ACA
BSMO

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

Aptus Capital 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
-47,857
Closed -$1.19M – 1469
2024
Q3 		$1.19M Sell
47,857
-4,151
-8% -$103K 0.02% 381
2024
Q2 		$1.29M Hold
52,008
– – 0.02% 351
2024
Q1 		$1.29M Buy
+52,008
New +$1.29M 0.02% 358

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

Aptus Capital Advisors's BSMO Position: Q4 2024 in Review

Aptus Capital Advisors sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 47,857 shares — an estimated $1.19M sold.

Aptus Capital Advisors first reported a position in BSMO in Q1 2024 and held it in 3 quarters. The position peaked at $1.29M in Q2 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Aptus Capital Advisors reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Aptus Capital Advisors sold 47,857 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $1.19M.
  • Aptus Capital Advisors first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q1 2024 and held it in 3 quarters.
  • Aptus Capital Advisors's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $1.29M in Q2 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

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