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FOCUS Wealth Advisors’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

FOCUS Wealth Advisors’s Portfolio BSMT Stock Details BSMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,888
Closed -$278K – 56
2023
Q1 		$278K Hold
11,888
– – 0.18% 51
2022
Q4 		$272K Hold
11,888
– – 0.19% 46
2022
Q3 		$261K Buy
+11,888
New +$274K 0.18% 46

Other funds holding BSMT

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
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return

FOCUS Wealth Advisors's BSMT Position: Q2 2023 in Review

FOCUS Wealth Advisors sold out of Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q2 2023, closing a stake of 11,888 shares — an estimated $278K sold.

FOCUS Wealth Advisors first reported a position in BSMT in Q3 2022 and held it in 3 quarters. The position peaked at $278K in Q1 2023. 40 funds tracked by Wall St. Rank hold BSMT as of Q2 2023.

  • FOCUS Wealth Advisors reported no remaining Invesco BulletShares 2029 Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
  • FOCUS Wealth Advisors sold 11,888 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2023, an estimated $278K.
  • FOCUS Wealth Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2022 and held it in 3 quarters.
  • FOCUS Wealth Advisors's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $278K in Q1 2023.
  • 40 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2023.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.