Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
8,949
+7,646
| +587% | +$179K | ﹤0.01% | 1742 |
|
|
2025
Q1 | $30.7K | Sell |
1,303
-4,082
| -76% | -$96.1K | ﹤0.01% | 2620 |
|
|
2024
Q4 | $127K | Sell |
5,385
-130
| -2% | -$3.07K | ﹤0.01% | 1858 |
|
|
2024
Q3 | $131K | Sell |
5,515
-5,235
| -49% | -$124K | ﹤0.01% | 1741 |
|
|
2024
Q2 | $252K | Sell |
10,750
-24,235
| -69% | -$569K | ﹤0.01% | 1343 |
|
|
2024
Q1 | $828K | Sell |
34,985
-2,162
| -6% | -$51.1K | 0.01% | 866 |
|
|
2023
Q4 | $888K | Sell |
37,147
-6,949
| -16% | -$166K | 0.01% | 776 |
|
|
2023
Q3 | $1.01M | Buy |
44,096
+2,646
| +6% | +$60.6K | 0.02% | 673 |
|
|
2023
Q2 | $978K | Buy |
41,450
+14,853
| +56% | +$351K | 0.01% | 694 |
|
|
2023
Q1 | $635K | Sell |
26,597
-1,198
| -4% | -$28.6K | 0.01% | 836 |
|
|
2022
Q4 | $654K | Buy |
+27,795
| New | +$654K | 0.01% | 805 |
|