$1.36M | ﹤0.01% | 1998 |
|
|
2021
Q4 | $872K | Buy |
33,769
+6,500
| +24% | +$168K | ﹤0.01% | 2771 |
|
|
2021
Q3 | $702K | Buy |
27,269
+1,650
| +6% | +$42.5K | ﹤0.01% | 2889 |
|
|
2021
Q2 | $664K | Buy |
25,619
+5,382
| +27% | +$139K | ﹤0.01% | 2898 |
|
|
2021
Q1 | $516K | Buy |
20,237
+5,819
| +40% | +$148K | ﹤0.01% | 2984 |
|
|
2020
Q4 | $372K | Buy |
14,418
+1,817
| +14% | +$46.9K | ﹤0.01% | 3015 |
|
|
2020
Q3 | $319K | Buy |
+12,601
| New | +$319K | ﹤0.01% | 2849 |
|