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Raymond James Financial Services Advisors’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Raymond James Financial Services Advisors’s Portfolio BSMU Stock Details BSMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$240K Buy
+10,834
New +$238K ﹤0.01% 3073
2024
Q2 		– Sell
-9,254
Closed -$205K – 3419
2024
Q1 		$205K Buy
+9,254
New +$206K ﹤0.01% 3087

Other funds holding BSMU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return

Raymond James Financial Services Advisors's BSMU Position: Q3 2024 in Review

Raymond James Financial Services Advisors opened a new position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q3 2024: 10,834 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #3073 among its holdings. This is a return to the name: Raymond James Financial Services Advisors previously reported a position in BSMU as recently as Q1 2024.

Raymond James Financial Services Advisors first reported a position in BSMU in Q1 2024 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold BSMU as of Q3 2024.

  • Raymond James Financial Services Advisors held 10,834 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $240K as of Q3 2024.
  • Invesco BulletShares 2030 Municipal Bond ETF was a new Raymond James Financial Services Advisors position in Q3 2024.
  • Invesco BulletShares 2030 Municipal Bond ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3073 holding.
  • Raymond James Financial Services Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q1 2024 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.