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Tradition Wealth Management’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Tradition Wealth Management’s Portfolio BSMR Stock Details BSMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-658
Closed -$17K – 828
2020
Q4 		$17K Buy
+658
New +$16.7K ﹤0.01% 621

Other funds holding BSMR

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BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $295M AUM 14.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tradition Wealth Management's BSMR Position: Q1 2021 in Review

Tradition Wealth Management sold out of Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q1 2021, closing a stake of 658 shares — an estimated $17K sold.

Tradition Wealth Management first reported a position in BSMR in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 16 funds tracked by Wall St. Rank hold BSMR as of Q1 2021.

  • Tradition Wealth Management reported no remaining Invesco BulletShares 2027 Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 658 Invesco BulletShares 2027 Municipal Bond ETF shares in Q1 2021, an estimated $17K.
  • Tradition Wealth Management first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2020 and held it in 1 quarter.
  • Tradition Wealth Management's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $17K in Q4 2020.
  • 16 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q1 2021.

Based on Tradition Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.