AFA
BSMO

AA Financial Advisors’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

AA Financial Advisors’s Portfolio BSMO Stock Details BSMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-35,509
Closed -$881K – 179
2024
Q3 		$881K Buy
35,509
+608
+2% +$15.1K 0.26% 72
2024
Q2 		$866K Buy
34,901
+3,076
+10% +$76.3K 0.31% 69
2024
Q1 		$789K Buy
31,825
+2,284
+8% +$56.6K 0.32% 73
2023
Q4 		$736K Buy
+29,541
New +$732K 0.49% 38

Other funds holding BSMO

IA
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

AA Financial Advisors's BSMO Position: Q4 2024 in Review

AA Financial Advisors sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 35,509 shares — an estimated $881K sold.

AA Financial Advisors first reported a position in BSMO in Q4 2023 and held it in 4 quarters. The position peaked at $881K in Q3 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • AA Financial Advisors reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • AA Financial Advisors sold 35,509 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $881K.
  • AA Financial Advisors first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2023 and held it in 4 quarters.
  • AA Financial Advisors's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $881K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on AA Financial Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.