Wingate Wealth Advisors’s Invesco BulletShares 2026 Municipal Bond ETF BSMQ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$354K Buy
15,033
+106
+0.7% +$2.5K 0.32% 73
2025
Q1
$352K Buy
14,927
+6,413
+75% +$151K 0.41% 63
2024
Q4
$201K Buy
+8,514
New +$201K 0.2% 91