Beaumont Financial Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-73,720	Closed	-$1.74M	–	309
2022 Q2	$1.74M	Sell	73,720 -6,469	-8%	-$153K	0.16%	92
2022 Q1	$1.94M	Sell	80,189 -1,729	-2%	-$43.2K	0.15%	110
2021 Q4	$2.11M	Sell	81,918 -3,191	-4%	-$82.2K	0.15%	100
2021 Q3	$2.19M	Sell	85,109 -3,152	-4%	-$81.9K	0.17%	96
2021 Q2	$2.29M	Sell	88,261 -2,713	-3%	-$70K	0.17%	90
2021 Q1	$2.32M	Sell	90,974 -194,331	-68%	-$4.99M	0.2%	89
2020 Q4	$7.36M	Sell	285,305 -4,975	-2%	-$127K	0.65%	53
2020 Q3	$7.35M	Buy	+290,280	New	+$7.37M	0.7%	44

Other funds holding BSMR

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

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

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

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

RJA

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

RHP

Royal Harbor Partners Houston, Texas $295M AUM 14.06% 1-Year Est. Return

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

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

Beaumont Financial Advisors sold out of Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q3 2022, closing a stake of 73,720 shares — an estimated $1.74M sold.

Beaumont Financial Advisors first reported a position in BSMR in Q3 2020 and held it in 8 quarters. The position peaked at $7.36M in Q4 2020. 31 funds tracked by Wall St. Rank hold BSMR as of Q3 2022.

Beaumont Financial Advisors reported no remaining Invesco BulletShares 2027 Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Beaumont Financial Advisors sold 73,720 Invesco BulletShares 2027 Municipal Bond ETF shares in Q3 2022, an estimated $1.74M.
Beaumont Financial Advisors first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q3 2020 and held it in 8 quarters.
Beaumont Financial Advisors's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $7.36M in Q4 2020.
31 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q3 2022.

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