TWM
BSMO

Tradition Wealth Management’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Tradition Wealth Management’s Portfolio BSMO Stock Details BSMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-652
Closed -$17K – 1185
2021
Q1 		$17K Buy
652
+1
+0.2% +$26 ﹤0.01% 673
2020
Q4 		$17K Buy
+651
New +$16.7K ﹤0.01% 627

Other funds holding BSMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $5.13B AUM 22.98% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BC
Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Tradition Wealth Management sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q2 2021, closing a stake of 652 shares — an estimated $17K sold.

Tradition Wealth Management first reported a position in BSMO 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 BSMO as of Q2 2021.

  • Tradition Wealth Management reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 652 Invesco BulletShares 2024 Municipal Bond ETF shares in Q2 2021, an estimated $17K.
  • Tradition Wealth Management first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2020 and held it in 2 quarters.
  • Tradition Wealth Management's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $17K in Q1 2021.
  • 25 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q2 2021.

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