TF
BSMM

TLWM Financial’s Invesco BulletShares 2022 Municipal Bond ETF BSMM Stock Holding History

TLWM Financial’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
-10,984
Closed -$229K – 66
2022
Q3 		$229K Sell
10,984
-3,858
-26% -$97.7K 0.1% 50
2022
Q2 		$376K Buy
14,842
+4,962
+50% +$125K 0.14% 53
2022
Q1 		$250K Hold
9,880
– – 0.09% 64
2021
Q4 		$251K Buy
+9,880
New +$251K 0.08% 64

Other funds holding BSMM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TLWM Financial's BSMM Position: Q4 2022 in Review

TLWM Financial sold out of Invesco BulletShares 2022 Municipal Bond ETF (BSMM) in Q4 2022, closing a stake of 10,984 shares — an estimated $229K sold.

TLWM Financial first reported a position in BSMM in Q4 2021 and held it in 4 quarters. The position peaked at $376K in Q2 2022. 1 fund tracked by Wall St. Rank holds BSMM as of Q4 2022.

  • TLWM Financial reported no remaining Invesco BulletShares 2022 Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • TLWM Financial sold 10,984 Invesco BulletShares 2022 Municipal Bond ETF shares in Q4 2022, an estimated $229K.
  • TLWM Financial first reported a position in Invesco BulletShares 2022 Municipal Bond ETF in Q4 2021 and held it in 4 quarters.
  • TLWM Financial's Invesco BulletShares 2022 Municipal Bond ETF position peaked at $376K in Q2 2022.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 Municipal Bond ETF as of Q4 2022.

Based on TLWM Financial's 13F filing for Q4 2022, filed 10 Feb 2023.