DFG
BSMP

DWM Financial Group’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

DWM Financial Group’s Portfolio BSMP Stock Details BSMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8,176
Closed -$205K – 28
2019
Q4 		$205K Buy
+8,176
New +$205K 0.21% 28

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Citigroup
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Jane Street
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Bank of America
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HWA
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UBS Group
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Osaic Holdings
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DWM Financial Group's BSMP Position: Q1 2020 in Review

DWM Financial Group sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q1 2020, closing a stake of 8,176 shares — an estimated $205K sold.

DWM Financial Group first reported a position in BSMP in Q4 2019 and held it in 1 quarter. The position peaked at $205K in Q4 2019. 10 funds tracked by Wall St. Rank hold BSMP as of Q1 2020.

  • DWM Financial Group reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q1 2020 after selling out during the quarter.
  • DWM Financial Group sold 8,176 Invesco BulletShares 2025 Municipal Bond ETF shares in Q1 2020, an estimated $205K.
  • DWM Financial Group first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2019 and held it in 1 quarter.
  • DWM Financial Group's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $205K in Q4 2019.
  • 10 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q1 2020.

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