HighTower Advisors
BSMN

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

HighTower 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
-25,369
Closed -$636K – 3901
2023
Q3 		$636K Buy
25,369
+881
+4% +$22.1K ﹤0.01% 2061
2023
Q2 		$615K Buy
24,488
+8
+0% +$201 ﹤0.01% 2053
2023
Q1 		$616K Sell
24,480
-493
-2% -$12.4K ﹤0.01% 1972
2022
Q4 		$628K Buy
+24,973
New +$625K ﹤0.01% 1970

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

HighTower Advisors's BSMN Position: Q4 2023 in Review

HighTower Advisors sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 25,369 shares — an estimated $636K sold.

HighTower Advisors first reported a position in BSMN in Q4 2022 and held it in 4 quarters. The position peaked at $636K in Q3 2023. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

  • HighTower Advisors reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • HighTower Advisors sold 25,369 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $636K.
  • HighTower Advisors first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q4 2022 and held it in 4 quarters.
  • HighTower Advisors's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $636K in Q3 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

Based on HighTower Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.