Brown Advisory
BSMO

Brown Advisory’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Brown Advisory’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
-24,306
Closed -$603K – 1387
2024
Q3 		$603K Hold
24,306
– – ﹤0.01% 927
2024
Q2 		$603K Hold
24,306
– – ﹤0.01% 903
2024
Q1 		$602K Hold
24,306
– – ﹤0.01% 896
2023
Q4 		$606K Buy
+24,306
New +$602K ﹤0.01% 882

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

Brown Advisory's BSMO Position: Q4 2024 in Review

Brown Advisory sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 24,306 shares — an estimated $603K sold.

Brown Advisory first reported a position in BSMO in Q4 2023 and held it in 4 quarters. The position peaked at $606K in Q4 2023. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Brown Advisory reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Brown Advisory sold 24,306 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $603K.
  • Brown Advisory first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2023 and held it in 4 quarters.
  • Brown Advisory's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $606K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Brown Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.