Beacon Harbor Wealth Advisors
BSMS icon

Beacon Harbor Wealth Advisors’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio BSMS Stock Details BSMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-11,424
Closed -$299K – 68
2021
Q4 		$299K Buy
+11,424
New +$298K 0.1% 65

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Osaic Holdings
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Bank of America
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Royal Harbor Partners
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LPL Financial
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Cookson Peirce & Co
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Asset Dedication LLC
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Beacon Harbor Wealth Advisors's BSMS Position: Q1 2022 in Review

Beacon Harbor Wealth Advisors sold out of Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q1 2022, closing a stake of 11,424 shares — an estimated $299K sold.

Beacon Harbor Wealth Advisors first reported a position in BSMS in Q4 2021 and held it in 1 quarter. The position peaked at $299K in Q4 2021. 16 funds tracked by Wall St. Rank hold BSMS as of Q1 2022.

  • Beacon Harbor Wealth Advisors reported no remaining Invesco BulletShares 2028 Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 11,424 Invesco BulletShares 2028 Municipal Bond ETF shares in Q1 2022, an estimated $299K.
  • Beacon Harbor Wealth Advisors first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q4 2021 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $299K in Q4 2021.
  • 16 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q1 2022.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.