TSWM
BSMN

Tyler-Stone Wealth Management’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

Tyler-Stone 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
2022
Q4 		$18K Buy
+700
New +$17.5K 0.01% 461

Other funds holding BSMN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
P
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tyler-Stone Wealth Management's BSMN Position: Q4 2022 in Review

Tyler-Stone Wealth Management opened a new position in Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2022: 700 shares worth $18K. The stake represents 0.01% of the portfolio and ranks #461 among its holdings.

76 funds tracked by Wall St. Rank hold BSMN as of Q4 2022.

  • Tyler-Stone Wealth Management held 700 shares of Invesco BulletShares 2023 Municipal Bond ETF worth $18K as of Q4 2022.
  • Invesco BulletShares 2023 Municipal Bond ETF was a new Tyler-Stone Wealth Management position in Q4 2022.
  • Invesco BulletShares 2023 Municipal Bond ETF made up 0.01% of Tyler-Stone Wealth Management's portfolio in Q4 2022, its #461 holding.
  • 76 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.