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

Beacon Pointe 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	-21,342	Closed	-$530K	–	1293
2024 Q3	$530K	Buy	21,342 +2	+0%	+$50	0.01%	830
2024 Q2	$530K	Buy	21,340 +2	+0%	+$50	0.01%	848
2024 Q1	$529K	Hold	21,338	–	–	0.01%	894
2023 Q4	$532K	Buy	21,338 +9,669	+83%	+$240K	0.01%	876
2023 Q3	$288K	Sell	11,669 -4,496	-28%	-$111K	﹤0.01%	1085
2023 Q2	$400K	Buy	16,165 +710	+5%	+$17.6K	0.01%	786
2023 Q1	$385K	Buy	15,455 +5,332	+53%	+$132K	0.01%	841
2022 Q4	$251K	Buy	+10,123	New	+$249K	﹤0.01%	926

Other funds holding BSMO

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

Beacon Pointe Advisors's BSMO Position: Q4 2024 in Review

Beacon Pointe Advisors sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 21,342 shares — an estimated $530K sold.

Beacon Pointe Advisors first reported a position in BSMO in Q4 2022 and held it in 8 quarters. The position peaked at $532K in Q4 2023. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

Beacon Pointe Advisors reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Beacon Pointe Advisors sold 21,342 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $530K.
Beacon Pointe Advisors first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2022 and held it in 8 quarters.
Beacon Pointe Advisors's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $532K in Q4 2023.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

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