HWM
BSMN

Horizons Wealth Management’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

Horizons Wealth Management’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
-32,282
Closed -$808K – 187
2023
Q3 		$808K Buy
32,282
+231
+0.7% +$5.8K 0.59% 25
2023
Q2 		$804K Buy
32,051
+57
+0.2% +$1.43K 0.57% 26
2023
Q1 		$803K Buy
31,994
+95
+0.3% +$2.39K 0.59% 25
2022
Q4 		$801K Buy
31,899
+24,142
+311% +$604K 0.64% 24
2022
Q3 		$192K Hold
7,757
– – 0.18% 53
2022
Q2 		$195K Buy
+7,757
New +$195K 0.16% 57

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

Horizons Wealth Management's BSMN Position: Q4 2023 in Review

Horizons Wealth Management sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 32,282 shares — an estimated $808K sold.

Horizons Wealth Management first reported a position in BSMN in Q2 2022 and held it in 6 quarters. The position peaked at $808K in Q3 2023. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

  • Horizons Wealth Management reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Horizons Wealth Management sold 32,282 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $808K.
  • Horizons Wealth Management first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q2 2022 and held it in 6 quarters.
  • Horizons Wealth Management's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $808K in Q3 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

Based on Horizons Wealth Management's 13F filing for Q4 2023, filed 8 Jan 2024.