ACM
BSMO

AlphaStar Capital Management’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

AlphaStar Capital Management’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
-42,249
Closed -$1.05M – 398
2024
Q3 		$1.05M Buy
42,249
+2,962
+8% +$73.6K 0.08% 155
2024
Q2 		$975K Buy
39,287
+7,077
+22% +$176K 0.09% 138
2024
Q1 		$798K Buy
+32,210
New +$799K 0.08% 140

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

AlphaStar Capital Management's BSMO Position: Q4 2024 in Review

AlphaStar Capital Management sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 42,249 shares — an estimated $1.05M sold.

AlphaStar Capital Management first reported a position in BSMO in Q1 2024 and held it in 3 quarters. The position peaked at $1.05M in Q3 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • AlphaStar Capital Management reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • AlphaStar Capital Management sold 42,249 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $1.05M.
  • AlphaStar Capital Management first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q1 2024 and held it in 3 quarters.
  • AlphaStar Capital Management's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $1.05M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on AlphaStar Capital Management's 13F filing for Q4 2024, filed 28 Jan 2025.