Janney Montgomery Scott
BSMP

Janney Montgomery Scott’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Janney Montgomery Scott’s Portfolio BSMP Stock Details BSMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-48,979
Closed -$1.19M – 2583
2023
Q2 		$1.19M Buy
48,979
+477
+1% +$11.6K ﹤0.01% 1322
2023
Q1 		$1.19M Buy
48,502
+5,637
+13% +$138K ﹤0.01% 1229
2022
Q4 		$1.04M Hold
42,865
– – ﹤0.01% 1351
2022
Q3 		$1.02M Hold
42,865
– – ﹤0.01% 1303
2022
Q2 		$1.05M Buy
+42,865
New +$1.05M ﹤0.01% 1217

Other funds holding BSMP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janney Montgomery Scott's BSMP Position: Q3 2023 in Review

Janney Montgomery Scott sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q3 2023, closing a stake of 48,979 shares — an estimated $1.19M sold.

Janney Montgomery Scott first reported a position in BSMP in Q2 2022 and held it in 5 quarters. The position peaked at $1.19M in Q2 2023. 79 funds tracked by Wall St. Rank hold BSMP as of Q3 2023.

  • Janney Montgomery Scott reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 48,979 Invesco BulletShares 2025 Municipal Bond ETF shares in Q3 2023, an estimated $1.19M.
  • Janney Montgomery Scott first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q2 2022 and held it in 5 quarters.
  • Janney Montgomery Scott's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $1.19M in Q2 2023.
  • 79 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q3 2023.

Based on Janney Montgomery Scott's 13F filing for Q3 2023, filed 8 Nov 2023.