WA
BSMN

WESPAC Advisors’s Invesco BulletShares 2023 Municipal Bond ETF BSMN Stock Holding History

WESPAC Advisors’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
Q2 		– Sell
-11,244
Closed -$282K – 133
2023
Q1 		$282K Buy
+11,244
New +$283K 0.27% 90

Other funds holding BSMN

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WESPAC Advisors's BSMN Position: Q2 2023 in Review

WESPAC Advisors sold out of Invesco BulletShares 2023 Municipal Bond ETF (BSMN) in Q2 2023, closing a stake of 11,244 shares — an estimated $282K sold.

WESPAC Advisors first reported a position in BSMN in Q1 2023 and held it in 1 quarter. The position peaked at $282K in Q1 2023. 83 funds tracked by Wall St. Rank hold BSMN as of Q2 2023.

  • WESPAC Advisors reported no remaining Invesco BulletShares 2023 Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
  • WESPAC Advisors sold 11,244 Invesco BulletShares 2023 Municipal Bond ETF shares in Q2 2023, an estimated $282K.
  • WESPAC Advisors first reported a position in Invesco BulletShares 2023 Municipal Bond ETF in Q1 2023 and held it in 1 quarter.
  • WESPAC Advisors's Invesco BulletShares 2023 Municipal Bond ETF position peaked at $282K in Q1 2023.
  • 83 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Municipal Bond ETF as of Q2 2023.

Based on WESPAC Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.