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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$352K Buy
15,014
+109
+0.7% +$2.56K 0.31% 75
2025
Q1 		$351K Buy
14,905
+6,411
+75% +$151K 0.4% 64
2024
Q4 		$200K Buy
+8,494
New +$200K 0.2% 92