SCA
BSMM

Snowden Capital Advisors’s Invesco BulletShares 2022 Municipal Bond ETF BSMM Stock Holding History

Snowden Capital Advisors’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
Q1 		– Sell
-5,000
Closed -$126K – 2201
2021
Q4 		$126K Buy
+5,000
New +$127K 0.01% 778

Other funds holding BSMM

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BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $5.13B AUM 22.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Snowden Capital Advisors's BSMM Position: Q1 2022 in Review

Snowden Capital Advisors sold out of Invesco BulletShares 2022 Municipal Bond ETF (BSMM) in Q1 2022, closing a stake of 5,000 shares — an estimated $126K sold.

Snowden Capital Advisors first reported a position in BSMM in Q4 2021 and held it in 1 quarter. The position peaked at $126K in Q4 2021. 33 funds tracked by Wall St. Rank hold BSMM as of Q1 2022.

  • Snowden Capital Advisors reported no remaining Invesco BulletShares 2022 Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Snowden Capital Advisors sold 5,000 Invesco BulletShares 2022 Municipal Bond ETF shares in Q1 2022, an estimated $126K.
  • Snowden Capital Advisors first reported a position in Invesco BulletShares 2022 Municipal Bond ETF in Q4 2021 and held it in 1 quarter.
  • Snowden Capital Advisors's Invesco BulletShares 2022 Municipal Bond ETF position peaked at $126K in Q4 2021.
  • 33 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Municipal Bond ETF as of Q1 2022.

Based on Snowden Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.