Gateway Wealth Partners’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

Gateway Wealth Partners’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	-244,802	Closed	-$6.13M	–	295
2023 Q3	$6.13M	Sell	244,802 -22,330	-8%	-$560K	1.1%	20
2023 Q2	$6.7M	Sell	267,132 -11,000	-4%	-$276K	1.2%	17
2023 Q1	$6.98M	Buy	278,132 +16,314	+6%	+$410K	1.07%	20
2022 Q4	$6.58M	Buy	+261,818	New	+$6.55M	1.13%	19

Other funds holding BSMN

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Gateway Wealth Partners's BSMN Position: Q4 2023 in Review

Gateway Wealth Partners sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 244,802 shares — an estimated $6.13M sold.

Gateway Wealth Partners first reported a position in BSMN in Q4 2022 and held it in 4 quarters. The position peaked at $6.98M in Q1 2023. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

Gateway Wealth Partners reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Gateway Wealth Partners sold 244,802 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $6.13M.
Gateway Wealth Partners first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q4 2022 and held it in 4 quarters.
Gateway Wealth Partners's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $6.98M in Q1 2023.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

Based on Gateway Wealth Partners's 13F filing for Q4 2023, filed 13 Feb 2024.