MML Investors Services
BSMN

MML Investors Services’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

MML Investors Services’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
-19,598
Closed -$491K – 2526
2023
Q3 		$491K Buy
19,598
+3,637
+23% +$91.3K ﹤0.01% 1644
2023
Q2 		$400K Buy
15,961
+4,953
+45% +$124K ﹤0.01% 1765
2023
Q1 		$276K Buy
11,008
+853
+8% +$21.4K ﹤0.01% 1719
2022
Q4 		$255K Buy
+10,155
New +$254K ﹤0.01% 1882

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

MML Investors Services's BSMN Position: Q4 2023 in Review

MML Investors Services sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 19,598 shares — an estimated $491K sold.

MML Investors Services first reported a position in BSMN in Q4 2022 and held it in 4 quarters. The position peaked at $491K in Q3 2023. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

  • MML Investors Services reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • MML Investors Services sold 19,598 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $491K.
  • MML Investors Services first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q4 2022 and held it in 4 quarters.
  • MML Investors Services's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $491K in Q3 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

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