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Carmel Capital Partners’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

Carmel Capital Partners’s Portfolio BSMS Stock Details BSMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-6,000
Closed -$142K – 435
2023
Q1 		$142K Buy
+6,000
New +$141K 0.08% 150

Other funds holding BSMS

CIM
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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carmel Capital Partners's BSMS Position: Q2 2023 in Review

Carmel Capital Partners sold out of Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q2 2023, closing a stake of 6,000 shares — an estimated $142K sold.

Carmel Capital Partners first reported a position in BSMS in Q1 2023 and held it in 1 quarter. The position peaked at $142K in Q1 2023. 40 funds tracked by Wall St. Rank hold BSMS as of Q2 2023.

  • Carmel Capital Partners reported no remaining Invesco BulletShares 2028 Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 6,000 Invesco BulletShares 2028 Municipal Bond ETF shares in Q2 2023, an estimated $142K.
  • Carmel Capital Partners first reported a position in Invesco BulletShares 2028 Municipal Bond ETF in Q1 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Invesco BulletShares 2028 Municipal Bond ETF position peaked at $142K in Q1 2023.
  • 40 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q2 2023.

Based on Carmel Capital Partners's 13F filing for Q2 2023, filed 27 Jul 2023.