Capital Advisory Group Advisory Services’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Capital Advisory Group Advisory Services’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 Q4	–	Sell	-500	Closed	-$13K	–	539
2021 Q3	$13K	Hold	500	–	–	﹤0.01%	375
2021 Q2	$13K	Buy	+500	New	+$12.9K	﹤0.01%	374

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CIC

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ADL

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IWC

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FNB

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SWP

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Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capital Advisory Group Advisory Services's BSMO Position: Q4 2021 in Review

Capital Advisory Group Advisory Services sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2021, closing a stake of 500 shares — an estimated $13K sold.

Capital Advisory Group Advisory Services first reported a position in BSMO in Q2 2021 and held it in 2 quarters. The position peaked at $13K in Q3 2021. 30 funds tracked by Wall St. Rank hold BSMO as of Q4 2021.

Capital Advisory Group Advisory Services reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2021 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 500 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2021, an estimated $13K.
Capital Advisory Group Advisory Services first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q2 2021 and held it in 2 quarters.
Capital Advisory Group Advisory Services's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $13K in Q3 2021.
30 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2021.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2021, filed 15 Feb 2022.