Advisornet Financial’s Invesco BulletShares 2022 Municipal Bond ETF BSMM Stock Holding History

Advisornet Financial’s Portfolio BSMM Stock Details BSMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-7,373	Closed	-$187K	–	2278
2021 Q4	$187K	Hold	7,373	–	–	0.01%	619
2021 Q3	$187K	Hold	7,373	–	–	0.01%	601
2021 Q2	$187K	Hold	7,373	–	–	0.01%	609
2021 Q1	$188K	Hold	7,373	–	–	0.01%	576
2020 Q4	$188K	Buy	+7,373	New	+$187K	0.02%	520

Other funds holding BSMM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

CIC

Carnegie Investment Counsel Pepper Pike, Ohio $5.13B AUM 22.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Advisornet Financial's BSMM Position: Q1 2022 in Review

Advisornet Financial sold out of Invesco BulletShares 2022 Municipal Bond ETF (BSMM) in Q1 2022, closing a stake of 7,373 shares — an estimated $187K sold.

Advisornet Financial first reported a position in BSMM in Q4 2020 and held it in 5 quarters. The position peaked at $188K in Q1 2021. 33 funds tracked by Wall St. Rank hold BSMM as of Q1 2022.

Advisornet Financial reported no remaining Invesco BulletShares 2022 Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
Advisornet Financial sold 7,373 Invesco BulletShares 2022 Municipal Bond ETF shares in Q1 2022, an estimated $187K.
Advisornet Financial first reported a position in Invesco BulletShares 2022 Municipal Bond ETF in Q4 2020 and held it in 5 quarters.
Advisornet Financial's Invesco BulletShares 2022 Municipal Bond ETF position peaked at $188K in Q1 2021.
33 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Municipal Bond ETF as of Q1 2022.

Based on Advisornet Financial's 13F filing for Q1 2022, filed 14 Apr 2022.