KOC
BSMN

Koss-Olinger Consulting’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

Koss-Olinger Consulting’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
-9,616
Closed -$241K – 344
2023
Q3 		$241K Sell
9,616
-3,058
-24% -$76.7K 0.04% 226
2023
Q2 		$318K Sell
12,674
-112
-0.9% -$2.81K 0.04% 178
2023
Q1 		$321K Buy
12,786
+1,043
+9% +$26.2K 0.04% 169
2022
Q4 		$295K Buy
11,743
+800
+7% +$20K 0.04% 162
2022
Q3 		$271K Buy
+10,943
New +$275K 0.05% 170

Other funds holding BSMN

IA
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

Koss-Olinger Consulting's BSMN Position: Q4 2023 in Review

Koss-Olinger Consulting sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 9,616 shares — an estimated $241K sold.

Koss-Olinger Consulting first reported a position in BSMN in Q3 2022 and held it in 5 quarters. The position peaked at $321K in Q1 2023. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

  • Koss-Olinger Consulting reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Koss-Olinger Consulting sold 9,616 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $241K.
  • Koss-Olinger Consulting first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q3 2022 and held it in 5 quarters.
  • Koss-Olinger Consulting's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $321K in Q1 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

Based on Koss-Olinger Consulting's 13F filing for Q4 2023, filed 13 Feb 2024.