AA
BSMO

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

Addison 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
-7,240
Closed -$180K – 876
2024
Q3 		$180K Buy
7,240
+670
+10% +$16.6K 0.05% 234
2024
Q2 		$163K Buy
6,570
+795
+14% +$19.7K 0.05% 228
2024
Q1 		$143K Buy
5,775
+190
+3% +$4.71K 0.05% 245
2023
Q4 		$139K Sell
5,585
-2,645
-32% -$65.5K 0.05% 231
2023
Q3 		$203K Buy
8,230
+130
+2% +$3.21K 0.09% 153
2023
Q2 		$201K Buy
+8,100
New +$200K 0.1% 150

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

Addison Advisors's BSMO Position: Q4 2024 in Review

Addison Advisors sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 7,240 shares — an estimated $180K sold.

Addison Advisors first reported a position in BSMO in Q2 2023 and held it in 6 quarters. The position peaked at $203K in Q3 2023. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Addison Advisors reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Addison Advisors sold 7,240 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $180K.
  • Addison Advisors first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q2 2023 and held it in 6 quarters.
  • Addison Advisors's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $203K in Q3 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Addison Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.