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Waverly Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Waverly Advisors’s Portfolio BSMR Stock Details BSMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$258K Buy
10,984
+691
+7% +$16.2K ﹤0.01% 1027
2025
Q1 		$242K Buy
+10,293
New +$242K ﹤0.01% 994