AF
BSMO

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

Advisornet Financial’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
-903
Closed -$22.4K – 2300
2024
Q3 		$22.4K Buy
903
+309
+52% +$7.67K ﹤0.01% 1164
2024
Q2 		$14.7K Hold
594
– – ﹤0.01% 1193
2024
Q1 		$14.7K Hold
594
– – ﹤0.01% 1173
2023
Q4 		$14.8K Hold
594
– – ﹤0.01% 1190
2023
Q3 		$14.6K Hold
594
– – ﹤0.01% 1139
2023
Q2 		$14.7K Hold
594
– – ﹤0.01% 1214
2023
Q1 		$14.8K Hold
594
– – ﹤0.01% 1178
2022
Q4 		$14.7K Hold
594
– – ﹤0.01% 1169
2022
Q3 		$14K Hold
594
– – ﹤0.01% 1243
2022
Q2 		$15K Sell
594
-1,500
-72% -$37.2K ﹤0.01% 1240
2022
Q1 		$52K Buy
2,094
+1,500
+253% +$38K ﹤0.01% 957
2021
Q4 		$15K Hold
594
– – ﹤0.01% 1380
2021
Q3 		$15K Hold
594
– – ﹤0.01% 1350
2021
Q2 		$15K Hold
594
– – ﹤0.01% 1332
2021
Q1 		$15K Hold
594
– – ﹤0.01% 1278
2020
Q4 		$15K Hold
594
– – ﹤0.01% 1205
2020
Q3 		$15K Hold
594
– – ﹤0.01% 1179
2020
Q2 		$15K Buy
+594
New +$14.9K ﹤0.01% 1197

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

Advisornet Financial's BSMO Position: Q4 2024 in Review

Advisornet Financial sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 903 shares — an estimated $22.4K sold.

Advisornet Financial first reported a position in BSMO in Q2 2020 and held it in 18 quarters. The position peaked at $52K in Q1 2022. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Advisornet Financial reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 903 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $22.4K.
  • Advisornet Financial first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q2 2020 and held it in 18 quarters.
  • Advisornet Financial's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $52K in Q1 2022.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

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