PWP
Precedent Wealth Partners’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Buy |
111,085
+10,046
| +10% | +$237K | 0.64% | 48 |
|
|
2025
Q1 | $2.39M | Buy |
101,039
+32,335
| +47% | +$763K | 0.66% | 46 |
|
|
2024
Q4 | $1.62M | Buy |
68,704
+2,740
| +4% | +$64.6K | 0.53% | 50 |
|
|
2024
Q3 | $1.57M | Buy |
65,964
+11,943
| +22% | +$284K | 0.52% | 49 |
|
|
2024
Q2 | $1.27M | Buy |
54,021
+8,248
| +18% | +$194K | 0.51% | 51 |
|
|
2024
Q1 | $1.08M | Buy |
45,773
+11,110
| +32% | +$262K | 0.46% | 53 |
|
|
2023
Q4 | $823K | Buy |
+34,663
| New | +$823K | 0.42% | 64 |
|