BW
BSMO

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

Bison Wealth’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
2021
Q2 		– Sell
-550
Closed -$14K – 501
2021
Q1 		$14K Hold
550
– – 0.01% 394
2020
Q4 		$14K Buy
+550
New +$14.1K 0.01% 347

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
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $5.13B AUM 22.98% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BC
Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bison Wealth's BSMO Position: Q2 2021 in Review

Bison Wealth sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q2 2021, closing a stake of 550 shares — an estimated $14K sold.

Bison Wealth first reported a position in BSMO in Q4 2020 and held it in 2 quarters. The position peaked at $14K in Q1 2021. 25 funds tracked by Wall St. Rank hold BSMO as of Q2 2021.

  • Bison Wealth reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Bison Wealth sold 550 Invesco BulletShares 2024 Municipal Bond ETF shares in Q2 2021, an estimated $14K.
  • Bison Wealth first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2020 and held it in 2 quarters.
  • Bison Wealth's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $14K in Q1 2021.
  • 25 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q2 2021.

Based on Bison Wealth's 13F filing for Q2 2021, filed 2 Aug 2021.