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FOCUS Wealth Advisors’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

FOCUS Wealth Advisors’s Portfolio BSMV Stock Details BSMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-16,166
Closed -$346K – 58
2023
Q1 		$346K Hold
16,166
– – 0.23% 45
2022
Q4 		$336K Hold
16,166
– – 0.23% 43
2022
Q3 		$319K Buy
+16,166
New +$337K 0.23% 43

Other funds holding BSMV

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return

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

FOCUS Wealth Advisors sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q2 2023, closing a stake of 16,166 shares — an estimated $346K sold.

FOCUS Wealth Advisors first reported a position in BSMV in Q3 2022 and held it in 3 quarters. The position peaked at $346K in Q1 2023. 25 funds tracked by Wall St. Rank hold BSMV as of Q2 2023.

  • FOCUS Wealth Advisors reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
  • FOCUS Wealth Advisors sold 16,166 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2023, an estimated $346K.
  • FOCUS Wealth Advisors first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2022 and held it in 3 quarters.
  • FOCUS Wealth Advisors's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $346K in Q1 2023.
  • 25 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2023.

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