DWM Financial Group’s Invesco BulletShares 2021 Municipal Bond ETF BSML Stock Holding History

DWM Financial Group’s Portfolio BSML Stock Details BSML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-8,186	Closed	-$206K	–	42
2019 Q4	$206K	Buy	+8,186	New	+$205K	0.21%	27

Other funds holding BSML

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

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return

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

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

DWM Financial Group's BSML Position: Q1 2020 in Review

DWM Financial Group sold out of Invesco BulletShares 2021 Municipal Bond ETF (BSML) in Q1 2020, closing a stake of 8,186 shares — an estimated $206K sold.

DWM Financial Group first reported a position in BSML in Q4 2019 and held it in 1 quarter. The position peaked at $206K in Q4 2019. 7 funds tracked by Wall St. Rank hold BSML as of Q1 2020.

DWM Financial Group reported no remaining Invesco BulletShares 2021 Municipal Bond ETF position as of Q1 2020 after selling out during the quarter.
DWM Financial Group sold 8,186 Invesco BulletShares 2021 Municipal Bond ETF shares in Q1 2020, an estimated $206K.
DWM Financial Group first reported a position in Invesco BulletShares 2021 Municipal Bond ETF in Q4 2019 and held it in 1 quarter.
DWM Financial Group's Invesco BulletShares 2021 Municipal Bond ETF position peaked at $206K in Q4 2019.
7 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Municipal Bond ETF as of Q1 2020.

Based on DWM Financial Group's 13F filing for Q1 2020, filed 13 May 2020.