TWM
BSMP

Tradition Wealth Management’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Tradition Wealth Management’s Portfolio BSMP Stock Details BSMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-650
Closed -$17K – 1167
2021
Q1 		$17K Buy
650
+2
+0.3% +$52 ﹤0.01% 664
2020
Q4 		$17K Buy
+648
New +$16.8K ﹤0.01% 619

Other funds holding BSMP

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
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SHWM
Smith & Howard Wealth Management Atlanta, Georgia $462M AUM 12.39% 1-Year Est. Return

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

Tradition Wealth Management sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q2 2021, closing a stake of 650 shares — an estimated $17K sold.

Tradition Wealth Management first reported a position in BSMP in Q4 2020 and held it in 2 quarters. The position peaked at $17K in Q1 2021. 24 funds tracked by Wall St. Rank hold BSMP as of Q2 2021.

  • Tradition Wealth Management reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 650 Invesco BulletShares 2025 Municipal Bond ETF shares in Q2 2021, an estimated $17K.
  • Tradition Wealth Management first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2020 and held it in 2 quarters.
  • Tradition Wealth Management's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $17K in Q1 2021.
  • 24 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q2 2021.

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