Key Financial Inc’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

Key Financial Inc’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	-18,280	Closed	-$458K	–	1360
2023 Q3	$458K	Hold	18,280	–	–	0.15%	111
2023 Q2	$458K	Hold	18,280	–	–	0.15%	121
2023 Q1	$459K	Hold	18,280	–	–	0.17%	115
2022 Q4	$453K	Hold	18,280	–	–	0.21%	92
2022 Q3	$453K	Hold	18,280	–	–	0.21%	92
2022 Q2	$461K	Hold	18,280	–	–	0.25%	76
2022 Q1	$461K	Hold	18,280	–	–	0.23%	83
2021 Q4	$468K	Hold	18,280	–	–	0.23%	80
2021 Q3	$469K	Hold	18,280	–	–	0.27%	75
2021 Q2	$470K	Buy	18,280 +4,765	+35%	+$122K	0.26%	77
2021 Q1	$346K	Buy	13,515 +3,120	+30%	+$80K	0.23%	90
2020 Q4	$266K	Hold	10,395	–	–	0.2%	93
2020 Q3	$266K	Buy	+10,395	New	+$266K	0.27%	87

Other funds holding BSMN

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

Key Financial Inc's BSMN Position: Q4 2023 in Review

Key Financial Inc sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 18,280 shares — an estimated $458K sold.

Key Financial Inc first reported a position in BSMN in Q3 2020 and held it in 13 quarters. The position peaked at $470K in Q2 2021. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

Key Financial Inc reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Key Financial Inc sold 18,280 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $458K.
Key Financial Inc first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q3 2020 and held it in 13 quarters.
Key Financial Inc's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $470K in Q2 2021.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

Based on Key Financial Inc's 13F filing for Q4 2023, filed 31 Jan 2024.