LWMG
BSMN

Levy Wealth Management Group’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

Levy Wealth Management Group’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
-13,752
Closed -$344K – 110
2023
Q3 		$344K Sell
13,752
-6,350
-32% -$159K 0.11% 71
2023
Q2 		$504K Hold
20,102
– – 0.15% 55
2023
Q1 		$505K Buy
+20,102
New +$505K 0.16% 53

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

Levy Wealth Management Group's BSMN Position: Q4 2023 in Review

Levy Wealth Management Group sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 13,752 shares — an estimated $344K sold.

Levy Wealth Management Group first reported a position in BSMN in Q1 2023 and held it in 3 quarters. The position peaked at $505K in Q1 2023. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

  • Levy Wealth Management Group reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Levy Wealth Management Group sold 13,752 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $344K.
  • Levy Wealth Management Group first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q1 2023 and held it in 3 quarters.
  • Levy Wealth Management Group's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $505K in Q1 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

Based on Levy Wealth Management Group's 13F filing for Q4 2023, filed 23 Jan 2024.