Argent Financial Group’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Argent Financial Group’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
2024 Q3	$264K	Buy	+10,779	New	+$264K	0.03%	273

Other funds holding BSMP

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Argent Financial Group's BSMP Position: Q3 2024 in Review

Argent Financial Group opened a new position in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q3 2024: 10,779 shares worth $264K. The stake represents 0.03% of the portfolio and ranks #273 among its holdings.

113 funds tracked by Wall St. Rank hold BSMP as of Q3 2024.

Argent Financial Group held 10,779 shares of Invesco BulletShares 2025 Municipal Bond ETF worth $264K as of Q3 2024.
Invesco BulletShares 2025 Municipal Bond ETF was a new Argent Financial Group position in Q3 2024.
Invesco BulletShares 2025 Municipal Bond ETF made up 0.03% of Argent Financial Group's portfolio in Q3 2024, its #273 holding.
113 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.