Steward Partners Investment Advisory’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Steward Partners Investment Advisory’s Portfolio BSMU Stock Details BSMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,095	Closed	-$28K	–	3185
2021 Q2	$28K	Hold	1,095	–	–	﹤0.01%	4377
2021 Q1	$27.4K	Buy	+1,095	New	+$27.8K	﹤0.01%	2316

Other funds holding BSMU

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Steward Partners Investment Advisory's BSMU Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q3 2021, closing a stake of 1,095 shares — an estimated $28K sold.

Steward Partners Investment Advisory first reported a position in BSMU in Q1 2021 and held it in 2 quarters. The position peaked at $28K in Q2 2021. 9 funds tracked by Wall St. Rank hold BSMU as of Q3 2021.

Steward Partners Investment Advisory reported no remaining Invesco BulletShares 2030 Municipal Bond ETF position as of Q3 2021 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,095 Invesco BulletShares 2030 Municipal Bond ETF shares in Q3 2021, an estimated $28K.
Steward Partners Investment Advisory first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q1 2021 and held it in 2 quarters.
Steward Partners Investment Advisory's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $28K in Q2 2021.
9 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.