SWP
BSML

Stratos Wealth Partners’s Invesco BulletShares 2021 Municipal Bond ETF BSML Stock Holding History

Stratos Wealth Partners’s Portfolio BSML Stock Details BSML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-9,051
Closed -$229K – 1120
2020
Q3 		$229K Sell
9,051
-116
-1% -$2.94K 0.01% 876
2020
Q2 		$232K Buy
+9,167
New +$231K 0.01% 848

Other funds holding BSML

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stratos Wealth Partners's BSML Position: Q4 2020 in Review

Stratos Wealth Partners sold out of Invesco BulletShares 2021 Municipal Bond ETF (BSML) in Q4 2020, closing a stake of 9,051 shares — an estimated $229K sold.

Stratos Wealth Partners first reported a position in BSML in Q2 2020 and held it in 2 quarters. The position peaked at $232K in Q2 2020. 14 funds tracked by Wall St. Rank hold BSML as of Q4 2020.

  • Stratos Wealth Partners reported no remaining Invesco BulletShares 2021 Municipal Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Stratos Wealth Partners sold 9,051 Invesco BulletShares 2021 Municipal Bond ETF shares in Q4 2020, an estimated $229K.
  • Stratos Wealth Partners first reported a position in Invesco BulletShares 2021 Municipal Bond ETF in Q2 2020 and held it in 2 quarters.
  • Stratos Wealth Partners's Invesco BulletShares 2021 Municipal Bond ETF position peaked at $232K in Q2 2020.
  • 14 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Municipal Bond ETF as of Q4 2020.

Based on Stratos Wealth Partners's 13F filing for Q4 2020, filed 29 Jan 2021.