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

Wingate Wealth Advisors’s Portfolio BSMR Stock Details BSMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$352K	Buy
2025 Q1	$351K	Buy
2024 Q4	$200K	Buy