Simplicity Solutions’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

Simplicity Solutions’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	-13,872	Closed	-$347K	–	1115
2023 Q3	$347K	Hold	13,872	–	–	0.01%	716
2023 Q2	$348K	Hold	13,872	–	–	0.01%	779
2023 Q1	$348K	Buy	+13,872	New	+$349K	0.01%	796

Other funds holding BSMN

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

Simplicity Solutions's BSMN Position: Q4 2023 in Review

Simplicity Solutions sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 13,872 shares — an estimated $347K sold.

Simplicity Solutions first reported a position in BSMN in Q1 2023 and held it in 3 quarters. The position peaked at $348K in Q1 2023. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

Simplicity Solutions reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Simplicity Solutions sold 13,872 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $347K.
Simplicity Solutions first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q1 2023 and held it in 3 quarters.
Simplicity Solutions's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $348K in Q1 2023.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.