SPIA
BSMM

Steward Partners Investment Advisory’s Invesco BulletShares 2022 Municipal Bond ETF BSMM Stock Holding History

Steward Partners Investment Advisory’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
-1,178
Closed -$30K – 3494
2022
Q3 		$30K Hold
1,178
– – ﹤0.01% 2035
2022
Q2 		$30K Hold
1,178
– – ﹤0.01% 2046
2022
Q1 		$30K Hold
1,178
– – ﹤0.01% 2184
2021
Q4 		$30K Hold
1,178
– – ﹤0.01% 2153
2021
Q3 		$30K Hold
1,178
– – ﹤0.01% 2145
2021
Q2 		$30K Buy
+1,178
New +$30K ﹤0.01% 4228

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Steward Partners Investment Advisory's BSMM Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of Invesco BulletShares 2022 Municipal Bond ETF (BSMM) in Q4 2022, closing a stake of 1,178 shares — an estimated $30K sold.

Steward Partners Investment Advisory first reported a position in BSMM in Q2 2021 and held it in 6 quarters. The position peaked at $30K in Q3 2022. 1 fund tracked by Wall St. Rank holds BSMM as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining Invesco BulletShares 2022 Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,178 Invesco BulletShares 2022 Municipal Bond ETF shares in Q4 2022, an estimated $30K.
  • Steward Partners Investment Advisory first reported a position in Invesco BulletShares 2022 Municipal Bond ETF in Q2 2021 and held it in 6 quarters.
  • Steward Partners Investment Advisory's Invesco BulletShares 2022 Municipal Bond ETF position peaked at $30K in Q3 2022.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 Municipal Bond ETF as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.