HWA
BSMN

HHM Wealth Advisors’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

HHM Wealth Advisors’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
-2,965
Closed -$74.2K – 828
2023
Q3 		$74.2K Hold
2,965
– – 0.01% 228
2023
Q2 		$74.4K Hold
2,965
– – 0.01% 239
2023
Q1 		$74.4K Hold
2,965
– – 0.02% 230
2022
Q4 		$74.5K Hold
2,965
– – 0.02% 200
2022
Q3 		$73K Hold
2,965
– – 0.02% 187
2022
Q2 		$75K Hold
2,965
– – 0.02% 223
2022
Q1 		$75K Hold
2,965
– – 0.02% 248
2021
Q4 		$76K Hold
2,965
– – 0.02% 254
2021
Q3 		$76K Hold
2,965
– – 0.02% 244
2021
Q2 		$76K Hold
2,965
– – 0.02% 236
2021
Q1 		$76K Hold
2,965
– – 0.02% 219
2020
Q4 		$76K Hold
2,965
– – 0.03% 206
2020
Q3 		$76K Hold
2,965
– – 0.03% 179
2020
Q2 		$75K Hold
2,965
– – 0.03% 185
2020
Q1 		$74K Buy
+2,965
New +$74.4K 0.04% 162

Other funds holding BSMN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

HHM Wealth Advisors's BSMN Position: Q4 2023 in Review

HHM Wealth Advisors sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 2,965 shares — an estimated $74.2K sold.

HHM Wealth Advisors first reported a position in BSMN in Q1 2020 and held it in 15 quarters. The position peaked at $76K in Q4 2021. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

  • HHM Wealth Advisors reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 2,965 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $74.2K.
  • HHM Wealth Advisors first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q1 2020 and held it in 15 quarters.
  • HHM Wealth Advisors's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $76K in Q4 2021.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.