GRP
BSMM

Global Retirement Partners’s Invesco BulletShares 2022 Municipal Bond ETF BSMM Stock Holding History

Global Retirement Partners’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
-1,119
Closed -$28K – 3117
2022
Q3 		$28K Buy
1,119
+300
+37% +$7.59K ﹤0.01% 1251
2022
Q2 		$21K Buy
819
+299
+58% +$7.56K ﹤0.01% 1347
2022
Q1 		$13K Buy
+520
New +$13.2K ﹤0.01% 1537
2021
Q4 		– Sell
-1,764
Closed -$45K – 1981
2021
Q3 		$45K Hold
1,764
– – ﹤0.01% 892
2021
Q2 		$45K Buy
+1,764
New +$44.9K ﹤0.01% 898

Other funds holding BSMM

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

Global Retirement Partners's BSMM Position: Q4 2022 in Review

Global Retirement Partners sold out of Invesco BulletShares 2022 Municipal Bond ETF (BSMM) in Q4 2022, closing a stake of 1,119 shares — an estimated $28K sold.

Global Retirement Partners first reported a position in BSMM in Q2 2021 and held it in 5 quarters. The position peaked at $45K in Q3 2021. 1 fund tracked by Wall St. Rank holds BSMM as of Q4 2022.

  • Global Retirement Partners reported no remaining Invesco BulletShares 2022 Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Global Retirement Partners sold 1,119 Invesco BulletShares 2022 Municipal Bond ETF shares in Q4 2022, an estimated $28K.
  • Global Retirement Partners first reported a position in Invesco BulletShares 2022 Municipal Bond ETF in Q2 2021 and held it in 5 quarters.
  • Global Retirement Partners's Invesco BulletShares 2022 Municipal Bond ETF position peaked at $45K in Q3 2021.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 Municipal Bond ETF as of Q4 2022.

Based on Global Retirement Partners's 13F filing for Q4 2022, filed 13 Feb 2023.