Steward Partners Investment Advisory’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$120K	Buy	+5,183	New	+$120K	﹤0.01%	2001
2021 Q3	–	Sell	-1,068	Closed	-$28K	–	3184
2021 Q2	$28K	Hold	1,068	–	–	﹤0.01%	4373
2021 Q1	$27.6K	Buy	+1,068	New	+$27.6K	﹤0.01%	2312