DFG
BSMM

DWM Financial Group’s Invesco BulletShares 2022 Municipal Bond ETF BSMM Stock Holding History

DWM Financial Group’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
2020
Q1 		– Sell
-8,186
Closed -$205K – 40
2019
Q4 		$205K Buy
+8,186
New +$205K 0.21% 31

Other funds holding BSMM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TA
TCG Advisors Austin, Texas $1.03M AUM 123.95% 1-Year Est. Return
BC
Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

DWM Financial Group sold out of Invesco BulletShares 2022 Municipal Bond ETF (BSMM) in Q1 2020, closing a stake of 8,186 shares — an estimated $205K sold.

DWM Financial Group first reported a position in BSMM in Q4 2019 and held it in 1 quarter. The position peaked at $205K in Q4 2019. 11 funds tracked by Wall St. Rank hold BSMM as of Q1 2020.

  • DWM Financial Group reported no remaining Invesco BulletShares 2022 Municipal Bond ETF position as of Q1 2020 after selling out during the quarter.
  • DWM Financial Group sold 8,186 Invesco BulletShares 2022 Municipal Bond ETF shares in Q1 2020, an estimated $205K.
  • DWM Financial Group first reported a position in Invesco BulletShares 2022 Municipal Bond ETF in Q4 2019 and held it in 1 quarter.
  • DWM Financial Group's Invesco BulletShares 2022 Municipal Bond ETF position peaked at $205K in Q4 2019.
  • 11 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Municipal Bond ETF as of Q1 2020.

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