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Wingate Wealth Advisors’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Wingate Wealth Advisors’s Portfolio BSMT Stock Details BSMT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$350K Buy
15,420
+113
+0.7% +$2.57K 0.31% 76
2025
Q1 		$348K Buy
15,307
+6,603
+76% +$150K 0.4% 69
2024
Q4 		$200K Buy
+8,704
New +$200K 0.2% 94