PWP
BSMM

Personal Wealth Partners’s Invesco BulletShares 2022 Municipal Bond ETF BSMM Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-418
Closed -$11K – 425
2021
Q2 		$11K Buy
+418
New +$10.6K ﹤0.01% 261

Other funds holding BSMM

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
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $5.13B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

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

Personal Wealth Partners sold out of Invesco BulletShares 2022 Municipal Bond ETF (BSMM) in Q3 2021, closing a stake of 418 shares — an estimated $11K sold.

Personal Wealth Partners first reported a position in BSMM in Q2 2021 and held it in 1 quarter. The position peaked at $11K in Q2 2021. 27 funds tracked by Wall St. Rank hold BSMM as of Q3 2021.

  • Personal Wealth Partners reported no remaining Invesco BulletShares 2022 Municipal Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 418 Invesco BulletShares 2022 Municipal Bond ETF shares in Q3 2021, an estimated $11K.
  • Personal Wealth Partners first reported a position in Invesco BulletShares 2022 Municipal Bond ETF in Q2 2021 and held it in 1 quarter.
  • Personal Wealth Partners's Invesco BulletShares 2022 Municipal Bond ETF position peaked at $11K in Q2 2021.
  • 27 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Municipal Bond ETF as of Q3 2021.

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