Ameriprise
BSMO

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

Ameriprise’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
-15,416
Closed -$383K – 4187
2024
Q3 		$383K Sell
15,416
-1,235
-7% -$30.7K ﹤0.01% 3572
2024
Q2 		$413K Buy
16,651
+3,034
+22% +$75.3K ﹤0.01% 3482
2024
Q1 		$337K Buy
13,617
+4,565
+50% +$113K ﹤0.01% 3545
2023
Q4 		$226K Buy
+9,052
New +$224K ﹤0.01% 3696

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

Ameriprise's BSMO Position: Q4 2024 in Review

Ameriprise sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 15,416 shares — an estimated $383K sold.

Ameriprise first reported a position in BSMO in Q4 2023 and held it in 4 quarters. The position peaked at $413K in Q2 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Ameriprise reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Ameriprise sold 15,416 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $383K.
  • Ameriprise first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2023 and held it in 4 quarters.
  • Ameriprise's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $413K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Ameriprise's 13F filing for Q4 2024, filed 14 Feb 2025.