ASN
BSMO

Advisory Services Network’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Advisory Services Network’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
-9,177
Closed -$228K – 1756
2024
Q3 		$228K Hold
9,177
– – ﹤0.01% 1318
2024
Q2 		$228K Buy
+9,177
New +$228K ﹤0.01% 1318
2024
Q1 		– Sell
-7,519
Closed -$187K – 3796
2023
Q4 		$187K Buy
+7,519
New +$186K ﹤0.01% 1320
2023
Q2 		– Sell
-662
Closed -$16.5K – 3792
2023
Q1 		$16.5K Buy
662
+120
+22% +$2.98K ﹤0.01% 2664
2022
Q4 		$13.4K Buy
+542
New +$13.4K ﹤0.01% 2713

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

Advisory Services Network's BSMO Position: Q4 2024 in Review

Advisory Services Network sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 9,177 shares — an estimated $228K sold.

Advisory Services Network first reported a position in BSMO in Q4 2022 and held it in 5 quarters. The position peaked at $228K in Q3 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Advisory Services Network reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Advisory Services Network sold 9,177 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $228K.
  • Advisory Services Network first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2022 and held it in 5 quarters.
  • Advisory Services Network's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $228K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Advisory Services Network's 13F filing for Q4 2024, filed 13 Feb 2025.