CHAM
BSMM

Clear Harbor Asset Management’s Invesco BulletShares 2022 Municipal Bond ETF BSMM Stock Holding History

Clear Harbor Asset 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
-36,300
Closed -$918K – 400
2022
Q3 		$918K Buy
+36,300
New +$919K 0.13% 125

Other funds holding BSMM

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

Clear Harbor Asset Management's BSMM Position: Q4 2022 in Review

Clear Harbor Asset Management sold out of Invesco BulletShares 2022 Municipal Bond ETF (BSMM) in Q4 2022, closing a stake of 36,300 shares — an estimated $918K sold.

Clear Harbor Asset Management first reported a position in BSMM in Q3 2022 and held it in 1 quarter. The position peaked at $918K in Q3 2022. 1 fund tracked by Wall St. Rank holds BSMM as of Q4 2022.

  • Clear Harbor Asset Management reported no remaining Invesco BulletShares 2022 Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Clear Harbor Asset Management sold 36,300 Invesco BulletShares 2022 Municipal Bond ETF shares in Q4 2022, an estimated $918K.
  • Clear Harbor Asset Management first reported a position in Invesco BulletShares 2022 Municipal Bond ETF in Q3 2022 and held it in 1 quarter.
  • Clear Harbor Asset Management's Invesco BulletShares 2022 Municipal Bond ETF position peaked at $918K in Q3 2022.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 Municipal Bond ETF as of Q4 2022.

Based on Clear Harbor Asset Management's 13F filing for Q4 2022, filed 20 Jan 2023.