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Kades & Cheifetz’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Kades & Cheifetz’s Portfolio BSMR Stock Details BSMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$272K Buy
11,506
+2,038
+22% +$48.3K 0.14% 88
2024
Q3 		$224K Buy
+9,468
New +$224K 0.13% 85

Other funds holding BSMR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kades & Cheifetz's BSMR Position: Q4 2024 in Review

Kades & Cheifetz increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 22% in Q4 2024, buying an estimated $48.3K and bringing the position to 11,506 shares worth $272K. The position accounts for 0.14% of the portfolio, ranked #88.

Kades & Cheifetz first reported a position in BSMR in Q3 2024 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold BSMR as of Q4 2024.

  • Kades & Cheifetz held 11,506 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $272K as of Q4 2024.
  • Kades & Cheifetz bought 2,038 Invesco BulletShares 2027 Municipal Bond ETF shares in Q4 2024, an estimated $48.3K.
  • Invesco BulletShares 2027 Municipal Bond ETF made up 0.14% of Kades & Cheifetz's portfolio in Q4 2024, its #88 holding.
  • Kades & Cheifetz first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • 108 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.