Tradition Wealth Management’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

Tradition Wealth Management’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	-102	Closed	-$3K	–	1388
2023 Q3	$3K	Hold	102	–	–	﹤0.01%	1346
2023 Q2	$3K	Hold	102	–	–	﹤0.01%	1372
2023 Q1	$3K	Hold	102	–	–	﹤0.01%	1277
2022 Q4	$3K	Hold	102	–	–	﹤0.01%	1142
2022 Q3	$3K	Buy	+102	New	+$2.57K	﹤0.01%	1175
2021 Q2	–	Sell	-653	Closed	-$17K	–	1187
2021 Q1	$17K	Buy	653 +1	+0.2%	+$26	﹤0.01%	676
2020 Q4	$17K	Buy	+652	New	+$16.7K	﹤0.01%	628

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

Tradition Wealth Management's BSMN Position: Q4 2023 in Review

Tradition Wealth Management sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 102 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in BSMN in Q4 2020 and held it in 7 quarters. The position peaked at $17K in Q1 2021. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

Tradition Wealth Management reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 102 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $3K.
Tradition Wealth Management first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q4 2020 and held it in 7 quarters.
Tradition Wealth Management's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $17K in Q1 2021.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.