BCS Wealth Management’s Invesco BulletShares 2021 Municipal Bond ETF BSML Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-32,123
Closed -$811K 204
2021
Q3
$811K Buy
32,123
+275
+0.9% +$6.95K 0.34% 66
2021
Q2
$804K Buy
31,848
+3,315
+12% +$83.8K 0.43% 54
2021
Q1
$722K Buy
28,533
+3,355
+13% +$85K 0.34% 64
2020
Q4
$637K Buy
+25,178
New +$638K 0.33% 64

BCS Wealth Management's BSML Position: Q4 2021 in Review

BCS Wealth Management sold out of Invesco BulletShares 2021 Municipal Bond ETF (BSML) in Q4 2021, closing a stake of 32,123 shares — an estimated $811K sold.

BCS Wealth Management first reported a position in BSML in Q4 2020 and held it in 4 quarters. The position peaked at $811K in Q3 2021. 0 funds tracked by Wall St. Rank hold BSML as of Q4 2021.

  • BCS Wealth Management reported no remaining Invesco BulletShares 2021 Municipal Bond ETF position as of Q4 2021 after selling out during the quarter.
  • BCS Wealth Management sold 32,123 Invesco BulletShares 2021 Municipal Bond ETF shares in Q4 2021, an estimated $811K.
  • BCS Wealth Management first reported a position in Invesco BulletShares 2021 Municipal Bond ETF in Q4 2020 and held it in 4 quarters.
  • BCS Wealth Management's Invesco BulletShares 2021 Municipal Bond ETF position peaked at $811K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Municipal Bond ETF as of Q4 2021.

Based on BCS Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.