Masso Torrence Wealth Management’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

Masso Torrence Wealth Management’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	-14,905	Closed	-$373K	–	98
2023 Q3	$373K	Sell	14,905 -500	-3%	-$12.5K	0.29%	60
2023 Q2	$386K	Buy	15,405 +300	+2%	+$7.53K	0.28%	62
2023 Q1	$379K	Hold	15,105	–	–	0.3%	63
2022 Q4	$380K	Buy	+15,105	New	+$378K	0.3%	65

Other funds holding BSMN

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

Masso Torrence Wealth Management's BSMN Position: Q4 2023 in Review

Masso Torrence Wealth Management sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 14,905 shares — an estimated $373K sold.

Masso Torrence Wealth Management first reported a position in BSMN in Q4 2022 and held it in 4 quarters. The position peaked at $386K in Q2 2023. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

Masso Torrence Wealth Management reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Masso Torrence Wealth Management sold 14,905 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $373K.
Masso Torrence Wealth Management first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q4 2022 and held it in 4 quarters.
Masso Torrence Wealth Management's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $386K in Q2 2023.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

Based on Masso Torrence Wealth Management's 13F filing for Q4 2023, filed 1 Feb 2024.