JCM
BSMN

J2 Capital Management’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

J2 Capital 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
Q2 		– Sell
-8,488
Closed -$213K – 109
2023
Q1 		$213K Sell
8,488
-1,345
-14% -$33.8K 0.33% 85
2022
Q4 		$247K Hold
9,833
– – 0.42% 69
2022
Q3 		$244K Buy
+9,833
New +$247K 0.46% 59

Other funds holding BSMN

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

J2 Capital Management's BSMN Position: Q2 2023 in Review

J2 Capital Management sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q2 2023, closing a stake of 8,488 shares — an estimated $213K sold.

J2 Capital Management first reported a position in BSMN in Q3 2022 and held it in 3 quarters. The position peaked at $247K in Q4 2022. 83 funds tracked by Wall St. Rank hold BSMN as of Q2 2023.

  • J2 Capital Management reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
  • J2 Capital Management sold 8,488 Invesco BulletShares 2023 Municipal Bond ETF shares in Q2 2023, an estimated $213K.
  • J2 Capital Management first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q3 2022 and held it in 3 quarters.
  • J2 Capital Management's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $247K in Q4 2022.
  • 83 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q2 2023.

Based on J2 Capital Management's 13F filing for Q2 2023, filed 17 Jul 2023.