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

Paulson 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	-24,435	Closed	-$612K	–	140
2023 Q3	$612K	Sell	24,435 -263	-1%	-$6.6K	0.21%	57
2023 Q2	$619K	Buy	24,698 +2,062	+9%	+$51.8K	0.21%	55
2023 Q1	$568K	Buy	22,636 +7,508	+50%	+$189K	0.25%	36
2022 Q4	$380K	Buy	+15,128	New	+$378K	0.19%	50

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

Paulson Wealth Management's BSMN Position: Q4 2023 in Review

Paulson Wealth Management sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 24,435 shares — an estimated $612K sold.

Paulson Wealth Management first reported a position in BSMN in Q4 2022 and held it in 4 quarters. The position peaked at $619K in Q2 2023. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

Paulson Wealth Management reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Paulson Wealth Management sold 24,435 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $612K.
Paulson Wealth Management first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q4 2022 and held it in 4 quarters.
Paulson Wealth Management's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $619K in Q2 2023.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

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