Avantax Advisory Services’s Invesco BulletShares 2022 Municipal Bond ETF BSMM Stock Holding History

Avantax Advisory Services’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	-13,082	Closed	-$331K	–	1476
2022 Q3	$331K	Buy	13,082 +10	+0.1%	+$253	0.01%	955
2022 Q2	$331K	Buy	13,072 +4,888	+60%	+$124K	0.01%	968
2022 Q1	$207K	Buy	+8,184	New	+$207K	﹤0.01%	1184

Other funds holding BSMM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Avantax Advisory Services's BSMM Position: Q4 2022 in Review

Avantax Advisory Services sold out of Invesco BulletShares 2022 Municipal Bond ETF (BSMM) in Q4 2022, closing a stake of 13,082 shares — an estimated $331K sold.

Avantax Advisory Services first reported a position in BSMM in Q1 2022 and held it in 3 quarters. The position peaked at $331K in Q3 2022. 1 fund tracked by Wall St. Rank holds BSMM as of Q4 2022.

Avantax Advisory Services reported no remaining Invesco BulletShares 2022 Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Avantax Advisory Services sold 13,082 Invesco BulletShares 2022 Municipal Bond ETF shares in Q4 2022, an estimated $331K.
Avantax Advisory Services first reported a position in Invesco BulletShares 2022 Municipal Bond ETF in Q1 2022 and held it in 3 quarters.
Avantax Advisory Services's Invesco BulletShares 2022 Municipal Bond ETF position peaked at $331K in Q3 2022.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 Municipal Bond ETF as of Q4 2022.

Based on Avantax Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.