KFI
BSMM

Key Financial Inc’s Invesco BulletShares 2022 Municipal Bond ETF BSMM Stock Holding History

Key Financial Inc’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
-16,239
Closed -$411K – 1175
2022
Q3 		$411K Sell
16,239
-207
-1% -$5.24K 0.19% 103
2022
Q2 		$416K Sell
16,446
-396
-2% -$10K 0.23% 88
2022
Q1 		$426K Hold
16,842
– – 0.21% 87
2021
Q4 		$428K Hold
16,842
– – 0.21% 88
2021
Q3 		$428K Hold
16,842
– – 0.24% 81
2021
Q2 		$429K Buy
16,842
+4,805
+40% +$122K 0.24% 84
2021
Q1 		$306K Buy
12,037
+1,570
+15% +$39.9K 0.2% 98
2020
Q4 		$266K Hold
10,467
– – 0.2% 94
2020
Q3 		$266K Buy
+10,467
New +$266K 0.27% 88

Other funds holding BSMM

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

Key Financial Inc's BSMM Position: Q4 2022 in Review

Key Financial Inc sold out of Invesco BulletShares 2022 Municipal Bond ETF (BSMM) in Q4 2022, closing a stake of 16,239 shares — an estimated $411K sold.

Key Financial Inc first reported a position in BSMM in Q3 2020 and held it in 9 quarters. The position peaked at $429K in Q2 2021. 1 fund tracked by Wall St. Rank holds BSMM as of Q4 2022.

  • Key Financial Inc reported no remaining Invesco BulletShares 2022 Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Key Financial Inc sold 16,239 Invesco BulletShares 2022 Municipal Bond ETF shares in Q4 2022, an estimated $411K.
  • Key Financial Inc first reported a position in Invesco BulletShares 2022 Municipal Bond ETF in Q3 2020 and held it in 9 quarters.
  • Key Financial Inc's Invesco BulletShares 2022 Municipal Bond ETF position peaked at $429K in Q2 2021.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 Municipal Bond ETF as of Q4 2022.

Based on Key Financial Inc's 13F filing for Q4 2022, filed 26 Jan 2023.