NewEdge Advisors’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73M | Buy |
160,412
+10,219
| +7% | +$237K | 0.02% | 688 |
|
|
2025
Q1 | $3.48M | Buy |
150,193
+16,050
| +12% | +$372K | 0.02% | 635 |
|
|
2024
Q4 | $3.13M | Buy |
134,143
+13,037
| +11% | +$304K | 0.02% | 655 |
|
|
2024
Q3 | $2.86M | Buy |
121,106
+3,459
| +3% | +$81.6K | 0.02% | 664 |
|
|
2024
Q2 | $2.73M | Buy |
117,647
+7,645
| +7% | +$178K | 0.02% | 636 |
|
|
2024
Q1 | $2.58M | Buy |
110,002
+104,970
| +2,086% | +$2.46M | 0.02% | 599 |
|
|
2023
Q4 | $120K | Buy |
+5,032
| New | +$120K | ﹤0.01% | 1885 |
|