BHWA
BSMO

Beacon Harbor Wealth Advisors’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Beacon Harbor Wealth 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
2022
Q1 		– Sell
-8,776
Closed -$226K – 89
2021
Q4 		$226K Buy
+8,776
New +$226K 0.07% 70

Other funds holding BSMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $5.13B AUM 22.98% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Beacon Harbor Wealth Advisors's BSMO Position: Q1 2022 in Review

Beacon Harbor Wealth Advisors sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q1 2022, closing a stake of 8,776 shares — an estimated $226K sold.

Beacon Harbor Wealth Advisors first reported a position in BSMO in Q4 2021 and held it in 1 quarter. The position peaked at $226K in Q4 2021. 28 funds tracked by Wall St. Rank hold BSMO as of Q1 2022.

  • Beacon Harbor Wealth Advisors reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 8,776 Invesco BulletShares 2024 Municipal Bond ETF shares in Q1 2022, an estimated $226K.
  • Beacon Harbor Wealth Advisors first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2021 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $226K in Q4 2021.
  • 28 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q1 2022.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.