S.C. Financial Services’s Invesco BulletShares 2028 Municipal Bond ETF BSMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$224K	Buy	+9,623	New	+$220K	0.34%	104

Other funds holding BSMS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

FNB

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

S.C. Financial Services opened a new position in Invesco BulletShares 2028 Municipal Bond ETF (BSMS) in Q4 2022: 9,623 shares worth $224K. The stake represents 0.34% of the portfolio and ranks #104 among its holdings.

28 funds tracked by Wall St. Rank hold BSMS as of Q4 2022.

S.C. Financial Services held 9,623 shares of Invesco BulletShares 2028 Municipal Bond ETF worth $224K as of Q4 2022.
Invesco BulletShares 2028 Municipal Bond ETF was a new S.C. Financial Services position in Q4 2022.
Invesco BulletShares 2028 Municipal Bond ETF made up 0.34% of S.C. Financial Services's portfolio in Q4 2022, its #104 holding.
28 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Municipal Bond ETF as of Q4 2022.

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