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

IFP 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
2024 Q1	–	Sell	-603	Closed	-$15.1K	–	3270
2023 Q4	$15.1K	Sell	603 -9,603	-94%	-$241K	﹤0.01%	2027
2023 Q3	$256K	Buy	10,206 +12	+0.1%	+$301	0.01%	853
2023 Q2	$256K	Sell	10,194 -7,062	-41%	-$177K	0.01%	908
2023 Q1	$431K	Sell	17,256 -8,731	-34%	-$219K	0.02%	646
2022 Q4	$649K	Sell	25,987 -4,026	-13%	-$101K	0.02%	780
2022 Q3	$750K	Buy	30,013 +6,112	+26%	+$154K	0.02%	742
2022 Q2	$597K	Hold	23,901	–	–	0.02%	766
2022 Q1	$597K	Buy	+23,901	New	+$607K	0.02%	766

Other funds holding BSMN

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

IFP Advisors's BSMN Position: Q1 2024 in Review

IFP Advisors sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q1 2024, closing a stake of 603 shares — an estimated $15.1K sold.

IFP Advisors first reported a position in BSMN in Q1 2022 and held it in 8 quarters. The position peaked at $750K in Q3 2022. 0 funds tracked by Wall St. Rank hold BSMN as of Q1 2024.

IFP Advisors reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
IFP Advisors sold 603 Invesco BulletShares 2023 Municipal Bond ETF shares in Q1 2024, an estimated $15.1K.
IFP Advisors first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q1 2022 and held it in 8 quarters.
IFP Advisors's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $750K in Q3 2022.
0 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q1 2024.

Based on IFP Advisors's 13F filing for Q1 2024, filed 30 Jul 2024.