Gateway Wealth Partners’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Gateway Wealth Partners’s Portfolio BSMP Stock Details BSMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-178,833	Closed	-$4.29M	–	230
2023 Q3	$4.29M	Buy	178,833 +3,439	+2%	+$83.4K	0.77%	28
2023 Q2	$4.27M	Buy	175,394 +15,503	+10%	+$378K	0.76%	26
2023 Q1	$3.92M	Buy	159,891 +36,914	+30%	+$903K	0.6%	29
2022 Q4	$2.99M	Buy	+122,977	New	+$2.97M	0.51%	38

Other funds holding BSMP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

OFS

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

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

Gateway Wealth Partners sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q4 2023, closing a stake of 178,833 shares — an estimated $4.29M sold.

Gateway Wealth Partners first reported a position in BSMP in Q4 2022 and held it in 4 quarters. The position peaked at $4.29M in Q3 2023. 99 funds tracked by Wall St. Rank hold BSMP as of Q4 2023.

Gateway Wealth Partners reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Gateway Wealth Partners sold 178,833 Invesco BulletShares 2025 Municipal Bond ETF shares in Q4 2023, an estimated $4.29M.
Gateway Wealth Partners first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2022 and held it in 4 quarters.
Gateway Wealth Partners's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $4.29M in Q3 2023.
99 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q4 2023.

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