Stifel Financial’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 | $1.3M | Buy |
55,955
+7,732
| +16% | +$180K | ﹤0.01% | 2147 |
|
|
2025
Q1 | $1.12M | Sell |
48,223
-2,210
| -4% | -$51.2K | ﹤0.01% | 2151 |
|
|
2024
Q4 | $1.18M | Sell |
50,433
-5,347
| -10% | -$125K | ﹤0.01% | 2151 |
|
|
2024
Q3 | $1.32M | Buy |
55,780
+44,278
| +385% | +$1.04M | ﹤0.01% | 2045 |
|
|
2024
Q2 | $267K | Sell |
11,502
-3,158
| -22% | -$73.4K | ﹤0.01% | 2969 |
|
|
2024
Q1 | $344K | Buy |
14,660
+190
| +1% | +$4.46K | ﹤0.01% | 2827 |
|
|
2023
Q4 | $344K | Sell |
14,470
-102
| -0.7% | -$2.42K | ﹤0.01% | 2772 |
|
|
2023
Q3 | $328K | Sell |
14,572
-392
| -3% | -$8.83K | ﹤0.01% | 2738 |
|
|
2023
Q2 | $350K | Buy |
14,964
+858
| +6% | +$20.1K | ﹤0.01% | 2734 |
|
|
2023
Q1 | $334K | Sell |
14,106
-56
| -0.4% | -$1.33K | ﹤0.01% | 2744 |
|
|
2022
Q4 | $329K | Buy |
+14,162
| New | +$329K | ﹤0.01% | 2696 |
|