Paulson Wealth Management’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 | $973K | Sell |
41,456
-3,058
| -7% | -$71.8K | 0.25% | 45 |
|
|
2025
Q1 | $1.05M | Buy |
44,514
+887
| +2% | +$20.9K | 0.3% | 38 |
|
|
2024
Q4 | $1.03M | Buy |
43,627
+2,559
| +6% | +$60.4K | 0.28% | 40 |
|
|
2024
Q3 | $973K | Buy |
41,068
+6,374
| +18% | +$151K | 0.26% | 45 |
|
|
2024
Q2 | $815K | Buy |
34,694
+6,355
| +22% | +$149K | 0.24% | 52 |
|
|
2024
Q1 | $670K | Buy |
28,339
+2,414
| +9% | +$57.1K | 0.2% | 60 |
|
|
2023
Q4 | $620K | Buy |
25,925
+2,209
| +9% | +$52.8K | 0.2% | 60 |
|
|
2023
Q3 | $543K | Sell |
23,716
-131
| -0.5% | -$3K | 0.19% | 67 |
|
|
2023
Q2 | $563K | Buy |
23,847
+1,674
| +8% | +$39.5K | 0.19% | 63 |
|
|
2023
Q1 | $529K | Buy |
22,173
+8,054
| +57% | +$192K | 0.24% | 42 |
|
|
2022
Q4 | $332K | Buy |
+14,119
| New | +$332K | 0.16% | 57 |
|