OneAscent Financial Services’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	–	Sell	-8,678	Closed	-$204K	–	533
2025 Q1	$204K	Sell	8,678 -930	-10%	-$21.9K	0.01%	474
2024 Q4	$227K	Buy	+9,608	New	+$227K	0.02%	431