LA
BSMN

Latitude Advisors’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

Latitude Advisors’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
-10,256
Closed -$257K – 190
2023
Q3 		$257K Buy
+10,256
New +$257K 0.18% 128

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

Latitude Advisors's BSMN Position: Q4 2023 in Review

Latitude Advisors sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 10,256 shares — an estimated $257K sold.

Latitude Advisors first reported a position in BSMN in Q3 2023 and held it in 1 quarter. The position peaked at $257K in Q3 2023. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

  • Latitude Advisors reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Latitude Advisors sold 10,256 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $257K.
  • Latitude Advisors first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q3 2023 and held it in 1 quarter.
  • Latitude Advisors's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $257K in Q3 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

Based on Latitude Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.