SCFS
BSMP

S.C. Financial Services’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

S.C. Financial Services’s Portfolio BSMP Stock Details BSMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$567K Buy
23,330
+7,537
+48% +$182K 0.87% 34
2022
Q3 		$376K Buy
+15,793
New +$387K 0.6% 60

Other funds holding BSMP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $5.13B AUM 22.98% 1-Year Est. Return

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

S.C. Financial Services increased its Invesco BulletShares 2025 Municipal Bond ETF (BSMP) stake by 48% in Q4 2022, buying an estimated $182K and bringing the position to 23,330 shares worth $567K. The position accounts for 0.87% of the portfolio, ranked #34.

S.C. Financial Services first reported a position in BSMP in Q3 2022 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold BSMP as of Q4 2022.

  • S.C. Financial Services held 23,330 shares of Invesco BulletShares 2025 Municipal Bond ETF worth $567K as of Q4 2022.
  • S.C. Financial Services bought 7,537 Invesco BulletShares 2025 Municipal Bond ETF shares in Q4 2022, an estimated $182K.
  • Invesco BulletShares 2025 Municipal Bond ETF made up 0.87% of S.C. Financial Services's portfolio in Q4 2022, its #34 holding.
  • S.C. Financial Services first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q3 2022 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q4 2022.

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