Raymond James Financial Services Advisors’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
2024
Q3
$786K Buy
33,180
+2,871
+9% +$68K ﹤0.01% 2317
2024
Q2
$712K Buy
30,309
+1,577
+5% +$37K ﹤0.01% 2295
2024
Q1
$680K Buy
28,732
+15,335
+114% +$363K ﹤0.01% 2292
2023
Q4
$320K Hold
13,397
﹤0.01% 2688
2023
Q3
$307K Hold
13,397
﹤0.01% 2630
2023
Q2
$316K Buy
+13,397
New +$316K ﹤0.01% 2623