Beaumont Financial Advisors’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Beaumont Financial Advisors’s Portfolio BSMP Stock Details BSMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-73,410	Closed	-$1.8M	–	307
2022 Q2	$1.8M	Sell	73,410 -6,487	-8%	-$159K	0.16%	89
2022 Q1	$1.98M	Sell	79,897 -2,073	-3%	-$52.6K	0.15%	108
2021 Q4	$2.13M	Sell	81,970 -2,950	-3%	-$76.5K	0.15%	98
2021 Q3	$2.21M	Sell	84,920 -2,770	-3%	-$72.2K	0.17%	93
2021 Q2	$2.28M	Sell	87,690 -2,499	-3%	-$64.9K	0.17%	92
2021 Q1	$2.33M	Buy	90,189 +40,668	+82%	+$1.05M	0.2%	88
2020 Q4	$1.29M	Buy	+49,521	New	+$1.28M	0.11%	123

Other funds holding BSMP

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Beaumont Financial Advisors's BSMP Position: Q3 2022 in Review

Beaumont Financial Advisors sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q3 2022, closing a stake of 73,410 shares — an estimated $1.8M sold.

Beaumont Financial Advisors first reported a position in BSMP in Q4 2020 and held it in 7 quarters. The position peaked at $2.33M in Q1 2021. 51 funds tracked by Wall St. Rank hold BSMP as of Q3 2022.

Beaumont Financial Advisors reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Beaumont Financial Advisors sold 73,410 Invesco BulletShares 2025 Municipal Bond ETF shares in Q3 2022, an estimated $1.8M.
Beaumont Financial Advisors first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2020 and held it in 7 quarters.
Beaumont Financial Advisors's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $2.33M in Q1 2021.
51 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q3 2022.

Based on Beaumont Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.