BPA
BSMN

Beacon Pointe Advisors’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

Beacon Pointe Advisors’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
-8,813
Closed -$221K – 1406
2023
Q3 		$221K Buy
8,813
+4
+0% +$100 ﹤0.01% 1189
2023
Q2 		$221K Buy
8,809
+803
+10% +$20.2K ﹤0.01% 983
2023
Q1 		$201K Buy
+8,006
New +$201K ﹤0.01% 1073

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

Beacon Pointe Advisors's BSMN Position: Q4 2023 in Review

Beacon Pointe Advisors sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 8,813 shares — an estimated $221K sold.

Beacon Pointe Advisors first reported a position in BSMN in Q1 2023 and held it in 3 quarters. The position peaked at $221K in Q2 2023. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

  • Beacon Pointe Advisors reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Beacon Pointe Advisors sold 8,813 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $221K.
  • Beacon Pointe Advisors first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q1 2023 and held it in 3 quarters.
  • Beacon Pointe Advisors's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $221K in Q2 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

Based on Beacon Pointe Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.