HWA
BSMM

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

HHM Wealth Advisors’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
-2,975
Closed -$75K – 754
2022
Q3 		$75K Hold
2,975
– – 0.02% 186
2022
Q2 		$75K Hold
2,975
– – 0.02% 224
2022
Q1 		$75K Hold
2,975
– – 0.02% 249
2021
Q4 		$76K Hold
2,975
– – 0.02% 255
2021
Q3 		$76K Hold
2,975
– – 0.02% 245
2021
Q2 		$76K Hold
2,975
– – 0.02% 237
2021
Q1 		$76K Hold
2,975
– – 0.02% 220
2020
Q4 		$76K Hold
2,975
– – 0.03% 207
2020
Q3 		$76K Hold
2,975
– – 0.03% 180
2020
Q2 		$75K Hold
2,975
– – 0.03% 186
2020
Q1 		$74K Buy
+2,975
New +$74.6K 0.04% 163

Other funds holding BSMM

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

HHM Wealth Advisors's BSMM Position: Q4 2022 in Review

HHM Wealth Advisors sold out of Invesco BulletShares 2022 Municipal Bond ETF (BSMM) in Q4 2022, closing a stake of 2,975 shares — an estimated $75K sold.

HHM Wealth Advisors first reported a position in BSMM in Q1 2020 and held it in 11 quarters. The position peaked at $76K in Q4 2021. 1 fund tracked by Wall St. Rank holds BSMM as of Q4 2022.

  • HHM Wealth Advisors reported no remaining Invesco BulletShares 2022 Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 2,975 Invesco BulletShares 2022 Municipal Bond ETF shares in Q4 2022, an estimated $75K.
  • HHM Wealth Advisors first reported a position in Invesco BulletShares 2022 Municipal Bond ETF in Q1 2020 and held it in 11 quarters.
  • HHM Wealth Advisors's Invesco BulletShares 2022 Municipal Bond ETF position peaked at $76K in Q4 2021.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 Municipal Bond ETF as of Q4 2022.

Based on HHM Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.