WP
BSMN

WealthSource Partners’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

WealthSource Partners’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
-10,091
Closed -$253K – 525
2023
Q3 		$253K Buy
10,091
+70
+0.7% +$1.76K 0.02% 431
2023
Q2 		$251K Buy
10,021
+21
+0.2% +$527 0.02% 441
2023
Q1 		$251K Hold
10,000
– – 0.02% 436
2022
Q4 		$251K Buy
+10,000
New +$250K 0.02% 426

Other funds holding BSMN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

WealthSource Partners's BSMN Position: Q4 2023 in Review

WealthSource Partners sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q4 2023, closing a stake of 10,091 shares — an estimated $253K sold.

WealthSource Partners first reported a position in BSMN in Q4 2022 and held it in 4 quarters. The position peaked at $253K in Q3 2023. 1 fund tracked by Wall St. Rank holds BSMN as of Q4 2023.

  • WealthSource Partners reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • WealthSource Partners sold 10,091 Invesco BulletShares 2023 Municipal Bond ETF shares in Q4 2023, an estimated $253K.
  • WealthSource Partners first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q4 2022 and held it in 4 quarters.
  • WealthSource Partners's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $253K in Q3 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.