PWP
Precedent Wealth Partners’s Invesco BulletShares 2032 Municipal Bond ETF BSMW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Buy |
117,137
+13,548
| +13% | +$332K | 0.7% | 44 |
|
|
2025
Q1 | $2.55M | Buy |
103,589
+39,682
| +62% | +$976K | 0.71% | 42 |
|
|
2024
Q4 | $1.6M | Buy |
63,907
+4,126
| +7% | +$104K | 0.52% | 53 |
|
|
2024
Q3 | $1.53M | Buy |
59,781
+47,010
| +368% | +$1.2M | 0.51% | 52 |
|
|
2024
Q2 | $322K | Buy |
+12,771
| New | +$322K | 0.13% | 118 |
|