PWM
Paulson Wealth Management’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Sell |
26,304
-2,904
| -10% | -$67.5K | 0.16% | 70 |
|
|
2025
Q1 | $677K | Buy |
29,208
+2,489
| +9% | +$57.7K | 0.19% | 52 |
|
|
2024
Q4 | $623K | Buy |
26,719
+8,863
| +50% | +$207K | 0.17% | 61 |
|
|
2024
Q3 | $421K | Buy |
17,856
+6,475
| +57% | +$153K | 0.11% | 94 |
|
|
2024
Q2 | $264K | Buy |
+11,381
| New | +$264K | 0.08% | 118 |
|