Number of Shares
21,245.00
Current Holdings Value*
$500,530.00
% of Portfolio
0.07%
Total Estimate Gain
$1,062.25
% of Total Estimate Gain
0.21%

Marietta Wealth Management, LLC's Invesco BulletShares 2026 Municipal Bond ETF Holding Summary

As of 2025-06-30, Marietta Wealth Management, LLC held 21,245.00 shares of Invesco BulletShares 2026 Municipal Bond ETF(BSMQ), totaling $500,530.00. This investment constitutes 0.07% of their stock portfolio, and Marietta Wealth Management, LLC now holds 0.17% of the outstanding Invesco BulletShares 2026 Municipal Bond ETF(BSMQ) stock.

The initial trade took place in 2025Q2. And since then Marietta Wealth Management, LLC has made 1 purchases of BSMQ, at an average price of $23.46, for a total of 21,245.00 shares. Based on historical transaction data and BSMQ's current price of $23.51, Marietta Wealth Management, LLC's estimated gain on his BSMQ holdings is $1,062.25, reflecting a 0.21% gain to date.

Marietta Wealth Management, LLC BSMQ ($23.51) Holding Chart

Marietta Wealth Management, LLC BSMQ ($23.51) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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