BWM
BSMN

BCGM Wealth Management’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

BCGM Wealth Management’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
Q1 		– Sell
-14,000
Closed -$352K – 117
2022
Q4 		$352K Hold
14,000
– – 0.17% 79
2022
Q3 		$349K Buy
+14,000
New +$352K 0.17% 78

Other funds holding BSMN

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

BCGM Wealth Management's BSMN Position: Q1 2023 in Review

BCGM Wealth Management sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q1 2023, closing a stake of 14,000 shares — an estimated $352K sold.

BCGM Wealth Management first reported a position in BSMN in Q3 2022 and held it in 2 quarters. The position peaked at $352K in Q4 2022. 83 funds tracked by Wall St. Rank hold BSMN as of Q1 2023.

  • BCGM Wealth Management reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • BCGM Wealth Management sold 14,000 Invesco BulletShares 2023 Municipal Bond ETF shares in Q1 2023, an estimated $352K.
  • BCGM Wealth Management first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q3 2022 and held it in 2 quarters.
  • BCGM Wealth Management's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $352K in Q4 2022.
  • 83 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q1 2023.

Based on BCGM Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.