CI
BSMN

CX Institutional’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

CX Institutional’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
2022
Q3 		– Sell
-370
Closed -$9K – 1175
2022
Q2 		$9K Buy
+370
New +$9.3K ﹤0.01% 968

Other funds holding BSMN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

CX Institutional's BSMN Position: Q3 2022 in Review

CX Institutional sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q3 2022, closing a stake of 370 shares — an estimated $9K sold.

CX Institutional first reported a position in BSMN in Q2 2022 and held it in 1 quarter. The position peaked at $9K in Q2 2022. 59 funds tracked by Wall St. Rank hold BSMN as of Q3 2022.

  • CX Institutional reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
  • CX Institutional sold 370 Invesco BulletShares 2023 Municipal Bond ETF shares in Q3 2022, an estimated $9K.
  • CX Institutional first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q2 2022 and held it in 1 quarter.
  • CX Institutional's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $9K in Q2 2022.
  • 59 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q3 2022.

Based on CX Institutional's 13F filing for Q3 2022, filed 4 Nov 2022.