Vermillion & White Wealth Management Group’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
$797K Sell
33,956
-12,642
-27% -$297K 0.52% 21
2025
Q1
$1.1M Buy
46,598
+7,591
+19% +$179K 0.79% 19
2024
Q4
$921K Hold
39,007
0.68% 28
2024
Q3
$924K Hold
39,007
0.68% 30
2024
Q2
$916K Hold
39,007
0.69% 30
2024
Q1
$923K Buy
+39,007
New +$923K 0.74% 29