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Chris Bulman’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Chris Bulman’s Portfolio BSMR Stock Details BSMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-841
Closed -$19.7K – 158
2024
Q2 		$19.7K Buy
+841
New +$19.8K 0.01% 257

Other funds holding BSMR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Chris Bulman's BSMR Position: Q3 2024 in Review

Chris Bulman sold out of Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q3 2024, closing a stake of 841 shares — an estimated $19.7K sold.

Chris Bulman first reported a position in BSMR in Q2 2024 and held it in 1 quarter. The position peaked at $19.7K in Q2 2024. 92 funds tracked by Wall St. Rank hold BSMR as of Q3 2024.

  • Chris Bulman reported no remaining Invesco BulletShares 2027 Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Chris Bulman sold 841 Invesco BulletShares 2027 Municipal Bond ETF shares in Q3 2024, an estimated $19.7K.
  • Chris Bulman first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q2 2024 and held it in 1 quarter.
  • Chris Bulman's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $19.7K in Q2 2024.
  • 92 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q3 2024.

Based on Chris Bulman's 13F filing for Q3 2024, filed 22 Oct 2024.