Mirador Capital Partners’s Invesco BulletShares 2021 Municipal Bond ETF BSML Stock Holding History

Mirador Capital Partners’s Portfolio BSML Stock Details BSML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-123,157	Closed	-$3.12M	–	196
2020 Q4	$3.12M	Sell	123,157 -15,865	-11%	-$402K	0.86%	43
2020 Q3	$3.52M	Buy	+139,022	New	+$3.52M	1.1%	28

Other funds holding BSML

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirador Capital Partners's BSML Position: Q1 2021 in Review

Mirador Capital Partners sold out of Invesco BulletShares 2021 Municipal Bond ETF (BSML) in Q1 2021, closing a stake of 123,157 shares — an estimated $3.12M sold.

Mirador Capital Partners first reported a position in BSML in Q3 2020 and held it in 2 quarters. The position peaked at $3.52M in Q3 2020. 14 funds tracked by Wall St. Rank hold BSML as of Q1 2021.

Mirador Capital Partners reported no remaining Invesco BulletShares 2021 Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
Mirador Capital Partners sold 123,157 Invesco BulletShares 2021 Municipal Bond ETF shares in Q1 2021, an estimated $3.12M.
Mirador Capital Partners first reported a position in Invesco BulletShares 2021 Municipal Bond ETF in Q3 2020 and held it in 2 quarters.
Mirador Capital Partners's Invesco BulletShares 2021 Municipal Bond ETF position peaked at $3.52M in Q3 2020.
14 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Municipal Bond ETF as of Q1 2021.

Based on Mirador Capital Partners's 13F filing for Q1 2021, filed 29 Apr 2021.