FOCUS Wealth Advisors’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

FOCUS Wealth Advisors’s Portfolio BSMU Stock Details BSMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-15,053	Closed	-$335K	–	57
2023 Q1	$335K	Hold	15,053	–	–	0.22%	47
2022 Q4	$326K	Hold	15,053	–	–	0.23%	44
2022 Q3	$313K	Buy	15,053 +1,811	+14%	+$39.6K	0.22%	44
2022 Q2	$288K	Hold	13,242	–	–	0.2%	40
2022 Q1	$307K	Buy	+13,242	New	+$323K	0.18%	40

Other funds holding BSMU

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IWP

Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FNB

Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

FOCUS Wealth Advisors sold out of Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q2 2023, closing a stake of 15,053 shares — an estimated $335K sold.

FOCUS Wealth Advisors first reported a position in BSMU in Q1 2022 and held it in 5 quarters. The position peaked at $335K in Q1 2023. 34 funds tracked by Wall St. Rank hold BSMU as of Q2 2023.

FOCUS Wealth Advisors reported no remaining Invesco BulletShares 2030 Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
FOCUS Wealth Advisors sold 15,053 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2023, an estimated $335K.
FOCUS Wealth Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q1 2022 and held it in 5 quarters.
FOCUS Wealth Advisors's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $335K in Q1 2023.
34 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2023.

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