SC
BSMN

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

Savant Capital’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
-55,221
Closed -$1.38M – 877
2023
Q3 		$1.38M Sell
55,221
-12,273
-18% -$308K 0.02% 328
2023
Q2 		$1.69M Buy
67,494
+4,980
+8% +$125K 0.03% 288
2023
Q1 		$1.57M Buy
+62,514
New +$1.57M 0.03% 259

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

Savant Capital's BSMN Position: Q4 2023 in Review

Savant Capital sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 55,221 shares — an estimated $1.38M sold.

Savant Capital first reported a position in BSMN in Q1 2023 and held it in 3 quarters. The position peaked at $1.69M in Q2 2023. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

  • Savant Capital reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Savant Capital sold 55,221 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $1.38M.
  • Savant Capital first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q1 2023 and held it in 3 quarters.
  • Savant Capital's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $1.69M in Q2 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

Based on Savant Capital's 13F filing for Q4 2023, filed 5 Feb 2024.