AWM
BSMM

Apollon Wealth Management’s Invesco BulletShares 2022 Municipal Bond ETF BSMM Stock Holding History

Apollon Wealth Management’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
Q4 		– Sell
-37,730
Closed -$954K – 923
2022
Q3 		$954K Sell
37,730
-3,965
-10% -$100K 0.08% 263
2022
Q2 		$1.05M Buy
41,695
+22,520
+117% +$569K 0.09% 246
2022
Q1 		$485K Buy
+19,175
New +$486K 0.03% 473

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Apollon Wealth Management's BSMM Position: Q4 2022 in Review

Apollon Wealth Management sold out of Invesco BulletShares 2022 Municipal Bond ETF (BSMM) in Q4 2022, closing a stake of 37,730 shares — an estimated $954K sold.

Apollon Wealth Management first reported a position in BSMM in Q1 2022 and held it in 3 quarters. The position peaked at $1.05M in Q2 2022. 1 fund tracked by Wall St. Rank holds BSMM as of Q4 2022.

  • Apollon Wealth Management reported no remaining Invesco BulletShares 2022 Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Apollon Wealth Management sold 37,730 Invesco BulletShares 2022 Municipal Bond ETF shares in Q4 2022, an estimated $954K.
  • Apollon Wealth Management first reported a position in Invesco BulletShares 2022 Municipal Bond ETF in Q1 2022 and held it in 3 quarters.
  • Apollon Wealth Management's Invesco BulletShares 2022 Municipal Bond ETF position peaked at $1.05M in Q2 2022.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 Municipal Bond ETF as of Q4 2022.

Based on Apollon Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.