BW
BSMN

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

Bison Wealth’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
2021
Q2 		– Sell
-545
Closed -$14K – 502
2021
Q1 		$14K Hold
545
– – 0.01% 395
2020
Q4 		$14K Buy
+545
New +$13.9K 0.01% 348

Other funds holding BSMN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Bison Wealth's BSMN Position: Q2 2021 in Review

Bison Wealth sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q2 2021, closing a stake of 545 shares — an estimated $14K sold.

Bison Wealth first reported a position in BSMN in Q4 2020 and held it in 2 quarters. The position peaked at $14K in Q1 2021. 27 funds tracked by Wall St. Rank hold BSMN as of Q2 2021.

  • Bison Wealth reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Bison Wealth sold 545 Invesco BulletShares 2023 Municipal Bond ETF shares in Q2 2021, an estimated $14K.
  • Bison Wealth first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q4 2020 and held it in 2 quarters.
  • Bison Wealth's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $14K in Q1 2021.
  • 27 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q2 2021.

Based on Bison Wealth's 13F filing for Q2 2021, filed 2 Aug 2021.