Carson Wealth (CWM LLC)
BSMN

Carson Wealth (CWM LLC)’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

Carson Wealth (CWM LLC)’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
-3,227
Closed -$81K – 4637
2023
Q3 		$81K Buy
3,227
+1,893
+142% +$47.5K ﹤0.01% 1761
2023
Q2 		$33K Hold
1,334
– – ﹤0.01% 2305
2023
Q1 		$33K Hold
1,334
– – ﹤0.01% 2170
2022
Q4 		$34K Sell
1,334
-1,241
-48% -$31K ﹤0.01% 2009
2022
Q3 		$64K Sell
2,575
-1,422
-36% -$35.8K ﹤0.01% 1556
2022
Q2 		$101K Buy
+3,997
New +$100K ﹤0.01% 1310

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

Carson Wealth (CWM LLC)'s BSMN Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 3,227 shares — an estimated $81K sold.

Carson Wealth (CWM LLC) first reported a position in BSMN in Q2 2022 and held it in 6 quarters. The position peaked at $101K in Q2 2022. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3,227 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $81K.
  • Carson Wealth (CWM LLC) first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q2 2022 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Invesco BulletShares 2023 Municipal Bond ETF position peaked at $101K in Q2 2022.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.