Bleakley Financial Group’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

Bleakley Financial Group’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	-13,872	Closed	-$347K	–	989
2023 Q3	$347K	Hold	13,872	–	–	0.01%	641
2023 Q2	$348K	Hold	13,872	–	–	0.01%	682
2023 Q1	$348K	Hold	13,872	–	–	0.01%	666
2022 Q4	$349K	Buy	+13,872	New	+$347K	0.01%	649

Other funds holding BSMN

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

Bleakley Financial Group's BSMN Position: Q4 2023 in Review

Bleakley Financial Group sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 13,872 shares — an estimated $347K sold.

Bleakley Financial Group first reported a position in BSMN in Q4 2022 and held it in 4 quarters. The position peaked at $349K in Q4 2022. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

Bleakley Financial Group reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Bleakley Financial Group sold 13,872 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $347K.
Bleakley Financial Group first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q4 2022 and held it in 4 quarters.
Bleakley Financial Group's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $349K in Q4 2022.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

Based on Bleakley Financial Group's 13F filing for Q4 2023, filed 25 Jan 2024.