PWP
BSML

Personal Wealth Partners’s Invesco BulletShares 2021 Municipal Bond ETF BSML Stock Holding History

Personal Wealth 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
Q3 		– Sell
-420
Closed -$11K – 430
2021
Q2 		$11K Buy
+420
New +$10.6K ﹤0.01% 262

Other funds holding BSML

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SI
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BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Personal Wealth Partners's BSML Position: Q3 2021 in Review

Personal Wealth Partners sold out of Invesco BulletShares 2021 Municipal Bond ETF (BSML) in Q3 2021, closing a stake of 420 shares — an estimated $11K sold.

Personal Wealth Partners first reported a position in BSML in Q2 2021 and held it in 1 quarter. The position peaked at $11K in Q2 2021. 16 funds tracked by Wall St. Rank hold BSML as of Q3 2021.

  • Personal Wealth Partners reported no remaining Invesco BulletShares 2021 Municipal Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 420 Invesco BulletShares 2021 Municipal Bond ETF shares in Q3 2021, an estimated $11K.
  • Personal Wealth Partners first reported a position in Invesco BulletShares 2021 Municipal Bond ETF in Q2 2021 and held it in 1 quarter.
  • Personal Wealth Partners's Invesco BulletShares 2021 Municipal Bond ETF position peaked at $11K in Q2 2021.
  • 16 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Municipal Bond ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.