Mariner
BSMN

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

Mariner’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
-29,928
Closed -$749K – 3212
2023
Q3 		$749K Buy
29,928
+4,758
+19% +$119K ﹤0.01% 1505
2023
Q2 		$631K Buy
25,170
+4,983
+25% +$125K ﹤0.01% 1585
2023
Q1 		$507K Buy
20,187
+5,216
+35% +$131K ﹤0.01% 1684
2022
Q4 		$376K Buy
+14,971
New +$375K ﹤0.01% 1861

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

Mariner's BSMN Position: Q4 2023 in Review

Mariner sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 29,928 shares — an estimated $749K sold.

Mariner first reported a position in BSMN in Q4 2022 and held it in 4 quarters. The position peaked at $749K in Q3 2023. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

  • Mariner reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Mariner sold 29,928 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $749K.
  • Mariner first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q4 2022 and held it in 4 quarters.
  • Mariner's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $749K in Q3 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

Based on Mariner's 13F filing for Q4 2023, filed 14 Feb 2024.