HHM Wealth Advisors’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

HHM Wealth Advisors’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
2022 Q4	–	Sell	-1,965	Closed	-$47K	–	699
2022 Q3	$47K	Hold	1,965	–	–	0.01%	244
2022 Q2	$48K	Hold	1,965	–	–	0.01%	283
2022 Q1	$49K	Hold	1,965	–	–	0.01%	309
2021 Q4	$51K	Hold	1,965	–	–	0.01%	304
2021 Q3	$51K	Hold	1,965	–	–	0.01%	295
2021 Q2	$51K	Hold	1,965	–	–	0.01%	295
2021 Q1	$51K	Hold	1,965	–	–	0.02%	270
2020 Q4	$51K	Hold	1,965	–	–	0.02%	255
2020 Q3	$51K	Hold	1,965	–	–	0.02%	222
2020 Q2	$50K	Hold	1,965	–	–	0.02%	225
2020 Q1	$49K	Buy	+1,965	New	+$49.5K	0.02%	204

Other funds holding BSMP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GWP

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIC

Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

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

HHM Wealth Advisors sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q4 2022, closing a stake of 1,965 shares — an estimated $47K sold.

HHM Wealth Advisors first reported a position in BSMP in Q1 2020 and held it in 11 quarters. The position peaked at $51K in Q4 2021. 67 funds tracked by Wall St. Rank hold BSMP as of Q4 2022.

HHM Wealth Advisors reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
HHM Wealth Advisors sold 1,965 Invesco BulletShares 2025 Municipal Bond ETF shares in Q4 2022, an estimated $47K.
HHM Wealth Advisors first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q1 2020 and held it in 11 quarters.
HHM Wealth Advisors's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $51K in Q4 2021.
67 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q4 2022.

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