S.C. Financial Services’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

S.C. Financial Services’s Portfolio BSMR Stock Details BSMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$564K	Buy	+23,960	New	+$555K	0.87%	36

Other funds holding BSMR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FNB

Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

S.C. Financial Services opened a new position in Invesco BulletShares 2027 Municipal Bond ETF (BSMR) in Q4 2022: 23,960 shares worth $564K. The stake represents 0.87% of the portfolio and ranks #36 among its holdings.

42 funds tracked by Wall St. Rank hold BSMR as of Q4 2022.

S.C. Financial Services held 23,960 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $564K as of Q4 2022.
Invesco BulletShares 2027 Municipal Bond ETF was a new S.C. Financial Services position in Q4 2022.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.87% of S.C. Financial Services's portfolio in Q4 2022, its #36 holding.
42 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q4 2022.

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