GWP
BSMN

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

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return