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Wingate Wealth Advisors’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Wingate Wealth Advisors’s Portfolio BSMS Stock Details BSMS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$353K Buy
15,190
+110
+0.7% +$2.56K 0.31% 74
2025
Q1 		$349K Buy
15,080
+6,501
+76% +$151K 0.4% 66
2024
Q4 		$200K Buy
+8,579
New +$200K 0.2% 93