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

BCS 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	-176,259	Closed	-$4.46M	–	193
2022 Q3	$4.46M	Sell	176,259 -11,153	-6%	-$282K	2.1%	8
2022 Q2	$4.74M	Sell	187,412 -9,970	-5%	-$252K	2.11%	10
2022 Q1	$4.99M	Sell	197,382 -27,546	-12%	-$698K	2.07%	10
2021 Q4	$5.71M	Buy	224,928 +7,584	+3%	+$193K	2.05%	11
2021 Q3	$5.52M	Buy	217,344 +4,250	+2%	+$108K	2.34%	9
2021 Q2	$5.41M	Buy	213,094 +16,333	+8%	+$416K	2.88%	8
2021 Q1	$5.01M	Buy	196,761 +55,746	+40%	+$1.42M	2.38%	11
2020 Q4	$3.59M	Buy	141,015 +132,763	+1,609%	+$3.37M	1.86%	14
2020 Q3	$210K	Buy	+8,252	New	+$210K	0.12%	118

Other funds holding BSMM

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

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

BCS Wealth Management sold out of Invesco BulletShares 2022 Municipal Bond ETF (BSMM) in Q4 2022, closing a stake of 176,259 shares — an estimated $4.46M sold.

BCS Wealth Management first reported a position in BSMM in Q3 2020 and held it in 9 quarters. The position peaked at $5.71M in Q4 2021. 1 fund tracked by Wall St. Rank holds BSMM as of Q4 2022.

BCS Wealth Management reported no remaining Invesco BulletShares 2022 Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
BCS Wealth Management sold 176,259 Invesco BulletShares 2022 Municipal Bond ETF shares in Q4 2022, an estimated $4.46M.
BCS Wealth Management first reported a position in Invesco BulletShares 2022 Municipal Bond ETF in Q3 2020 and held it in 9 quarters.
BCS Wealth Management's Invesco BulletShares 2022 Municipal Bond ETF position peaked at $5.71M in Q4 2021.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 Municipal Bond ETF as of Q4 2022.

Based on BCS Wealth Management's 13F filing for Q4 2022, filed 10 Jan 2023.