CW
BSMM

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

CreativeOne Wealth’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
-79,082
Closed -$2M – 784
2022
Q3 		$2M Hold
79,082
– – 0.12% 150
2022
Q2 		$2M Buy
+79,082
New +$2M 0.11% 149

Other funds holding BSMM

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

CreativeOne Wealth's BSMM Position: Q4 2022 in Review

CreativeOne Wealth sold out of Invesco BulletShares 2022 Municipal Bond ETF (BSMM) in Q4 2022, closing a stake of 79,082 shares — an estimated $2M sold.

CreativeOne Wealth first reported a position in BSMM in Q2 2022 and held it in 2 quarters. The position peaked at $2M in Q2 2022. 1 fund tracked by Wall St. Rank holds BSMM as of Q4 2022.

  • CreativeOne Wealth reported no remaining Invesco BulletShares 2022 Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • CreativeOne Wealth sold 79,082 Invesco BulletShares 2022 Municipal Bond ETF shares in Q4 2022, an estimated $2M.
  • CreativeOne Wealth first reported a position in Invesco BulletShares 2022 Municipal Bond ETF in Q2 2022 and held it in 2 quarters.
  • CreativeOne Wealth's Invesco BulletShares 2022 Municipal Bond ETF position peaked at $2M in Q2 2022.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 Municipal Bond ETF as of Q4 2022.

Based on CreativeOne Wealth's 13F filing for Q4 2022, filed 15 Feb 2023.