Steward Partners Investment Advisory’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

Steward Partners Investment Advisory’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
2022 Q4	–	Sell	-1,169	Closed	-$29K	–	3473
2022 Q3	$29K	Hold	1,169	–	–	﹤0.01%	2053
2022 Q2	$29K	Hold	1,169	–	–	﹤0.01%	2070
2022 Q1	$29K	Hold	1,169	–	–	﹤0.01%	2200
2021 Q4	$30K	Hold	1,169	–	–	﹤0.01%	2152
2021 Q3	$30K	Hold	1,169	–	–	﹤0.01%	2144
2021 Q2	$30K	Buy	+1,169	New	+$30K	﹤0.01%	4227

Other funds holding BSMN

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

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

GWP

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Steward Partners Investment Advisory's BSMN Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2022, closing a stake of 1,169 shares — an estimated $29K sold.

Steward Partners Investment Advisory first reported a position in BSMN in Q2 2021 and held it in 6 quarters. The position peaked at $30K in Q4 2021. 76 funds tracked by Wall St. Rank hold BSMN as of Q4 2022.

Steward Partners Investment Advisory reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,169 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2022, an estimated $29K.
Steward Partners Investment Advisory first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q2 2021 and held it in 6 quarters.
Steward Partners Investment Advisory's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $30K in Q4 2021.
76 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.