Cambridge Investment Research Advisors
BSMN

Cambridge Investment Research Advisors’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

Cambridge Investment Research 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
-60,766
Closed -$1.52M – 3327
2023
Q3 		$1.52M Sell
60,766
-17,458
-22% -$438K 0.01% 1305
2023
Q2 		$1.96M Buy
78,224
+18,365
+31% +$461K 0.01% 1185
2023
Q1 		$1.5M Hold
59,859
– – 0.01% 1313
2022
Q4 		$1.5M Buy
59,859
+17,970
+43% +$450K 0.01% 1257
2022
Q3 		$1.04M Buy
41,889
+2,036
+5% +$51.2K 0.01% 1451
2022
Q2 		$1M Buy
39,853
+29,126
+272% +$732K 0.01% 1481
2022
Q1 		$270K Hold
10,727
– – ﹤0.01% 2633
2021
Q4 		$275K Hold
10,727
– – ﹤0.01% 2607
2021
Q3 		$275K Sell
10,727
-5,383
-33% -$138K ﹤0.01% 2537
2021
Q2 		$413K Buy
16,110
+1
+0% +$26 ﹤0.01% 2213
2021
Q1 		$413K Buy
+16,109
New +$413K ﹤0.01% 2030

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

Cambridge Investment Research Advisors's BSMN Position: Q4 2023 in Review

Cambridge Investment Research Advisors sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 60,766 shares — an estimated $1.52M sold.

Cambridge Investment Research Advisors first reported a position in BSMN in Q1 2021 and held it in 11 quarters. The position peaked at $1.96M in Q2 2023. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

  • Cambridge Investment Research Advisors reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 60,766 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $1.52M.
  • Cambridge Investment Research Advisors first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q1 2021 and held it in 11 quarters.
  • Cambridge Investment Research Advisors's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $1.96M in Q2 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.