Cambridge Investment Research Advisors
BSMO

Cambridge Investment Research Advisors’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Cambridge Investment Research 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
-66,467
Closed -$1.65M – 3626
2024
Q3 		$1.65M Sell
66,467
-4,458
-6% -$111K 0.01% 1499
2024
Q2 		$1.76M Buy
70,925
+30
+0% +$744 0.01% 1366
2024
Q1 		$1.76M Buy
70,895
+34,342
+94% +$852K 0.01% 1352
2023
Q4 		$911K Sell
36,553
-2,170
-6% -$53.8K ﹤0.01% 1711
2023
Q3 		$954K Sell
38,723
-18,504
-32% -$457K ﹤0.01% 1618
2023
Q2 		$1.42M Buy
57,227
+4,847
+9% +$120K 0.01% 1378
2023
Q1 		$1.3M Buy
52,380
+4,710
+10% +$117K 0.01% 1393
2022
Q4 		$1.18M Sell
47,670
-1,421
-3% -$35K 0.01% 1404
2022
Q3 		$1.2M Buy
49,091
+1,749
+4% +$43.5K 0.01% 1353
2022
Q2 		$1.18M Buy
47,342
+37,149
+364% +$921K 0.01% 1358
2022
Q1 		$254K Hold
10,193
– – ﹤0.01% 2684
2021
Q4 		$262K Hold
10,193
– – ﹤0.01% 2665
2021
Q3 		$263K Sell
10,193
-2,309
-18% -$59.7K ﹤0.01% 2572
2021
Q2 		$322K Sell
12,502
-38
-0.3% -$980 ﹤0.01% 2416
2021
Q1 		$323K Buy
+12,540
New +$323K ﹤0.01% 2230

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

Cambridge Investment Research Advisors's BSMO Position: Q4 2024 in Review

Cambridge Investment Research Advisors sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 66,467 shares — an estimated $1.65M sold.

Cambridge Investment Research Advisors first reported a position in BSMO in Q1 2021 and held it in 15 quarters. The position peaked at $1.76M in Q2 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Cambridge Investment Research Advisors reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 66,467 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $1.65M.
  • Cambridge Investment Research Advisors first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q1 2021 and held it in 15 quarters.
  • Cambridge Investment Research Advisors's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $1.76M in Q2 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.