RCA
BSMN

Resonant Capital Advisors’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

Resonant Capital Advisors’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
-44,926
Closed -$1.12M – 291
2023
Q3 		$1.12M Sell
44,926
-300,507
-87% -$7.54M 0.12% 120
2023
Q2 		$8.66M Sell
345,433
-101,791
-23% -$2.55M 0.94% 30
2023
Q1 		$11.2M Buy
447,224
+36,921
+9% +$928K 1.27% 20
2022
Q4 		$10.3M Buy
410,303
+247,089
+151% +$6.18M 1.29% 19
2022
Q3 		$4.04M Sell
163,214
-41,667
-20% -$1.05M 0.61% 44
2022
Q2 		$5.16M Buy
+204,881
New +$5.15M 0.81% 30

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

Resonant Capital Advisors's BSMN Position: Q4 2023 in Review

Resonant Capital Advisors sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 44,926 shares — an estimated $1.12M sold.

Resonant Capital Advisors first reported a position in BSMN in Q2 2022 and held it in 6 quarters. The position peaked at $11.2M in Q1 2023. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

  • Resonant Capital Advisors reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Resonant Capital Advisors sold 44,926 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $1.12M.
  • Resonant Capital Advisors first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q2 2022 and held it in 6 quarters.
  • Resonant Capital Advisors's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $11.2M in Q1 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

Based on Resonant Capital Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.