Paulson Wealth Management’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $945K | Sell |
40,104
-4,417
| -10% | -$104K | 0.24% | 46 |
|
|
2025
Q1 | $1.05M | Buy |
44,521
+1,705
| +4% | +$40.3K | 0.3% | 37 |
|
|
2024
Q4 | $1.01M | Buy |
42,816
+3,491
| +9% | +$82.3K | 0.28% | 42 |
|
|
2024
Q3 | $934K | Buy |
39,325
+5,613
| +17% | +$133K | 0.25% | 50 |
|
|
2024
Q2 | $792K | Buy |
33,712
+6,052
| +22% | +$142K | 0.23% | 55 |
|
|
2024
Q1 | $652K | Buy |
27,660
+2,267
| +9% | +$53.4K | 0.19% | 63 |
|
|
2023
Q4 | $603K | Buy |
25,393
+2,601
| +11% | +$61.8K | 0.19% | 63 |
|
|
2023
Q3 | $524K | Sell |
22,792
-244
| -1% | -$5.61K | 0.18% | 69 |
|
|
2023
Q2 | $542K | Buy |
23,036
+1,512
| +7% | +$35.5K | 0.18% | 65 |
|
|
2023
Q1 | $512K | Buy |
21,524
+7,675
| +55% | +$183K | 0.23% | 45 |
|
|
2022
Q4 | $326K | Buy |
+13,849
| New | +$326K | 0.16% | 59 |
|