TWM
BSMM

Tradition Wealth Management’s Invesco BulletShares 2022 Municipal Bond ETF BSMM Stock Holding History

Tradition Wealth Management’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
2021
Q2 		– Sell
-657
Closed -$17K – 1188
2021
Q1 		$17K Buy
657
+1
+0.2% +$25 ﹤0.01% 678
2020
Q4 		$17K Buy
+656
New +$16.7K ﹤0.01% 629

Other funds holding BSMM

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
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $5.13B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Tradition Wealth Management's BSMM Position: Q2 2021 in Review

Tradition Wealth Management sold out of Invesco BulletShares 2022 Municipal Bond ETF (BSMM) in Q2 2021, closing a stake of 657 shares — an estimated $17K sold.

Tradition Wealth Management first reported a position in BSMM in Q4 2020 and held it in 2 quarters. The position peaked at $17K in Q1 2021. 25 funds tracked by Wall St. Rank hold BSMM as of Q2 2021.

  • Tradition Wealth Management reported no remaining Invesco BulletShares 2022 Municipal Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 657 Invesco BulletShares 2022 Municipal Bond ETF shares in Q2 2021, an estimated $17K.
  • Tradition Wealth Management first reported a position in Invesco BulletShares 2022 Municipal Bond ETF in Q4 2020 and held it in 2 quarters.
  • Tradition Wealth Management's Invesco BulletShares 2022 Municipal Bond ETF position peaked at $17K in Q1 2021.
  • 25 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Municipal Bond ETF as of Q2 2021.

Based on Tradition Wealth Management's 13F filing for Q2 2021, filed 9 Aug 2021.