Advisory Services Network’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Advisory Services Network’s Portfolio BSMT Stock Details BSMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-166	Closed	-$4K	–	1643
2021 Q2	$4K	Buy	+166	New	+$4.33K	﹤0.01%	3114

Other funds holding BSMT

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RHP

Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return

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

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

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

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Advisory Services Network's BSMT Position: Q3 2021 in Review

Advisory Services Network sold out of Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q3 2021, closing a stake of 166 shares — an estimated $4K sold.

Advisory Services Network first reported a position in BSMT in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 15 funds tracked by Wall St. Rank hold BSMT as of Q3 2021.

Advisory Services Network reported no remaining Invesco BulletShares 2029 Municipal Bond ETF position as of Q3 2021 after selling out during the quarter.
Advisory Services Network sold 166 Invesco BulletShares 2029 Municipal Bond ETF shares in Q3 2021, an estimated $4K.
Advisory Services Network first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q2 2021 and held it in 1 quarter.
Advisory Services Network's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $4K in Q2 2021.
15 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q3 2021.

Based on Advisory Services Network's 13F filing for Q3 2021, filed 5 Nov 2021.