BFA
BSMO

Bill Few Associates’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Bill Few Associates’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
-8,838
Closed -$219K – 186
2024
Q3 		$219K Hold
8,838
– – 0.08% 164
2024
Q2 		$219K Hold
8,838
– – 0.08% 161
2024
Q1 		$219K Hold
8,838
– – 0.09% 156
2023
Q4 		$220K Hold
8,838
– – 0.1% 140
2023
Q3 		$218K Hold
8,838
– – 0.11% 126
2023
Q2 		$219K Hold
8,838
– – 0.11% 127
2023
Q1 		$220K Hold
8,838
– – 0.12% 122
2022
Q4 		$219K Hold
8,838
– – 0.13% 116
2022
Q3 		$215K Hold
8,838
– – 0.15% 105
2022
Q2 		$220K Buy
+8,838
New +$219K 0.14% 109

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

Bill Few Associates's BSMO Position: Q4 2024 in Review

Bill Few Associates sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 8,838 shares — an estimated $219K sold.

Bill Few Associates first reported a position in BSMO in Q2 2022 and held it in 10 quarters. The position peaked at $220K in Q4 2023. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Bill Few Associates reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Bill Few Associates sold 8,838 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $219K.
  • Bill Few Associates first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q2 2022 and held it in 10 quarters.
  • Bill Few Associates's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $220K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Bill Few Associates's 13F filing for Q4 2024, filed 17 Jan 2025.