WealthSource Partners’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

WealthSource Partners’s Portfolio BSMP Stock Details BSMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$383K	Buy	+15,622	New	+$378K	0.03%	374

Other funds holding BSMP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

WealthSource Partners's BSMP Position: Q4 2023 in Review

WealthSource Partners opened a new position in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q4 2023: 15,622 shares worth $383K. The stake represents 0.03% of the portfolio and ranks #374 among its holdings.

99 funds tracked by Wall St. Rank hold BSMP as of Q4 2023.

WealthSource Partners held 15,622 shares of Invesco BulletShares 2025 Municipal Bond ETF worth $383K as of Q4 2023.
Invesco BulletShares 2025 Municipal Bond ETF was a new WealthSource Partners position in Q4 2023.
Invesco BulletShares 2025 Municipal Bond ETF made up 0.03% of WealthSource Partners's portfolio in Q4 2023, its #374 holding.
99 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q4 2023.

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