SCFS
BSMM

S.C. Financial Services’s Invesco BulletShares 2022 Municipal Bond ETF BSMM Stock Holding History

S.C. Financial Services’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
-18,338
Closed -$464K – 135
2022
Q3 		$464K Buy
18,338
+9,189
+100% +$233K 0.74% 45
2022
Q2 		$232K Buy
+9,149
New +$231K 0.36% 96

Other funds holding BSMM

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

S.C. Financial Services's BSMM Position: Q4 2022 in Review

S.C. Financial Services sold out of Invesco BulletShares 2022 Municipal Bond ETF (BSMM) in Q4 2022, closing a stake of 18,338 shares — an estimated $464K sold.

S.C. Financial Services first reported a position in BSMM in Q2 2022 and held it in 2 quarters. The position peaked at $464K in Q3 2022. 1 fund tracked by Wall St. Rank holds BSMM as of Q4 2022.

  • S.C. Financial Services reported no remaining Invesco BulletShares 2022 Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • S.C. Financial Services sold 18,338 Invesco BulletShares 2022 Municipal Bond ETF shares in Q4 2022, an estimated $464K.
  • S.C. Financial Services first reported a position in Invesco BulletShares 2022 Municipal Bond ETF in Q2 2022 and held it in 2 quarters.
  • S.C. Financial Services's Invesco BulletShares 2022 Municipal Bond ETF position peaked at $464K in Q3 2022.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 Municipal Bond ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.