FFA
BSMN

Farther Finance Advisors’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

Farther Finance 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
-11,527
Closed -$289K – 3630
2023
Q3 		$289K Sell
11,527
-742
-6% -$18.6K 0.05% 303
2023
Q2 		$308K Buy
+12,269
New +$308K 0.07% 242

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

Farther Finance Advisors's BSMN Position: Q4 2023 in Review

Farther Finance Advisors sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 11,527 shares — an estimated $289K sold.

Farther Finance Advisors first reported a position in BSMN in Q2 2023 and held it in 2 quarters. The position peaked at $308K in Q2 2023. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

  • Farther Finance Advisors reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Farther Finance Advisors sold 11,527 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $289K.
  • Farther Finance Advisors first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q2 2023 and held it in 2 quarters.
  • Farther Finance Advisors's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $308K in Q2 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

Based on Farther Finance Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.