Financial Advocates Investment Management’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

Financial Advocates Investment Management’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	-9,275	Closed	-$232K	–	790
2023 Q3	$232K	Sell	9,275 -438	-5%	-$11K	0.02%	603
2023 Q2	$244K	Sell	9,713 -398	-4%	-$9.99K	0.02%	585
2023 Q1	$254K	Sell	10,111 -768	-7%	-$19.3K	0.02%	607
2022 Q4	$273K	Buy	+10,879	New	+$272K	0.02%	586

Other funds holding BSMN

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

Financial Advocates Investment Management's BSMN Position: Q4 2023 in Review

Financial Advocates Investment Management sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 9,275 shares — an estimated $232K sold.

Financial Advocates Investment Management first reported a position in BSMN in Q4 2022 and held it in 4 quarters. The position peaked at $273K in Q4 2022. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

Financial Advocates Investment Management reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 9,275 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $232K.
Financial Advocates Investment Management first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q4 2022 and held it in 4 quarters.
Financial Advocates Investment Management's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $273K in Q4 2022.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

Based on Financial Advocates Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.