Stifel Financial’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 | $1.48M | Buy |
63,104
+7,692
| +14% | +$181K | ﹤0.01% | 2058 |
|
|
2025
Q1 | $1.3M | Buy |
55,412
+6,477
| +13% | +$153K | ﹤0.01% | 2056 |
|
|
2024
Q4 | $1.15M | Sell |
48,935
-4,794
| -9% | -$113K | ﹤0.01% | 2160 |
|
|
2024
Q3 | $1.27M | Buy |
53,729
+42,252
| +368% | +$1M | ﹤0.01% | 2063 |
|
|
2024
Q2 | $269K | Sell |
11,477
-1,817
| -14% | -$42.7K | ﹤0.01% | 2965 |
|
|
2024
Q1 | $314K | Buy |
13,294
+187
| +1% | +$4.42K | ﹤0.01% | 2889 |
|
|
2023
Q4 | $313K | Sell |
13,107
-48
| -0.4% | -$1.15K | ﹤0.01% | 2819 |
|
|
2023
Q3 | $301K | Sell |
13,155
-356
| -3% | -$8.15K | ﹤0.01% | 2790 |
|
|
2023
Q2 | $319K | Buy |
13,511
+785
| +6% | +$18.5K | ﹤0.01% | 2787 |
|
|
2023
Q1 | $304K | Sell |
12,726
-46
| -0.4% | -$1.1K | ﹤0.01% | 2806 |
|
|
2022
Q4 | $300K | Buy |
+12,772
| New | +$300K | ﹤0.01% | 2770 |
|