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Advisory Services Network’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Advisory Services Network’s Portfolio BSMV Stock Details BSMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-788
Closed -$17.1K – 1749
2023
Q4 		$17.1K Buy
+788
New +$16.2K ﹤0.01% 2609

Other funds holding BSMV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Advisory Services Network's BSMV Position: Q1 2024 in Review

Advisory Services Network sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q1 2024, closing a stake of 788 shares — an estimated $17.1K sold.

Advisory Services Network first reported a position in BSMV in Q4 2023 and held it in 1 quarter. The position peaked at $17.1K in Q4 2023. 40 funds tracked by Wall St. Rank hold BSMV as of Q1 2024.

  • Advisory Services Network reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Advisory Services Network sold 788 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2024, an estimated $17.1K.
  • Advisory Services Network first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2023 and held it in 1 quarter.
  • Advisory Services Network's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $17.1K in Q4 2023.
  • 40 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.