HWMA
BSMP

Heritage Wealth Management (Arizona)’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		– Sell
-770
Closed -$18K – 1080
2022
Q3 		$18K Buy
+770
New +$18.9K 0.01% 548

Other funds holding BSMP

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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BSMP Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q4 2022, closing a stake of 770 shares — an estimated $18K sold.

Heritage Wealth Management (Arizona) first reported a position in BSMP in Q3 2022 and held it in 1 quarter. The position peaked at $18K in Q3 2022. 67 funds tracked by Wall St. Rank hold BSMP as of Q4 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 770 Invesco BulletShares 2025 Municipal Bond ETF shares in Q4 2022, an estimated $18K.
  • Heritage Wealth Management (Arizona) first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q3 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Invesco BulletShares 2025 Municipal Bond ETF position peaked at $18K in Q3 2022.
  • 67 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.