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Wingate Wealth Advisors’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Wingate Wealth Advisors’s Portfolio BSMU Stock Details BSMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$350K Buy
16,257
+123
+0.8% +$2.65K 0.31% 77
2025
Q1 		$348K Buy
16,134
+6,963
+76% +$150K 0.4% 68
2024
Q4 		$199K Buy
+9,171
New +$199K 0.2% 96