Waverly Advisors’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Sell |
17,205
-489
| -3% | -$12K | ﹤0.01% | 850 |
|
|
2025
Q1 | $433K | Buy |
17,694
+1,046
| +6% | +$25.6K | 0.01% | 818 |
|
|
2024
Q4 | $408K | Buy |
16,648
+1,971
| +13% | +$48.3K | 0.01% | 730 |
|
|
2024
Q3 | $359K | Buy |
14,677
+1,032
| +8% | +$25.3K | 0.01% | 642 |
|
|
2024
Q2 | $331K | Buy |
13,645
+1,195
| +10% | +$29K | 0.01% | 643 |
|
|
2024
Q1 | $303K | Buy |
+12,450
| New | +$303K | 0.01% | 569 |
|