AF
BSMN

Advisornet Financial’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

Advisornet Financial’s Portfolio BSMN Stock Details BSMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-591
Closed -$14.8K – 2513
2023
Q3 		$14.8K Hold
591
– – ﹤0.01% 1134
2023
Q2 		$14.8K Hold
591
– – ﹤0.01% 1210
2023
Q1 		$14.8K Hold
591
– – ﹤0.01% 1177
2022
Q4 		$14.9K Hold
591
– – ﹤0.01% 1164
2022
Q3 		$15K Hold
591
– – ﹤0.01% 1219
2022
Q2 		$15K Sell
591
-1,500
-72% -$37.7K ﹤0.01% 1242
2022
Q1 		$53K Sell
2,091
-5,832
-74% -$148K ﹤0.01% 949
2021
Q4 		$203K Hold
7,923
– – 0.01% 603
2021
Q3 		$203K Hold
7,923
– – 0.01% 577
2021
Q2 		$203K Hold
7,923
– – 0.01% 590
2021
Q1 		$203K Hold
7,923
– – 0.01% 562
2020
Q4 		$203K Buy
7,923
+7,332
+1,241% +$187K 0.02% 504
2020
Q3 		$15K Hold
591
– – ﹤0.01% 1180
2020
Q2 		$15K Buy
+591
New +$14.9K ﹤0.01% 1198

Other funds holding BSMN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Advisornet Financial's BSMN Position: Q4 2023 in Review

Advisornet Financial sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 591 shares — an estimated $14.8K sold.

Advisornet Financial first reported a position in BSMN in Q2 2020 and held it in 14 quarters. The position peaked at $203K in Q4 2021. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

  • Advisornet Financial reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Advisornet Financial sold 591 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $14.8K.
  • Advisornet Financial first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q2 2020 and held it in 14 quarters.
  • Advisornet Financial's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $203K in Q4 2021.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.