SCFS
BSMN

S.C. Financial Services’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

S.C. Financial 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
2022
Q4 		$644K Buy
25,629
+7,222
+39% +$181K 0.99% 30
2022
Q3 		$456K Buy
18,407
+9,144
+99% +$230K 0.72% 46
2022
Q2 		$233K Buy
+9,263
New +$233K 0.36% 95

Other funds holding BSMN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

S.C. Financial Services's BSMN Position: Q4 2022 in Review

S.C. Financial Services increased its Invesco BulletShares 2023 Municipal Bond ETF (BSMN) stake by 39% in Q4 2022, buying an estimated $181K and bringing the position to 25,629 shares worth $644K. The position accounts for 0.99% of the portfolio, ranked #30.

S.C. Financial Services first reported a position in BSMN in Q2 2022 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold BSMN as of Q4 2022.

  • S.C. Financial Services held 25,629 shares of Invesco BulletShares 2023 Municipal Bond ETF worth $644K as of Q4 2022.
  • S.C. Financial Services bought 7,222 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2022, an estimated $181K.
  • Invesco BulletShares 2023 Municipal Bond ETF made up 0.99% of S.C. Financial Services's portfolio in Q4 2022, its #30 holding.
  • S.C. Financial Services first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q2 2022 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.