LW
BSMN

Linscomb Wealth’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

Linscomb Wealth’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
Q1 		– Sell
-19,896
Closed -$500K – 334
2022
Q4 		$500K Buy
+19,896
New +$498K 0.03% 228

Other funds holding BSMN

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Linscomb Wealth's BSMN Position: Q1 2023 in Review

Linscomb Wealth sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q1 2023, closing a stake of 19,896 shares — an estimated $500K sold.

Linscomb Wealth first reported a position in BSMN in Q4 2022 and held it in 1 quarter. The position peaked at $500K in Q4 2022. 83 funds tracked by Wall St. Rank hold BSMN as of Q1 2023.

  • Linscomb Wealth reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Linscomb Wealth sold 19,896 Invesco BulletShares 2023 Municipal Bond ETF shares in Q1 2023, an estimated $500K.
  • Linscomb Wealth first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q4 2022 and held it in 1 quarter.
  • Linscomb Wealth's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $500K in Q4 2022.
  • 83 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q1 2023.

Based on Linscomb Wealth's 13F filing for Q1 2023, filed 11 May 2023.