Oder Investment Management’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

Oder Investment Management’s Portfolio BSMN Stock Details BSMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-5,016	Closed	-$128K	–	523
2020 Q4	$128K	Buy	+5,016	New	+$128K	0.13%	110

Other funds holding BSMN

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

CIC

Carnegie Investment Counsel Pepper Pike, Ohio $5.13B AUM 22.98% 1-Year Est. Return

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

BWM

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Oder Investment Management's BSMN Position: Q1 2021 in Review

Oder Investment Management sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q1 2021, closing a stake of 5,016 shares — an estimated $128K sold.

Oder Investment Management first reported a position in BSMN in Q4 2020 and held it in 1 quarter. The position peaked at $128K in Q4 2020. 26 funds tracked by Wall St. Rank hold BSMN as of Q1 2021.

Oder Investment Management reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
Oder Investment Management sold 5,016 Invesco BulletShares 2023 Municipal Bond ETF shares in Q1 2021, an estimated $128K.
Oder Investment Management first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q4 2020 and held it in 1 quarter.
Oder Investment Management's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $128K in Q4 2020.
26 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q1 2021.

Based on Oder Investment Management's 13F filing for Q1 2021, filed 10 May 2021.