Steward Partners Investment Advisory’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
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|
2025
Q1 | $30.7K | Sell |
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|
2024
Q4 | $127K | Sell |
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2024
Q3 | $131K | Sell |
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|
2024
Q2 | $252K | Sell |
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|
2024
Q1 | $828K | Sell |
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|
2023
Q4 | $888K | Sell |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $978K | Buy |
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|
2023
Q1 | $635K | Sell |
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|
2022
Q4 | $654K | Buy |
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