MCP
BSMN

Mirador Capital Partners’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

Mirador Capital Partners’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
-70,350
Closed -$1.76M – 208
2023
Q3 		$1.76M Hold
70,350
– – 0.4% 56
2023
Q2 		$1.76M Buy
70,350
+20,000
+40% +$502K 0.42% 60
2023
Q1 		$1.26M Hold
50,350
– – 0.3% 64
2022
Q4 		$1.27M Buy
50,350
+38,000
+308% +$951K 0.3% 64
2022
Q3 		$306K Sell
12,350
-2,215
-15% -$55.7K 0.07% 158
2022
Q2 		$367K Hold
14,565
– – 0.09% 146
2022
Q1 		$367K Hold
14,565
– – 0.07% 166
2021
Q4 		$373K Sell
14,565
-2,193
-13% -$56.2K 0.08% 168
2021
Q3 		$430K Hold
16,758
– – 0.1% 149
2021
Q2 		$430K Sell
16,758
-112,017
-87% -$2.87M 0.1% 149
2021
Q1 		$3.3M Buy
128,775
+764
+0.6% +$19.6K 0.85% 41
2020
Q4 		$3.28M Sell
128,011
-7,360
-5% -$188K 0.9% 39
2020
Q3 		$3.46M Buy
+135,371
New +$3.46M 1.08% 32

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

Mirador Capital Partners's BSMN Position: Q4 2023 in Review

Mirador Capital Partners sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 70,350 shares — an estimated $1.76M sold.

Mirador Capital Partners first reported a position in BSMN in Q3 2020 and held it in 13 quarters. The position peaked at $3.46M in Q3 2020. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

  • Mirador Capital Partners reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Mirador Capital Partners sold 70,350 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $1.76M.
  • Mirador Capital Partners first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q3 2020 and held it in 13 quarters.
  • Mirador Capital Partners's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $3.46M in Q3 2020.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

Based on Mirador Capital Partners's 13F filing for Q4 2023, filed 19 Jan 2024.