FNC
BSMN

First National Corp’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

First National Corp’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
2020
Q2 		– Sell
-20,050
Closed -$573K – 155
2020
Q1 		$573K Buy
+20,050
New +$503K 0.37% 62

Other funds holding BSMN

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

First National Corp's BSMN Position: Q2 2020 in Review

First National Corp sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q2 2020, closing a stake of 20,050 shares — an estimated $573K sold.

First National Corp first reported a position in BSMN in Q1 2020 and held it in 1 quarter. The position peaked at $573K in Q1 2020. 12 funds tracked by Wall St. Rank hold BSMN as of Q2 2020.

  • First National Corp reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q2 2020 after selling out during the quarter.
  • First National Corp sold 20,050 Invesco BulletShares 2023 Municipal Bond ETF shares in Q2 2020, an estimated $573K.
  • First National Corp first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q1 2020 and held it in 1 quarter.
  • First National Corp's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $573K in Q1 2020.
  • 12 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q2 2020.

Based on First National Corp's 13F filing for Q2 2020, filed 21 Jul 2020.