SWP
BSMM

Stratos Wealth Partners’s Invesco BulletShares 2022 Municipal Bond ETF BSMM Stock Holding History

Stratos Wealth Partners’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
2020
Q4 		– Sell
-8,714
Closed -$221K – 1118
2020
Q3 		$221K Buy
8,714
+578
+7% +$14.7K 0.01% 891
2020
Q2 		$205K Buy
+8,136
New +$204K 0.01% 897

Other funds holding BSMM

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $5.13B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Invesco BulletShares 2022 Municipal Bond ETF (BSMM) in Q4 2020, closing a stake of 8,714 shares — an estimated $221K sold.

Stratos Wealth Partners first reported a position in BSMM in Q2 2020 and held it in 2 quarters. The position peaked at $221K in Q3 2020. 25 funds tracked by Wall St. Rank hold BSMM as of Q4 2020.

  • Stratos Wealth Partners reported no remaining Invesco BulletShares 2022 Municipal Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Stratos Wealth Partners sold 8,714 Invesco BulletShares 2022 Municipal Bond ETF shares in Q4 2020, an estimated $221K.
  • Stratos Wealth Partners first reported a position in Invesco BulletShares 2022 Municipal Bond ETF in Q2 2020 and held it in 2 quarters.
  • Stratos Wealth Partners's Invesco BulletShares 2022 Municipal Bond ETF position peaked at $221K in Q3 2020.
  • 25 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Municipal Bond ETF as of Q4 2020.

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